Virtual Investment Consultant
4 weeks ago
About the Role
We’re looking for driven individuals who want to make a meaningful impact while enjoying the flexibility of working from home. As a Virtual Investment Consultant, you will guide clients in making informed financial decisions, focusing on long-term planning, protection, and wealth-building strategies.
This is a part-time, remote opportunity ideal for fresh graduates, career shifters, or those looking to earn additional income while learning and growing in the financial services industry.
Key Responsibilities
Educate clients on investment and protection options suited to their goals
Conduct basic financial needs analysis and provide personalized solutions
Build client relationships through regular communication and trust-based service
Stay up to date with financial tools, products, and best practices
Collaborate with mentors and team leaders for growth and support
Qualifications
No prior experience required; training will be provided
Open to part-time applicants and fresh graduates
Willingness to learn and grow in a professional, client-focused environment
Strong communication and people skills
Passionate about financial literacy and helping others succeed
What You’ll Get
Flexible work-from-home setup
Health and life insurance
Access to continuous training and mentorship
Career advancement opportunities, including promotion to leadership roles
Company Christmas gift and other seasonal incentives
A supportive, purpose-driven community
-
Virtual Sales Coordinator
2 weeks ago
Santa Rosa, Philippines Business Development Full timeCareer Opportunities with UniTrust Financial Group A great place to work. Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home)Work Hours: Flexible Schedule | Full-Time Only About InsuraTec Services Group: InsuraTec Services Group provides top-tier life insurance and...
-
Executive Virtual Assistant
7 days ago
Santa Rosa, Philippines Bamboo Works Full timeWe are seeking a highly reliable and structured Executive Virtual Assistant to act as the operational right hand to the founders. The purpose of this role is to ensure the ecosystem runs efficiently across all projects, meetings, events, and client relationships. You will bring structure, reliability, and calm execution to a fast‑moving, international...
-
General Ledger Accountant
2 weeks ago
Santa Rosa, Philippines BH Properties Full timeREMOTE GENERAL LEDGER ACCOUNTANT BH Properties is a privately held commercial real estate investment firm focused on markets throughout the Western United States. The Company is vertically integrated, with offices in Los Angeles, Phoenix, Dallas, Houston, San Francisco and Seattle. Our 30-year track record and balance sheet allow us to move quickly and...
-
ITSM-ServiceNow Engineer
5 days ago
Santa Rosa, Philippines Aickman & Greene Full timeRecruitment Consultant at Aickman & Greene The ideal candidate should possess strong technical expertise and hands-on experience in developing and optimizing ServiceNow solutions to support IT service management operations. Qualifications: Amenable to work onsite in Laguna Bachelor’s degree in information technology or a related field. Extensive knowledge...
-
WFH - Inbound Sales Specialist
3 weeks ago
Santa Rosa, Philippines Cyberbacker Careers Full timeCareer Consultant of Cyberbacker who offers 100% work-from-home opportunities to individuals with or without Virtual Assistance or BPO experience. Key Responsibilities: Dominate your market: Identify, target, and win new business opportunities like the sales pro you are. Crush your quotas: We don’t care about excuses – we care about results. Exceed...
-
Real Estate Investment Virtual Team
2 days ago
Pulong Santa Cruz, Calabarzon, Philippines Rocket Station Full time $104,000 - $130,878 per yearKey Responsibilities:Conduct outbound calls to cold/warm leads.Use lead sourcing tools to build contact lists.Qualify seller motivation, timeline, and property details.Update and tag CRM contacts accurately.Monitor lead stages and follow-up as needed.Qualifications:1–2 years of cold calling or outbound sales experience.Strong spoken English with...
-
Database Designer
2 weeks ago
Santa Rosa, Philippines GoTeam Full timeJoin to apply for the Database Designer role at GoTeam 3 days ago Be among the first 25 applicants Join to apply for the Database Designer role at GoTeam Direct message the job poster from GoTeam Technical Recruiter at GoTeam | ASA-Certified in Corporate Recruiting | Certified GoTeam Talent Advisor | AI-Powered People Database Designer (Up to ₱90K Base +...
-
Account Associate, Mid Market
3 weeks ago
Santa Rosa, Philippines Atlassian Full timeAccount Associate, Mid Market - EMEA (Emerging Markets) Atlassians can choose where they work – whether in an office, from home, or a combination of the two. That way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can hire people in any country where we have a legal entity. Interviews and onboarding...
-
Associate - F&A
2 weeks ago
Santa Maria, Philippines WNS Global Services Full time $35,000 - $45,000 per yearCompany Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance,...
-
Engineer - CMMS
4 days ago
Dela Rosa - Street office, Philippines Shell Full time ₱400,000 - ₱1,200,000 per year, PhilippinesJob Family Group:Maintenance, Reliability and TurnaroundsWorker Type:RegularPosting Start Date:September 30, 2025Business unit:Projects and TechnologyExperience Level: Early CareersJob Description: Competency Requirement 5+ Years of frontline engineering experience with understanding of equipment maintenance, maintenance philosophies,...