Financial Service Specialist

23 hours ago

General Santos, Soccsksargen, Philippines beBeeWealth Full time ₱500,000 - ₱1,000,000
Job Description:

We are seeking a skilled Financial Wealth Planner or Life Insurance Agent to join our team. This role involves lead generation, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients achieve their long-term financial goals.

The ideal candidate should be willing to undergo extensive sales and financial management training, possess strong analytical skills, and reside in NCR and CALABARZON for contingency.

This is an opportunity for fresh graduates, undergraduates, and those with 6 months of relevant work experience. Prior insurance industry experience is not required, but sales experience is preferred.

As a part-time employee, you can work 2-3 hours daily and have a stable Internet connection. You must also have an iPad, smartphone, or Android tablet.

Responsibilities:
  • Generate leads and prospect clients
  • Prepare life insurance proposals
  • Deliver personalized insurance and investment solutions
  • Engage with clients to help them reach long-term financial goals
  • Participate in extensive sales and financial management training
Requirements:
  • College level education; fresh graduates and undergraduates welcome
  • At least 6 months of relevant work experience
  • Willingness to undergo training and licensure exam
  • Stable Internet connection and own device (iPad, smartphone, or Android tablet)
  • Strong analytical skills preferred
  • Reside in NCR and CALABARZON for contingency
Benefits:
  • 100% Work-From-Home or anywhere
  • 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

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