Career as Financial Planner

1 day ago

Makati City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱3,000,000 - ₱6,000,000
Financial Planning Consultant

I am expanding my team of experts to provide financial planning solutions. If you are interested in a challenging role, please connect with me via message.


About the Role

This is an excellent opportunity for individuals looking to develop their skills in financial planning and investment strategies.


  • Meet with clients face-to-face or online to discuss financial planning and investment goals
  • Develop tailored financial plans to help clients achieve their objectives
  • Evaluate and recommend insurance products that align with client goals
  • Perform regular policy reviews to reassess client financial situations and adjust plans accordingly

Required Skills and Qualifications
  • Strong analytical and problem-solving skills
  • Goal-driven and process-oriented individual
  • Excellent communication and interpersonal skills
  • Able to work remotely

Benefits
  • Opportunity to grow professionally in a dynamic environment
  • Chance to make a positive impact on clients' lives

Other Requirements
  • Entry-level position
  • Full-time employment
  • Finance and sales industry
  • Insurance agencies and brokerages sector

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