Financial Advisor

4 months ago


Tacloban City, Philippines PRU LIFE U.K. STR Unit Full time

Qualifications & experience-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families-Open for fresh graduates who are willing to be mentored-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities-Sales experience is an advantage-Must be equipped with a laptop/PC with webcam and smartphone-Has good communication skills Tasks & responsibilities-Helps clients create financial plans to achieve their goals.-Answers client's financial questions and addresses concerns.-Builds long-term client relationships.-Collaborates with other financial planners.-We assess the financial needs of individuals and help them with decisions on investments and insurance. We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments. Benefits-Limitless Income Potential-Financially Secured-Local and International Travels-Cash Incentives-Awards and Recognition-Career and Personal Growth-Savings Plan-Health Maintenance Organization (HMO)-Work-Life Balance with Time Freedom


  • Financial Advisor

    1 month ago


    Taguig City, Philippines Sun Life of Financial - Acropolis Unit Full time

    As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

  • Financial Advisor

    4 weeks ago


    Taguig City, Philippines Sun Life of Financial - Acropolis Unit Full time

    As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

  • Financial Advisor

    2 months ago


    Baliwag City, Philippines MJNE INSURANCE AGENCY Full time

    financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

  • Financial Advisor

    2 months ago


    Baliwag City, Philippines MJNE INSURANCE AGENCY Full time

    financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.


  • BGC Taguig City, Philippines Team Ives - Virtual Insurance Advisor Full time

    **Job Title:** Virtual Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Virtual Financial Advisor to join our team at Team Ives. As a Virtual Financial Advisor, you will play a critical role in helping clients identify their insurance needs and providing personalized solutions to protect their financial security.Key...

  • Financial Advisor

    2 months ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection.Role Overview:As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance solutions....

  • Financial Advisor

    2 months ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection. Role Overview: As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance...

  • Financial Advisor

    2 months ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection. Role Overview: As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance...


  • BGC Taguig City, Philippines Team Ives - Virtual Insurance Advisor Full time

    Job OverviewWe are seeking a skilled Financial Security Specialist to join our team at Team Ives - Virtual Insurance Advisor.About the RoleThis is a key position that involves identifying clients' insurance needs and providing expert advice to protect their financial security.Duties and ResponsibilitiesSelling insurance policies to individuals, families,...


  • Quezon City, National Capital Region, Philippines Talent Outsourcing Channel Solutions Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Talent Outsourcing Channel Solutions.


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

    About the Role:ABSI is seeking a highly skilled Strategic Financial Analyst and Advisor to join our team. As a key member of our finance department, you will be responsible for providing timely, accurate, and relevant financial information to management and stakeholders.In this role, you will act as a trusted advisor to business partners and management,...


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

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...

  • Financial Advisor

    4 months ago


    Cebu City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience -Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families -Open for fresh graduates who are willing to be mentored -Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities -Sales experience...

  • Financial Advisor

    4 months ago


    Cebu City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families-Open for fresh graduates who are willing to be mentored-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities-Sales experience is...

  • Financial Advisor

    4 months ago


    Cebu City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience -Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families -Open for fresh graduates who are willing to be mentored -Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities -Sales experience...


  • Baliwag City, Philippines MJNE INSURANCE AGENCY Full time

    At MJNE INSURANCE AGENCY, we are seeking a skilled Financial Advisor to join our team.Job DescriptionA financial advisor plays a vital role in helping individuals and families achieve their long-term financial goals. As a financial advisor, you will be responsible for assessing the financial needs of clients, providing personalized recommendations on...


  • Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time

    Financial Planning and Leadership PositionWe are seeking an experienced financial professional to lead a team of financial advisors. This role involves managing a team, working with clients to achieve their financial goals, and driving business initiatives.About the RoleJob Summary: We are hiring a senior financial leader who can manage a team of financial...


  • Makati City, National Capital Region, Philippines Bullish Advisors Agency Full time

    Lead a Team, Build a BusinessYou'll be responsible for leading a dynamic team of financial advisors, driving sales growth, and delivering outstanding client service. With our top-notch training program, you'll have the skills and resources to succeed as a leader in the industry.About the RoleIn this exciting opportunity, you'll oversee a team of motivated...

  • Financial Advisor

    1 month ago


    Quezon City, National Capital Region, Philippines NeksJob Full time

    Company OverviewNeksJob is a leading company that values customer satisfaction and employee growth. SalaryThe estimated annual salary for this position is $45,000-$60,000, depending on experience and qualifications. Job DescriptionWe are seeking a highly skilled Financial Account professional to join our team. As a customer service agent, you will respond to...


  • Makati City, National Capital Region, Philippines Bullish Advisors Agency Full time

    Lead a Dynamic Team to SuccessAt Bullish Advisors Agency, we're seeking a driven Unit Head Associate to spearhead our growth and development efforts. As a key member of our team, you'll have the opportunity to build and grow your own team of financial advisors, leveraging your leadership skills to drive sales and expand our client base.About the RoleAs a...