Senior Financial Wealth Strategist

6 days ago

Cebu City, Central Visayas, Philippines beBeeWealth Full time ₱4,000,000 - ₱6,000,000
Financial Wealth Planning Opportunity

We are seeking driven and passionate individuals to join our organization as Financial Wealth Planners or Life Insurance Advisors. 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 objectives.

This opportunity is available for both full-time and part-time schedules. Part-time roles may involve working 2-3 hours daily, and we offer a flexible arrangement that allows you to work from anywhere.

Main Responsibilities:

  • Generate leads and prospect clients to provide tailored insurance solutions.
  • Prepare and deliver personalized life insurance proposals to meet client needs.
  • Engage with clients to help them achieve their long-term financial goals.
  • Participate in comprehensive sales and financial management training to enhance skills and knowledge.

Requirements:

  • A minimum of college-level education; fresh graduates and undergraduates are welcome.
  • At least 6 months of relevant work experience, though prior insurance industry experience is not necessary.
  • Sales experience is preferred but not required.
  • Candidates must be willing to undergo training and licensure exams.
  • A stable Internet connection and an iPad, smartphone, or Android tablet are essential.
  • A strong social media presence is beneficial but not mandatory.

Benefits and Perks:

  • 100% Work-From-Anywhere arrangement.
  • Weekly pay.
  • HMO and Life Insurance Coverage.
  • Quarterly and Annual Travel Incentives.
  • Extensive Sales and Financial Management Training.
  • Awards and Recognitions and Career Growth Opportunities.

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