Life Planner

23 hours ago


Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000

Job Description

This is a part-time hybrid role for a life planner / financial advisor based in Quezon City, with some work-from-home arrangements available. The life planner / financial advisor will engage with clients to understand their financial needs and goals, provide personalized insurance and investment solutions, and offer ongoing support to ensure financial security and peace of mind.

Key Responsibilities
  • Conduct financial assessments to identify client needs and goals
  • Develop tailored financial plans to meet client objectives
  • Maintain strong client relationships through regular communication and support
  • Provide personalized insurance and investment solutions to clients


Required Skills and Qualifications

To succeed in this role, you should have:

  • Insurance and general insurance skills
  • Sales and marketing skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a team
  • Experience in the financial services industry (a plus)
  • Bachelor's degree in finance, business, marketing, or a related field


Benefits

This is an excellent opportunity to work with a leading organization and gain valuable experience in the financial services industry.



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