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Insurance Advisor
1 week ago
Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of salesProactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basisConducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goalsAnalyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client's needsProvides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decisionEnsures customer's complete understanding of their major financial decision and discusses their full responsibility over the planAssists clients on any plan-related transactions and gives prompt and accurate response to client's inquiriesMust be willing to learn and adapt to the ever changing financial needs of clientsMeets the key performance indicators specified by the company including production and persistency
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2022 Financial Advisor
2 weeks ago
Manila, National Capital Region, Philippines Red Lion Summit Life Insurance Agency Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information. There is no experience in sales or finance is needed but a fast learning skill will be very appreciated....
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Bancassurance Financial Advisor For Manila
2 weeks ago
Manila, National Capital Region, Philippines Jocsoncollege Full timeBancassurance Financial Advisor for Manila-53646 at Eastwest Ageas Insurance | Jobs | Bancassurance Financial Advisor for ManilaEastwest Ageas Insurance National Capital Region (NCR), Manila 1 Year(s) experience. Salary Undisclosed Full Time 1 opening Submit ResuméLink View CareerSiteJob Details About Us RequirementsAt least 1 year(s) of working...
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Financial Advisor For Metro Manila
2 weeks ago
Manila, National Capital Region, Philippines Santaisabel Full timeAt least 1 year(s) of working experience in the related field is required for this position.Candidate must possess at least a Bachelor's/College Degree, Some College (But did not graduate) on Business Studies/Administration/Management.Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.Required...
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Manila, National Capital Region, Philippines Jobs Cruze Consultancy Services Full timeOpenings For Agency ChannelRecruit Insurance AdvisorsGuide Team of Insurance Advisors/Agents to Sell Life Insurance ProductsGenerate Business through Insurance AgentsShare CV on CV on Required Candidate profileMin. 1 year of Insurance sales/BFSI sales/(LI/HI/GI)Sales exp. can ApplyMin. 1 year of BFSI Sales/Any Sales exp. & good contacts & Network can...
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Medical Advisor
7 days ago
Manila, National Capital Region, Philippines Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) Full timeBENEFITS/PERKSCompetitive Salary13th and 14th month salary guaranteedPerformance Incentive Plan / Yearly BonusRetirement Program and Group Life InsuranceBe part of a pioneer teamKEY RESPONSIBILITIESKey responsibilities will include, but are not limited to, the following:Preauthorization of in-patient treatment.Aggressive cost containment through tight...
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Financial Advisor For Metro Manila
2 weeks ago
Manila, National Capital Region, Philippines Jocsoncollege Full timeAt least 1 year(s) of working experience in the related field is required for this position.Candidate must possess at least a Bachelor's/College Degree, Some College (But did not graduate) on Business Studies/Administration/Management.Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.Required...
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Business Unit Head
2 weeks ago
Manila, National Capital Region, Philippines Synergia Insurance Agency Full timeWe are looking for business-minded partners — Unit Managers Qualified candidates must possess the ff: Situated in NCRWith minimum 3 years sales & management experienceCollege graduate of any 4-yr coursePlus: With existing sales team (minimum of 6 people) + with own car (for mobility)** Preferred industry: Financial Services (Insurance & Banks) Automotive,...
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Relationship Manager- Equity Advisor
2 weeks ago
Manila, National Capital Region, Philippines Aspiring Mantra Full timePosted: 18 days ago Openings: 1 Applicants: 52 Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds & all the productsGenerate revenues and AUM for the companyProviding clients with advices that helps them in their investmentRequired Candidate profileGraduate with at least 2 yrs experience...
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Technical Onboarding Advisor
2 weeks ago
Manila, National Capital Region, Philippines RingCentral Full timeTechnical Onboarding Advisor page is loaded Technical Onboarding Advisor Apply locations Manila time type Full time posted on Posted 3 Days Ago job requisition id R071617 About RingCentral/Acquire BPORingCentral, Inc. is a US-based company engaged as a global provider of cloud unified communications and collaboration solutions. It is being serviced in the...
