Financial Consultant

5 days ago


Western Visayas Philippines FWD Life Insurance Corporation Full time

Job Summary: As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head. Key Accountabilities: Offering of FWD’s Traditional and Variable products to clients of the partnered bank. Responsible for overall delivery of sales performance and acquisition of new business Retention of quality business for the assigned branch and area Skills & Experience Required: At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply. Willing to be deployed in Bacolod City (Mandalagan and Singcang) 6 months to Minimum 1 year solid sales and account management experience in financial services is an advantage. Has strong analytical and problem‑solving skills as well as internal and external customer focus. Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.. Highly effective oral, written and interpersonal communication, presentation and influencing skills. Trustworthy, reliable and business savvy. Rewards: Fixed monthly pay + allowance, and guaranteed bonus HMO coverage on day 1 Exciting local and international trip incentives Paid leave entitlement World class learning and training #J-18808-Ljbffr


  • Financial Consultant

    2 weeks ago


    , Albay, Philippines Dhan guru ramdas trading corp. Full time

    Overview We are looking for an experienced and strategic Financial Consultant to join our team. The Financial Consultant will work closely with clients to assess their financial goals and provide tailored advice on investments, savings, insurance, and long-term financial planning. The ideal candidate will have a strong understanding of financial markets,...

  • Financial Consultant

    2 weeks ago


    , Albay, Philippines JMH MICROFINANCE, INC. - Daraga Full time

    On-site - Albay 1-3 Yrs Exp Master Full-time Share Job Description A Financial Consultant provides expert advice and tailored financial strategies to help clients achieve their financial goals. They analyze financial data, assess risks, and recommend solutions to improve financial health, investment portfolios, or business operations. Below is a detailed job...

  • Financial Consultant

    2 weeks ago


    , Lanao del Norte, Philippines PRULIFE UK NORTHERN MINDANAO Full time

    Overview Our company Black Orcas is looking for fresh graduates who'd like to explore the career of being a financial consultant. Be part of our newest program - Fast track to Entrepreneurship! A financial consultant plays a pivotal role in guiding individuals and businesses toward their financial aspirations. With their expertise and tailored strategies,...

  • Financial Consultant

    2 weeks ago


    , Davao del Sur, Philippines GRANDUKE FINANCING Full time

    Job Description A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals. Government Mandated Benefits A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make...

  • Financial Consultant

    2 weeks ago


    , Davao del Sur, Philippines Nilds Lending Services Full time

    Overview This position is responsible for providing comprehensive financial guidance to clients, building and maintaining strong client relationships, and achieving sales targets. The Financial Consultant will analyze client financial situations, recommend appropriate financial products and services, and educate clients on financial planning concepts....

  • Financial Consultant

    2 weeks ago


    , Pampanga, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full time

    The Group Sales Officer or Corporate Sales Executive is responsible for acquiring New Business corporate accounts within their designated area according to prescribed sales target on a quarterly or/and annual basis to contribute to the goals of the business unit. The position shall occasionally assist the Team Leader in the supervision of Group Sales...

  • Financial Consultant

    2 weeks ago


    , Davao del Sur, Philippines Your North Sirius Forces Unit Full time

    Overview Financial Consultant – Your North Sirius Forces Unit Location: Davao City, Davao del Sur, Philippines. On-site. Salary: ₱10-20K per month. Fresh graduates or students. High school to senior high school level. Part-time. Posted 14 January 2025. Active within seven days. Responsibilities An insurance agent is a professional responsible for selling...


  • , Western Visayas, Philippines TSA Group Full time

    About Us At TSA Group, we design and deliver contact centre solutions for some of the world’s leading brands. We create experiences that people love, by revolutionising the way they connect with brands. Our work spans multiple industries, including telco, logistics, insurance, automotive, travel, and government. With over 5,000 dedicated professionals...


  • , , Philippines Panoptik Global Full time

    SAP Financial Accounting and Controlling (FICO) Consultant We are looking for an SAP Financial Accounting and Controlling (FICO) Consultant responsible for analyzing, configuring, implementing, and supporting SAP FICO solutions. Key Responsibilities Evaluate financial business processes and collect requirements. Configure and deploy SAP FICO module...


  • , , Philippines Kognitiv Inc. Full time

    At Kognitiv Inc., we’re redefining what it means to be a Workday partner. As one of the fastest-growing companies in the ecosystem, we bring deep expertise, innovative thinking, and a people-first mindset to everything we do. We’re not just building better Workday solutions—we’re building a company where talented people thrive. Ready to do your best...