Financial Advisor
1 week ago
Sun Life of Canada Phils. King Augustus Unit Hybrid - Pasay No Exp Required Bachelor Part-time Share Job Description As a Financial Advisor, you will play a key role in guiding individuals and families toward financial security and success. You will provide clients with tailored advice on insurance, savings, and investment strategies that align with their goals. Your role is both consultative and relationship-driven, ensuring that clients feel supported and empowered in making financial decisions. Responsibilities Provide financial consultation to clients regarding life insurance, health insurance, savings, and investment options. Develop customized financial strategies to help clients achieve their long-term goals, including protection, education, retirement, and wealth building. Assess clients’ financial needs by reviewing their income, expenses, risk tolerance, and life stage requirements. Stay informed about financial products, insurance policies, and regulatory guidelines to deliver accurate and relevant advice. Build and maintain strong client relationships through consistent follow-ups, reviews, and value-added service. Collaborate with team members and participate in ongoing training and professional development. Requirements Educational Qualifications: Bachelor’s degree preferred (any course may apply). Experience Level: Open to entry-level applicants (0–2 years) Skills & Competencies: Excellent communication and interpersonal skills, strong analytical and problem-solving ability, client-focused mindset. Qualities & Traits: Self-motivated, goal-oriented, resilient, and passionate about helping people secure their financial future. Working Conditions Comfortable working in an office environment with opportunities for remote work. Preview Working Location If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately withholds your ID, requires you to provide a guarantee or collects property, #J-18808-Ljbffr
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URGENT Hiring for Insurance/Sales Agent
2 weeks ago
Pasay, National Capital Region, Philippines Financial Advisor Full time ₱600,000 - ₱1,200,000 per yearLooking for a career with purpose? Why not spend your free time in an income earning opportunity?What we're looking for:• Education: Bachelor's degree in any field.• Location: Must be based in Luzon.• Experience: Fresh graduates are welcome Previous experience in finance is an advantage but not required.• Affiliation: Applicants should not be...
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Associate Unit Manager/Financial Advisor
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Pasay, Philippines Royal Branch Full timeBe a Financial Advisor and Start Your Noble Career in the Insurance Industry Join Royals Branch – one of the leading teams under PRU Life UK Responsibilities: Analyze clients’ financial data and develop personalized financial plans. Help clients set, manage, and achieve their financial goals. Build and maintain long-term, meaningful client relationships....
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Financial Advisor
3 weeks ago
Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full timeProvide financial consultation and advice to clients regarding investments, savings, and financial planning. Develop tailored financial strategies to help clients achieve their financial goals. Analyze clients' financial status by reviewing balance sheets, income statements, and other financial documents. Stay updated on financial regulations and industry...
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Business Development Director
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Pasay, Philippines Sun Life Financial (Quebracho NBO) Full timeOverview Join our reputable financial services firm in the Philippines as an Business Development Director at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc., where you will play a pivotal role in driving the sales performance of Client Service Sales Managers and their teams of Business Sales Development Associates. This...
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Client Services Sales Manager
3 weeks ago
Pasay, Philippines Sun Life Financial (Quebracho NBO) Full timeOverview Join our esteemed financial services firm in the Philippines as a Client Services Sales Manager at Sun Life of Canada Philippines Inc. or Sun Life Asset Management Company Inc. In this pivotal role, you will lead a team of Business Sales Development Associates to drive unit growth, mentor advisors, and deliver exceptional financial services. If you...
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Financial Advisor
2 weeks ago
Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full timeResponsibilities Provide personalized financial advice to clients based on their financial goals. Develop and maintain strong client relationships through effective communication and trust-building. Assess clients' financial situations and recommend appropriate investment strategies. Stay updated on market trends and financial products to enhance client...
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Pasay, Philippines Infinit-O Full timeOperations & Finance Analyst (Fund Accounting) Hybrid | Night Shift Infinit-O Pasay, National Capital Region, Philippines Direct message the job poster from Infinit-O Recruitment Specialist - Financial Services | RPm | CHRA Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the...
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Pasay, National Capital Region, Philippines HRTX consulting Full time ₱250,000 - ₱350,000 per yearJob Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: PasayThis is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial...
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Bancassurance Sales Executive
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Pasay, National Capital Region, Philippines HRTX consulting Full time ₱150,000 - ₱300,000 per yearJob Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmHiring Event: Binondo, ManilaThis is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their...
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Pasay, National Capital Region, Philippines Infinit-O Full time ₱1,200,000 - ₱2,400,000 per yearInfinit-Oisn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net...
