Distinguished Wealth Planners Wanted

1 day ago


Pasig, National Capital Region, Philippines beBeeWealth Full time ₱1,800,000 - ₱2,500,000
Job Role Summary

We are seeking a skilled Financial Planner to play a key role in helping clients achieve their long-term financial objectives.

Main Responsibilities:

  • Generate leads and engage with potential clients to create personalized insurance and investment solutions.
  • Prepare tailored life insurance proposals that cater to clients' unique needs and goals.
  • Collaborate with clients to understand their financial aspirations and provide expert advice.
  • Participate in comprehensive training programs to enhance skills and knowledge in sales and financial management.

Essential Skills and Qualifications:

  • At least a college-level education; fresh graduates and undergraduates are welcome and encouraged to apply.
  • At least 6 months of relevant work experience or willingness to undergo training and development.
  • A strong online presence is an advantage, but not mandatory.

Benefits and Incentives:

  • 100% remote work flexibility.
  • Weekly pay for guaranteed income.
  • Comprehensive HMO and Life Insurance Coverage for employees.
  • Quarterly and Annual Local/Foreign Travel Incentives to promote teamwork and motivation.
  • Extensive Sales and Financial Management Training to enhance career growth and development.


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