Insurance Planning Specialist

3 days ago

Quezon City, National Capital Region, Philippines beBeeParaplanner Full time ₱7,200,000 - ₱7,685,000

Schedule: Monday-Friday, 9am to 5pm Australian Eastern Standard Time (AEST)

About the Role

Our clients require professionals who can work closely with advisors to create comprehensive financial plans for their customers. We are seeking a skilled Paraplanner to assist in preparing and implementing these plans. In this role, you will be trained to become an expert on insurance products and advice preparation.

Responsibilities

  • Collaborate with advisors to develop financial plans that meet client needs and goals
  • 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
  • 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 our database

Required Skills and Qualifications

  • 3 years of experience as a Paraplanner or in a similar role in the insurance industry is preferred
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Good mathematical skills and ability to work with numbers
  • Familiarity with legal documents related to insurance products
  • A desire to become an expert in both insurance products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, able to work independently and take initiative
  • Strong written and verbal communication skills

What We Offer

  • 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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