Financial Services Expert

1 day ago

Manila, National Capital Region, Philippines beBeeFinance Full time ₱600,000 - ₱1,200,000

Job Title: Financial Solutions Specialist

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This is a challenging role that involves delivering customized financial advice to clients, focusing on insurance and investment solutions. Key responsibilities include identifying client needs, recommending suitable insurance or investment solutions, and assisting them in achieving their financial objectives.

The ideal candidate will have excellent communication skills, strong interpersonal skills, and the ability to work effectively with bank personnel to drive client referrals and generate leads.

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Key Skills and Qualifications:

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  • Hold a Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Have at least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
  • Possess excellent communication, interpersonal, and customer service skills.
  • Be results-oriented and motivated by a passion for helping people with their financial well-being.
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Benefits:

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  • Commissions
  • HMO with dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.
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Competitive Salary and Benefits Package:

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The company offers a competitive salary and benefits package that includes commissions, health insurance, life insurance, retirement plan, leave credits, up to 14th-month pay, annual salary increase, and performance bonuses.

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Join Our Team:

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We are seeking highly motivated and talented individuals who share our passion for providing exceptional customer service and building long-lasting relationships with clients.

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