Remote Part-Time Financial Services Specialist

10 hours ago


Manila, National Capital Region, Philippines beBeeFinancial Part time ₱300,000 - ₱500,000
Part-Time Financial Consultant

This is an exciting opportunity for a dynamic and detail-oriented individual to join our team as a Part-Time Financial Consultant. Located in Metro Manila, this hybrid role allows for a perfect blend of work from home and office interaction.

Main Responsibilities:
  • Develop comprehensive financial plans tailored to clients' needs, encompassing investments and retirement planning.
  • Analyze clients' financial situations, identifying areas for improvement and opportunities for growth.
  • Maintain ongoing relationships with clients, ensuring their evolving needs are met and exceeded.
Required Skills and Qualifications:
  • Exceptional financial planning and retirement planning skills.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Able to work independently and collaboratively as part of a team.
Benefits:

This part-time role offers the ideal balance between flexibility and professional growth. As a Part-Time Financial Consultant, you will have the opportunity to make a meaningful impact on clients' lives while enjoying a comfortable work-life balance.

Seniority Level:
  • Entry level
Employment Type:
  • Part-time
Job Function:
  • Finance and Sales
Industries:
  • Insurance Agencies and Brokerages


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