Financial Advisors

As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present. You are expected to do the following activites:• Provide financial advice to clients in their short or long term financial goals.• Respond to prospective customer queries about financial planning • Explain the different products of the company to...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. 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. 3. BUILDING...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. 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. 3. BUILDING...

We are currently Looking for Financial Advisors Qualifications: - Completion of at least 2 years in college plus 2 years of experience in sales or customer service; OR Completion of a 4-year bachelor's degree plus 1 year of experience in sales or customer service - At least 6 months experience in customer service or sales, preferably in a financial...

We are currently Looking for Financial Advisors Qualifications: - Completion of at least 2 years in college plus 2 years of experience in sales or customer service; OR Completion of a 4-year bachelor's degree plus 1 year of experience in sales or customer service - At least 6 months experience in customer service or sales, preferably in a financial...

Job Responsibilities: Establishes, maintains and grows relationship with bank partners. Acts as the sales and marketing officer for the area assigned. Ensures that targets are met for the whole region and specific partner branches Performs client presentations and conducts closing of businesses for the company. Takes care of the after sales servicing of the...

Job Responsibilities: Establishes, maintains and grows relationship with bank partners. Acts as the sales and marketing officer for the area assigned. Ensures that targets are met for the whole region and specific partner branches Performs client presentations and conducts closing of businesses for the company. Takes care of the after sales servicing of the...

Job Responsibilities:Establishes, maintains and grows relationship with bank partners.Acts as the sales and marketing officer for the area assigned.Ensures that targets are met for the whole region and specific partner branchesPerforms client presentations and conducts closing of businesses for the company.Takes care of the after sales servicing of the...

We are in need of 5 Future Life Champions!UNIT HEAD ASSOCIATE-50,000 Pesos monthly allowance-Unlimited income from personal and override commissions-Travel incentives and bonusesPRIME FINANCIAL ADVISORS-30,000 Pesos monthly allowance-Unlimited income from personal commissions-Travel incentives and bonuses FINANCIAL ADVISORS - PART TIME -Unlimited income from...

Looking to glow up your career 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 their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just...

Provide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...

Provide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...

A Financial Agent is a professional who assists clients in managing their financial affairs and achieving their financial goals. They provide personalized advice and guidance on investments, savings, insurance, retirement planning, and other financial matters. Financial Agents may work for financial institutions such as banks, investment firms, or insurance...

Job Responsibilities: • Establishes, maintains and grows relationship with bank partners. • Acts as the sales and marketing officer for the area assigned. • Ensures that targets are met for the whole region and specific partner branches • Performs client presentations and conducts closing of businesses for the company. • Takes care of the after...

Job Responsibilities: • Establishes, maintains and grows relationship with bank partners. • Acts as the sales and marketing officer for the area assigned. • Ensures that targets are met for the whole region and specific partner branches • Performs client presentations and conducts closing of businesses for the company. • Takes care of the after...

Job Responsibilities:• Establishes, maintains and grows relationship with bank partners.• Acts as the sales and marketing officer for the area assigned.• Ensures that targets are met for the whole region and specific partner branches• Performs client presentations and conducts closing of businesses for the company.• Takes care of the after sales...

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,...

Description Position Summary: The Accountant plays a crucial role in delivering high-quality financial services. Reporting to the Senior Accountant, this position involves actively contributing to the overall success of WPS by collaborating with other departments and ensuring client satisfaction. Responsibilities Contribute to the timely and effective...

Description Position Summary: The Accountant plays a crucial role in delivering high-quality financial services. Reporting to the Senior Accountant, this position involves actively contributing to the overall success of WPS by collaborating with other departments and ensuring client satisfaction. Responsibilities Contribute to the timely and effective...

Qualifications: Bachelor's Degree (Fresh graduates are welcome to apply) Trustworthy Tech-Savy Can work under pressure MS Office Literacy (Esp. Excel and Word) Knowledge in using editing tools (Canva) Responsibilites: Assisting financial advisors Create progress reports Making posters for different teams and company events Engage with clients and...