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Financial Planning Expert

2 weeks ago

Bacolod City, Western Visayas, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,800,000

Job Title: Financial Planning Expert

We are seeking a skilled professional to join our team as a Financial Planning Expert. This role involves meeting with clients to understand their financial objectives, needs, and concerns.

To excel in this position, you must have excellent communication skills and be willing to work onsite. You will analyze client financial information to develop customized financial plans, recommending appropriate financial products and strategies such as insurance, investment, and savings plans.

The ideal candidate will possess a detail-oriented approach and be passionate about helping individuals achieve their financial goals.

Key Responsibilities:

  • Analyze client financial information to develop customized financial plans
  • Recommend suitable financial products and strategies
  • Meet with clients to understand their financial objectives, needs, and concerns
  • Communicate effectively with clients and stakeholders

Required Skills and Qualifications:

  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data
  • Detail-oriented approach
  • Passion for helping others achieve their financial goals

Benefits:

This role offers the opportunity to make a positive impact on people's lives by helping them achieve their financial objectives. If you are a motivated and detail-oriented individual who is passionate about financial planning, we encourage you to apply.

About the Role:

This is a challenging and rewarding role that requires a high level of skill and expertise. We offer a competitive compensation package and opportunities for career growth and development.