Financial Expert

1 day ago

Antipolo City, Calabarzon, Philippines beBeeProfessional Full time ₱800,000 - ₱1,000,000
About the Role

As a skilled financial professional, you will be working closely with advisors to prepare and implement comprehensive financial plans for clients. The ideal candidate will possess strong analytical skills, excellent communication skills, and the ability to work independently.

The role involves assisting advisors in creating financial plans, conducting research on insurance products, and preparing financial needs analysis reports. You will also collaborate with advisors to identify appropriate investment strategies based on client needs and goals, and attend client meetings to present and review financial plans.

In addition to your experience, we are looking for someone who is professional, possesses impeccable English language communication skills, and has a strong numerical and logical reasoning skillset.

Responsibilities
  • Assist advisors in creating comprehensive financial plans for clients
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies
  • Prepare and analyze financial needs analysis reports to support the development of financial plans
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans
  • Work with clients to gather necessary financial information and documents
  • Understand and interpret legal documents related to insurance products
  • Manage and update client information in the company's database
Competencies and Qualifications
  • 3 years of experience as a financial professional or in a similar role is preferred
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with legal documents related to insurance products
  • A desire to become an expert in both insurance products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative
  • Strong written and verbal communication skills
What We Offer
  • 100% Remote Work
  • 13th Month Pay
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs

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