Achieve Financial Freedom

6 days ago


Antipolo City, Calabarzon, Philippines beBeeFinancial Full time ₱3,000,000 - ₱8,000,000
Financial Planning Specialist

We are seeking goal-oriented professionals to join our organization, dedicated to spreading financial literacy and helping individuals minimize financial risks.

About the Role
  • Meet with clients face-to-face or online to discuss financial planning and investment strategies
  • Develop tailored financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that meet client needs
  • Perform regular policy reviews to reassess financial situations and adapt strategies as needed
Qualifications
  • Willingness to learn and grow in a dynamic environment
  • Goal-driven approach to achieving results
  • Process and system-oriented mindset
  • Ability to work remotely
Requirements
  • Entry-level candidates welcome
  • Full-time employment opportunity
  • Finance and sales skills required
  • Insurance industry experience preferred


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