Financial Consultant

2 weeks ago


Makati City, National Capital Region, Philippines Two Summit Life Insurance Agency Full time

Role Description

This is a part-time hybrid role for a Financial Consultant at Two Summit Life Insurance Agency. The Financial Consultant will be responsible for providing financial planning, investment advice, and retirement planning services to clients.

Free trainings will be provided. Attending two meetings each month is required, aside from that, employees have the flexibility to work at any time and from any location for the rest of the month.

Responsibilities

  • Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)
  • Guide existing clients in making wise financial decisions across different life stages
  • Develop business by acquiring and building individual and corporate clienteles
  • Manage, develop, and train a group of financial consultants.

Benefits And Rewards

  • Work-from-home setup

Time

  • Time flexibility and work-life balance
  • Work anytime, anywhere

Income stability by having multiple sources of income

  • Enjoy weekly income, quarterly bonus and cash incentives
  • HMO and Group Life Insurance benefits
  • Employer-matched savings and retirement plan

Purpose

  • Career with a mission - we help increase financial literacy and prevent financial tragedies
  • Make a positive impact

Travel

  • Local and international travel incentive
  • All expense-paid luxury travels (Hawaii, Slovenia, Hungary, New Zealand, China and many more)

Career and personal development

  • Fast-paced promotion and career development (become a manager as early as 6 months)
  • Strong support and mentoring system
  • Cultivate your entrepreneural aspirations

Minimum Qualifications

  • Willing to be trained and coached
  • Must be residing and working in the Greater Manila Area, Pampanga, Laguna, and other nearby areas
  • Willing to attend online meetings and trainings
  • Bachelor's Degree Graduate

#J-18808-Ljbffr

  • Makati City, National Capital Region, Philippines Risewave Consulting Inc Full time

    As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clientsof our partnered bank by helping them celebrate living. Similarly, you will be involvedin the implementation of strategic initiatives to build and maintain cordial businessrelationship with bank partners to grow and retain dedicated sales distribution model.You will have...


  • Makati City, National Capital Region, Philippines Risewave Consulting, Inc. Full time

    As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You...


  • Makati City, National Capital Region, Philippines Risewave Consulting Inc Full time

    As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clientsof our partnered bank by helping them celebrate living. Similarly, you will be involvedin the implementation of strategic initiatives to build and maintain cordial businessrelationship with bank partners to grow and retain dedicated sales distribution model.You will have...


  • Makati City, National Capital Region, Philippines Risewave Consulting, Inc. Full time

    As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You will...


  • Makati City, National Capital Region, Philippines Polytechnic University of the Philippines Full time

    Company: Philippine Commercial Capital, Inc. Number of available position(s): 1 Description: Responsible for the preparation of Financial Statement, remitting tax payments to government agency. Ensures that transactions are properly authorized and recorded. Duties and Responsibilities: A. Financial Reporting1. Transaction Processing- Ensuring accurate,...


  • Makati City, National Capital Region, Philippines Oracle Full time

    This position does not offer Visa/Work Permit SponsorshipJob Requirements:Implementation Consulting experience in Insurance domain application implementation is requiredPrior experience in integration with other systems such as Financials ERP, Document generation, Payments processing etc.Prior experience in data migration area from Legacy to target solution...

  • Financial Consultant

    2 weeks ago


    Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...


  • Makati City, National Capital Region, Philippines Oracle Full time

    This position does not offer Visa/Work Permit SponsorshipJob Requirements:Implementation consulting or IT experience with health insurance domain applications for a Philippines based Insurance companyProficiency in English - verbal and writtenGood communication and documentation skillsFamiliar with basics of Oracle tech stack (Java, SQL)Knowledge of other...


  • Makati City, National Capital Region, Philippines iEMINENCE, INC. Full time

    Human Resources Information System ConsultantiEMINENCE, INC. is a privately owned IT solutions company based in Makati. We specialize in providing various IT solutions, including business consulting, hardware and software design and development.Role DescriptionThis is a full-time on-site role for a Human Resources Information System Consultant. The...

  • Financial Reporting

    2 weeks ago


    Makati City, National Capital Region, Philippines AIA Philippines Full time

    Financial Reporting & Analysis ConsultantWe don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can...


  • Makati City, National Capital Region, Philippines SGV & Co. Full time

    Key Responsibilities:Lead and participate in finance and operations transformation engagements.Collaborate with senior leadership to craft presentations and reports for key stakeholders.Develop, collaborate and manage productive working relationships with client counterparts/management.Participate in business development activities.Build strong relationships...

  • Staff Consultant

    2 weeks ago


    Makati City, National Capital Region, Philippines Ll Oefentherapie Full time

    About Our TeamOracle Revenue Management and Billing (ORMB) delivers best-in-class functionality for powerful relationship-based pricing and billing management. It enables financial institutions, payment processors and healthcare payers to generate new sources of revenue.ORMB for Banking enables corporate and retail banks to balance product-based and...

  • Project Consultant

    2 weeks ago


    Makati City, National Capital Region, Philippines One CoreDev IT (CORE) Full time

    A Project Consultant will perform as an individual contributor on client engagement teams, working under the supervision of an Engagement Director and/or Partner, to develop work product, and manage project activities. Responsible for project delivery and management experience that are looking to grow into consultants.Responsibilities:Develop quality work...


  • Makati City, National Capital Region, Philippines Jobs for Humanity Full time

    Job DescriptionPosition Type: Full timeType Of Hire: Experienced (relevant combo of work and education)Education Desired: Bachelor of Business AdministrationTravel Percentage: % Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and...

  • Senior Consultant

    2 weeks ago


    Makati City, National Capital Region, Philippines One CoreDev IT (CORE) Full time

    A Senior Consultant will perform as an individual contributor on client engagement teams, working under the supervision of an Engagement Director and/or Partner, to develop work product, lead specific project initiatives, and act as a subject matter expert on consulting projects. Client engagement activities include but are not limited to framing issues,...


  • Makati City, National Capital Region, Philippines FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Travel Percentage : 10 - 15%Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology....

  • Onboarding Consultant

    2 weeks ago


    Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full time

    Select how often (in days) to receive an alert: Department: DEEx Allboarding Operations Division: Talent & Culture About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an Onboarding Consultant, you will be...

  • HR Consultant

    2 weeks ago


    Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full time

    Select how often (in days) to receive an alert: Department: DEEx Allboarding Operations Division: Talent & Culture About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an HR Consultant - Crossboarding &...


  • Makati City, National Capital Region, Philippines ING Full time

    Financial Accounting & Reporting SpecialistOverview:Global Finance Services (GFS) is the department responsible for the central processing and reporting of all accounting events globally related to the Financial Markets, Treasury, Lending and Payments Services of ING Bank. These activities are executed in both Amsterdam and Manila. The latter location is in...


  • Makati City, National Capital Region, Philippines Black & Veatch Family of Companies Full time

    At Black & Veatch, our employee-owners go beyond the project. For over a century, we have been breaking down social, economic and geographic barriers by making life's critical resources accessible to all. Working with us, you will help provide critical expertise as we, along with our valued clients, deliver solutions that positively impact communities around...