Financial Services Professional

2 days ago

Lipa City, Calabarzon, Philippines beBeeInsurance Full time ₱50,000 - ₱75,000

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

About the Role

As a financial services professional, you will work closely with experienced advisors to prepare and implement comprehensive financial plans for clients. Our organization is seeking someone who can learn and develop expertise in insurance products and advice preparation.

Responsibilities

  • Support advisors in creating detailed financial plans for clients that meet their needs and goals
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies to provide informed advice
  • Prepare and analyze financial needs analysis reports to support the development of client financial plans
  • Collaborate with advisors to identify suitable investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review 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

Key Qualifications

  • 3 years of experience as a paraplanner or in a similar role in the financial services industry is preferred
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with legal documents related to insurance products
  • A desire to become an expert in both insurance products and advice preparation
  • Excellent communication skills, including written and verbal
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, able to work independently and take initiative

Benefits

  • 100% remote work arrangement
  • 13th month pay
  • Paid service incentive leave upon probationary period
  • Flexible holiday arrangements allowing worked regular holidays to convert to additional paid leave
  • Annual performance appraisal subject to review
  • Access to free learning and development programs

Application Process

We are committed to making the application process transparent and respectful. Our typical interview process includes a recruiter interview, client interview, and practical test. Throughout each stage, we will keep you informed and provide feedback as quickly as possible.

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