Dynamic Financial Wealth Planner Wanted

20 hours ago

Las Piñas, National Capital Region, Philippines beBeeWealth Full time ₱600,000 - ₱800,000

We are seeking a dynamic and results-driven Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will be responsible for generating leads, prospecting clients, and delivering personalized insurance and investment solutions to help them achieve their long-term financial goals.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to work in a fast-paced environment and meet sales targets. You will also have a strong understanding of life insurance products and services, as well as experience in lead generation and client acquisition.

In this role, you will have the opportunity to develop your skills and knowledge through extensive training and development programs. You will also be part of a dynamic and supportive team that is committed to helping you succeed in your career.

The benefits of this role include flexible working arrangements, competitive compensation, and opportunities for career growth and advancement. If you are a motivated and ambitious individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

Key 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

Required Skills and Qualifications:

  • Bachelor's degree or equivalent
  • At least 6 months of relevant work experience
  • No prior insurance industry experience required
  • Sales experience is preferred but not required
  • Willingness to undergo training and licensure exam
  • Strong social media presence is a plus

Benefits:

  • Flexible working arrangements
  • Competitive compensation
  • Opportunities for career growth and advancement
  • Extensive sales and financial management training
  • Awards and recognitions

We offer a dynamic and supportive work environment that is committed to helping you succeed in your career. If you are a motivated and ambitious individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

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