Financial Solutions Strategist

1 day ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeFinancial Full time ₱1,000,000 - ₱1,500,000
Key Roles and Responsibilities

The Financial Solutions Strategist will build a successful career by spearheading Corporate Solutions activities.

This role offers entrepreneurial freedom and support from the nation's leading insurer, focused on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

You will act as a trusted advisor to C-level executives and business owners, providing comprehensive strategies that address complex challenges.

This position is aimed at leaders who can build a significant business within the agency and lead strategic initiatives to capture the corporate market nationwide.

Responsibilities:
  • Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Develop your client portfolio with strategic autonomy and the backing of a global network, training, and digital tools.
Requirements:

We are seeking a results-oriented leader who thrives on solving complex problems. The ideal candidate is a self-starter with a proven track record and a consultative mindset.

  • Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
  • Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
  • Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
  • Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business; nationwide network of business owners is a plus.
  • Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CWP or CFA are highly regarded.
Benefits:

We invest in our leaders—provide the platform; you define the limits of your success.

  • Commission-based compensation with performance incentives.
  • Strategic autonomy & entrepreneurial freedom: Build your corporate solutions practice with credibility and support of a leading brand.
  • Access to industry-leading certifications, advanced training, and digital tools.
  • Leverage the strength of a global brand with localized expertise.
  • Be part of a major growth initiative with dedicated support to accelerate market development.

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