Financial Services Advisor

1 week ago

Hagonoy, Central Luzon, Philippines beBeeInsurance Full time ₱550,000 - ₱650,000
Insurance Advice Planner Role

This role is a great opportunity to work closely with advisors in creating comprehensive financial plans for clients. You will conduct research on insurance products, financial concepts, superannuation, and tax strategies to prepare and analyze financial needs analysis reports.

The ideal candidate should have strong numerical and logical reasoning skills, good with math, and comfortable working with numbers. Familiarity with legal documents related to insurance products and excellent command of the English language are also essential.

  • Job Description:
  • Assist advisors in creating comprehensive financial plans for clients
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies
  • Prepare and analyze financial needs analysis reports to support the development of financial plans
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans
  • Work with clients to gather necessary financial information and documents
  • Understand and interpret legal documents related to insurance products
  • Manage and update client information in the company's database

Required Skills and Qualifications:

  • 3 years of experience as an Insurance Advice Planner or in a similar role in the industry is preferred
  • Accounting or similar experience is highly advantageous
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • A desire to become an expert in both insurance products and advice preparation
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail

Benefits:

  • 100% Remote Work
  • 13th Month Pay
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs

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