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One-stop Financial Hub Development Manager
2 weeks ago
Manila, National Capital Region, Philippines Akma General Insurance Agency Full timeJoin us for a career where life outside work matters as much as your professional journey. Enjoy flexible schedules and remote options, fostering a balanced and fulfilling life. With uncapped income potential in our performance-based model, your hard work directly impacts your earnings.Our comprehensive training programs and ongoing support ensure your...
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Healthcare Customer Service
6 days ago
Manila, National Capital Region, Philippines Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) Full timeBENEFITS/PERKSCompetitive Salary13th and 14th month salary guaranteedPerformance Incentive Plan / Yearly BonusRetirement Program and Group Life InsuranceHybrid Work Set-upBe part of a pioneer teamJOB DETAILS / ROLE PURPOSEOur Customer Service/Care Advisors are the first point of contact of our clients worldwide (including brokers and medical providers). The...
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Manila, National Capital Region, Philippines Priority People Hr Solutions Full timePosted: 25 days ago Openings: 11 Applicants: 79 -Leads provided by company-Close leads from call centers-Cold calling required-Customer servicing-Bike mandatory-Collection of renewalsfwd ur cv at :- or call at: Skills highlighted with '' are preferred keyskills A leading Manpower recruitment consultancy dealing with life and health insurance across...
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Relationship Manager
6 days ago
Manila, National Capital Region, Philippines Sun Life Financial Inc. Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Agency Partner
2 weeks ago
Manila, National Capital Region, Philippines Opulent Draco Full time= Provide financial planning support to clients= Support investment professionals to cultivate client relationships= Prepare financial plans and check their accuracy= WFH Set up= Flexible Work Arrangement= Unlimited commissions and bonuses= Free Local and International Travel= HMO= Group Insurance= Professional Development OpportunitiesAgency Partner...
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Group Sales Head
2 weeks ago
Manila, National Capital Region, Philippines EVOLUTION FINANCIAL SOLUTION Full timeGroup Sales HeadNational Capital RegPHP 50,000 - PHP 200,000Job HighlightsFlexible working hoursBuild your business and earn better unlimited compensationJob DescriptionGroup Sales Head for Manulife Philippines. Successful candidates will be provided with training and support to become experts in the field of sales management, recruitment, and advisor...
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Senior Paraplanner
2 weeks ago
Manila, National Capital Region, Philippines XIN SERVICES CORP Full timeWe are looking for an experienced Paraplanner to join our team and contribute to our mission of delivering top-notch financial solutions to our clients. As a Paraplanner with us, you will have the opportunity to work closely with our experienced advisors and play a key role in shaping the financial futures of our clients.If you are passionate about financial...
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Director - Commercial Distribution
2 weeks ago
Manila, National Capital Region, Philippines AXA Full timeAdd expected salary to your profile for insights · Ensure the attainment of target for GI In Branch-Banca (Metrobank & PSBank)· Increase penetration Ratio of Metrobank, PSB and AXA Distributors· Training and Development of Business Development Officers· Collection Efficiency of atleast 80%· Insurance Audit· Create Business Process· Analyze the...
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Unit Manager
2 weeks ago
Manila, National Capital Region, Philippines SUN LIFE - AMARYLLIS UNIT CANNONBALL NBO Full timeLooking for Your NEXT BIG GIG? Join Us as a Unit Manager Candidate / Financial AdvisorMake a real difference & enjoy flexibility, amazing rewards, and the chance to impact lives.Why You'll Love This Gig:Purpose-Driven Career: Be part of a mission that matters.Work Anywhere: Flexibility to work remotely.Flexible Schedule: Manage your time for family,...
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Advisor, RMOD and Head, RMOD-OGU
2 weeks ago
Manila, National Capital Region, Philippines Asian Development Bank Full timeDivision Operational Risk and Risk Governance Unit Location Date Posted Date Posted Friday, May 10, 2024 Closing Date Join Our Mission to Foster Prosperity in AsiaAre you ready to make a lasting impact on the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious...
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Manila, National Capital Region, Philippines Concentrix Philippines Full timeWhy Concentrix:Prepare for a game-changing career adventure filled with fun, growth, and endless possibilitiesAs a five billion-dollar publicly traded company (CNXC), we know that when we put our people first, business thrives. You'll find the runway and resources to build the career you've always imagined.At Concentrix, we celebrate diversity, empower our...