Establish Your Career as a Financial Specialist

1 day ago

Lipa City, Calabarzon, Philippines beBeeWealth Full time ₱800,000 - ₱1,500,000
Job Title

Urgent hiring for Wealth Management Specialists who can deliver personalized insurance and investment solutions to clients.

Location options: 100% Work-From-Home or location-independent. Part-time schedules may be 2-3 hours daily. Weekly pay, HMO and life insurance coverage, and travel incentives are available where applicable.

Note: This description reflects a role with extensive sales and financial management training; only information in this listing should be considered.

Responsibilities
  • Generate leads and prospect clients for wealth management opportunities.
  • Prepare comprehensive insurance proposals to help clients achieve their long-term financial goals.
  • Deliver personalized insurance and investment solutions through effective communication and relationship-building.
  • Engage with clients to provide expert advice on wealth management strategies.
  • Participate in extensive sales and financial management training to develop skills and knowledge.
Qualifications
  • At least college level; fresh grads and undergrads are welcome.
  • At least 6 months of relevant work experience is required.
  • No prior insurance industry experience is necessary.
  • Sales experience is preferred but not required.
  • Willingness to undergo training and licensure exam is essential.
  • Ability to work 2-3 hours daily (for part-timers) and have a stable Internet connection is required.
  • Must have an iPad, smartphone, or Android tablet.
  • Preferrable residing in NCR and CALABARZON for contingency purposes.
  • Strong social media presence is beneficial.
Employment Type and Seniority
  • Employment type: Part-time (also suitable for full-time).
  • Seniority level: Entry level.
Benefits and Perks
  • 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.
Application and Contacts

You can join as a part-timer even if you are currently employed. Referrals may increase your chances of interview consideration.


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