Expert Financial Planner Wanted

11 hours ago


Cagayan de Oro, Northern Mindanao, Philippines beBeeInvestment Full time ₱450,000 - ₱750,000
Financial Consultant Position

We are seeking a skilled financial consultant to provide expert guidance on investment strategies and financial planning. As a goal-driven professional, you will connect with clients face-to-face or online for consultations.


Key Responsibilities
  • Develop personalized financial plans to help clients achieve their objectives
  • Evaluate and recommend tailored insurance products based on client needs
  • Perform policy reviews to reassess financial situations and re-strategize

Qualifications
  • Strong analytical and problem-solving skills
  • Goal-oriented and process-oriented mindset
  • Able to work remotely and maintain strong communication skills

Benefits
  • Entry-level position in finance and sales
  • Full-time opportunity for career growth and development

About This Role
  • Help individuals minimize financial risks and achieve long-term financial stability


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