A Fresh Start as a Financial Wealth Planner

1 day ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeFinancial Full time ₱350,000 - ₱500,000
We are seeking a driven and passionate professional to join our team as a Financial Wealth Planner. This role involves generating leads, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients work toward their long-term financial goals.

As a Financial Wealth Planner, you will be responsible for:
  • Generating leads and prospecting clients to identify potential customers for life insurance products
  • Preparing life insurance proposals tailored to each client's needs and preferences
  • Delivering personalized insurance and investment solutions to help clients achieve their long-term financial objectives
  • Engaging with clients to understand their financial goals and provide guidance on how to achieve them
  • Participating in extensive sales and financial management training to enhance your skills and knowledge

Qualifications include:
  • At least college level education or relevant work experience
  • No prior insurance industry experience is required, but sales experience is preferred
  • Willingness to undergo training and licensure examination
  • Ability to work 2-3 hours daily (for part-timers) and have a stable internet connection
  • Possession of an iPad, smartphone, or Android tablet
  • Residing in NCR and CALABARZON is preferable for contingency purposes

Benefits and perks of this role include:
  • 100% Work-From-Home flexibility
  • Weekly pay
  • HMO and Life Insurance Coverage
  • Quarterly and Annual Local/Foreign Travel Incentives
  • Extensive Sales and Financial Management Training
  • Awards and Recognitions and Career Growth Opportunities

Application process: Please submit your application and we will review it accordingly.

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