Career Advancement Opportunity as Financial Wealth Planner

16 hours ago

Angeles City, Central Luzon, Philippines beBeeFinancial Full time ₱30,000 - ₱60,000
Job Opportunity

We are seeking highly motivated and ambitious individuals to fill a Financial Wealth Planner or Life Insurance Agent position.

This role involves generating new business leads, prospecting clients, crafting personalized life insurance proposals, and delivering exceptional insurance and investment solutions to help clients achieve their long-term financial goals.

The ideal candidate will be able to effectively generate leads, prepare customized life insurance proposals, and deliver tailored insurance and investment solutions. They will also engage with clients to help them reach long-term financial objectives and participate in comprehensive sales and financial management training.

Key Responsibilities
  • Generate new business leads and prospect potential clients
  • Craft and deliver personalized life insurance proposals
  • Develop and deliver tailored insurance and investment solutions
  • Engage with clients to help them achieve long-term financial goals
  • Participate in extensive sales and financial management training
Qualifications and Requirements
  • At least a college level education; fresh graduates and undergraduates are welcome
  • At least 6 months of relevant work experience
  • No prior insurance industry experience is required, but sales experience is preferred
  • Must be willing to undergo training and licensure exams
  • Requires a stable internet connection and access to a tablet or smartphone
  • Preferably residing in Angeles for contingency purposes
  • Strong social media presence is an asset
Benefits and Incentives
  • 100% Remote Work Option
  • Weekly Compensation
  • HMO and Life Insurance Coverage
  • Quarterly and Annual Local/Foreign Travel Incentives
  • Comprehensive Sales and Financial Management Training
  • Awards and Recognitions and Career Advancement Opportunities

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