Financial Advisor

2 weeks ago


Quezon City, National Capital Region, Philippines Leap Financials Full time
1.

PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more.


  • SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.
  • BUILDING RAPPORT – Take time to know your client. Where does he work, is he married, how many kids, what was the reason for meeting with you? These are some of the questions to ask among others.
  • NEEDS ANALYSIS – Identify the needs and wants of the client. Encourage the client to open up so you can pinpoint areas where he needs your help.
  • SOLUTION PRESENTATION – Present a financial product that solves the needs of the client – is it life insurance, is it a savings program, is it health insurance, a retirement program, etc.
  • HANDLE OBJECTIONS – If the client is really engaged with the presentation, chances are there will be objections. Most people think that objections are not good. But in reality, it means that the client is interested that is why they are asking. Acknowledge those objections and respond properly.
  • ASK FOR REFERRALS – Most advisors usually skip this process. But if you want to be a successful financial advisor, do not skip this. I have been a financial advisor since I was 21 years old and became an MDRT at age 23. MDRT members belong to the top 5% of financial advisors worldwide. And this has been one of my secrets to achieving success as an advisor.
  • POLICY DELIVERY – Another commonly skipped process is the policy delivery process. In this process, you discuss what are the benefits of the policy preferably with the beneficiaries. This is an opportunity to sell also to the beneficiaries or cross-sell other products such as NON-LIFE INSURANCE (car and home insurance), HEALTH CARDS (no reimbursement needed health insurances), and PURE INVESTMENT PRODUCTS LIKE MUTUAL FUNDS AND UITF other products.
  • ANNUAL REVIEWS – Regularly provide continuous after-sales service to get new client referrals and repeat business. This is the best way to have a long and fruitful career as a financial advisor.

  • Financial Advisor

    2 weeks ago


    Quezon City, National Capital Region, Philippines Leap Financials Full time

    We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...


  • Makati City, National Capital Region, Philippines BDO Life Assurance Full time

    Opportunity Expired BDO Life offers highly qualified Financial Advisors with an opportunity to achieve their personal and professional aspirations. Build a rewarding career with BDO LifeOur Financial Advisors work in partnership with BDO in securing the financial well-being of Filipino families. They carry out a noble purpose of helping BDO clients by...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines Holy Trinity University Full time

    As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines Jocsoncollege Full time

    Candidate must possess at least a Bachelor's/College Degree on any course.Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.Required skill(s): Strong interpersonal and communication skills, Ability to build rapport and trust with clients, Analytical and problem-solving skills, Sales and negotiation...

  • 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...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines BDO Unibank Full time

    Select how often (in days) to receive an alert: Business Unit: BDO Life Assurance Company, Inc. Department: Are you looking for an entrepreneurial type of career in corporate world through life insurance sales? Are you after a financially-rewarding and noble career by protecting the financial well-being of Filipino families? Then join our growing BDO...


  • Quezon City, National Capital Region, Philippines IBM Philippines Full time

    IBM is hiring for the role of Q2C Advisor Professional. At IBM, work is more than a job – it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of...

  • Financial Sales Agent

    2 weeks ago


    Quezon City, National Capital Region, Philippines LeadAdvisors Full time

    About the Job:We are seeking a highly motivated and experienced Financial Sales Agent to join our team in U.S. Its a leading Financial institution dedicated in providing excellent financial services to our customers.A Financial Sales Agent plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Sales agent,...


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

    A multinational listed security and logistics company.JOB DESCRIPTION• Prepare quality monthly financial statements and reporting to Group (under IFRS), fulfilling strict datelines and according to corporate requirements.• Supervision and reorganization of all accounting functions. Management of controlling, reporting, treasury, accounting, payables,...

  • Financial Controller

    2 weeks ago


    Makati City, National Capital Region, Philippines KSearch Asia Consulting, Inc. Full time

    Our client is a one of the leading Digital Banks.JOB DESCRIPTIONPrepare timely and accurate financial statements, including income statements, balance sheets, cash flow statements, and other financial reports.Ensure compliance with accounting principles, standards, regulations, and laws.Coordinate and oversee the external audit process.Develop and implement...


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

    Select how often (in days) to receive an alert: Senior Employee Relations Advisor Department: ERW&S Employee Relations Division: Talent & Culture Location: Makati City / Quezon City 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...


  • Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full time

    Financial Analyst, HoF Canada Retirement page is loaded Financial Analyst, HoF Canada Retirement Apply locations Quezon City time type Full time posted on Posted 2 Days Ago job requisition id JR We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our...


  • Makati City, National Capital Region, Philippines Sun Life Financial Full time

    Regional Sales Manager - Territory 3, Cluster 3B page is loaded Regional Sales Manager - Territory 3, Cluster 3B Apply locations Makati City, National Capital Region (Manila) time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and...


  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    Job Description The Financial Planning & Analysis Expert will be responsible in providing timely, reliable and relevant financial information to management and stakeholders. He/She will also be the finance business partner to other functions and will be responsible in providing financial assessment / support in their various projects and initiatives. Skills...


  • Quezon City, National Capital Region, Philippines Manulife Philippines Full time

    Opportunity Expired Investment operation analyst research and administration of routine and some complex in good order financial and non-financial transactions on applicable systems for Manulife clients and/or advisors while providing quality service. Requirements: Technical Requirements (indicate the minimum technical requirements needed to be hired):•...

  • Healthcare Advisors

    2 weeks ago


    Quezon City, National Capital Region, Philippines Care Technologies Full time

    Posted a month ago and deadline of application is on 19 JanRecruiter was hiring a day agoJob DescriptionHandle patient insurance verification and billing generationAnswers questions and resolves issues based on phone calls/letters from members and health service providersMaintains complete and accurate system documentation of all customer...

  • IT Head

    2 weeks ago


    Quezon City, National Capital Region, Philippines Marivent Hotels and Resorts Inc. Full time

    Duties and Responsibilities:Overseeing all IT operations infrastructure.Developing, implementing, and evaluating IT projects in line with organizational objectives.Liaising with other departments to determine and address their IT needs and requirements.Managing and supervising employees in the IT department.Ensuring the maintenance of current projects and...


  • Quezon City, National Capital Region, Philippines ABS-CBN Corporation Full time

    JOB OVERVIEW:As the Senior Finance Officer at the Director level within our Film Business, you will play a crucial role in shaping and managing the financial strategy of our film projects. You will collaborate with key stakeholders, provide strategic financial guidance, and ensure the financial health and success of our film ventures. This position requires...

  • US Accountant

    2 weeks ago


    Quezon City, National Capital Region, Philippines Intelassist Full time

    Location: Eastwood, Libis Quezon CityWork Setup: Hybrid (2 days onsite, WFH)Job Description:Intelassist Inc. is looking for a highly- skilled and experienced Accountant to join our team The Accountant is responsible for managing and reporting of financial data of the company. Performs accounts receivable processing based on data approved by...

  • Finance Director

    2 weeks ago


    Quezon City, National Capital Region, Philippines M2.0 Communications Inc. Full time

    Posted 2 days ago and deadline of application is on 31 JulRecruiter was hiring a day agoJob Description7Gen Corporation is a dynamic holding company that encompasses four distinct companies: M2.0 Communications, Media Meter Philippines, Rhythmos DB and Outboxd Solutions Inc.Is this role right for you?The Finance Director will play a critical role in shaping...