Expert Financial Strategist

1 day ago


General Santos, Soccsksargen, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Key Role

I am seeking goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.


Job Responsibilities
  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop tailored financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that meet client's requirements
  • Perform policy reviews to re-assess financial situations and re-strategize

Required Qualifications
  • Willingness to learn
  • Goal-oriented mindset
  • Process and System driven approach
  • Ability to work remotely

Work Arrangement
  • Full-time position

Industry Focus
  • Finance and Sales

Insurance Sector
  • Insurance Agencies and Brokerages

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