Personal Financial Strategist

1 week ago


Barcelona, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000
Financial Planning Specialist

Looking for professionals to provide solutions and help individuals achieve financial success.

Key Responsibilities:
  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop strategic financial plans tailored to clients' goals
  • Evaluate insurance products suited to client needs
  • Perform regular policy reviews to reassess financial situations
Required Skills:
  • Goal-driven mindset
  • Process-oriented approach
  • Strong communication skills
  • Able to work independently
Benefits:
  • Opportunity to grow professionally
  • Chance to make a positive impact in people's lives
  • Collaborative work environment
Job Type:
  • Full-time employment
Industry:
  • Insurance Agencies and Brokerages
Function:
  • Finance and Sales


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