Expert Financial Strategist

6 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱400,000 - ₱700,000
Job Overview

We are seeking a Financial Wealth Planner to generate leads, prospect clients and deliver personalized insurance and investment solutions. This role is ideal for those who want to work remotely or have flexible schedules.

As a Financial Wealth Planner, you will be responsible for creating life insurance proposals and engaging with clients to help them reach their long-term financial goals.

Responsibilities:
  • Generate leads and prospect clients through strategic outreach and networking.
  • Prepare comprehensive life insurance proposals that meet client needs.
  • Deliver tailored insurance and investment solutions that drive business growth.
  • Develop strong relationships with clients to understand their financial objectives and provide personalized support.
  • Participate in extensive sales and financial management training to enhance skills and knowledge.
Requirements:
  • At least college level education; fresh graduates and undergraduates welcome.
  • At least 6 months of relevant work experience preferred but not required.
  • No prior insurance industry experience necessary.
  • Sales experience a plus but not essential.
  • Willingness to undergo training and licensure exam required.
  • Stable internet connection and suitable device (iPad, smartphone, Android tablet) necessary.
  • Residing in NCR and CALABARZON preferred for contingency purposes.
  • Strong social media presence a desirable asset.

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