Financial Advisor

3 weeks ago


Makati, Philippines Pru Like UK - Team Mark Full time

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.
  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.
  • No prior experience is required—full training will be provided
#J-18808-Ljbffr
  • Financial Advisor

    3 weeks ago


    Makati, Philippines Sun Life Grepa Financial, Inc. Full time

    Overview Agency Manager | Helping People Build Careers in Insurance | Life & Health Protection Advocate | Sun Life Grepa Financial, Inc. Company Description Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through...

  • Financial Advisor

    5 days ago


    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...

  • Financial Advisor

    1 week ago


    Makati, Philippines Ace Summit Life Insurance Agency Inc. Full time

    Ace Summit Life Insurance Agency Inc., led by Juan Miguel Reyes, has expanded to 8 branches in the Metro area, with 90 Unit Managers, and 1,893 Advisors. The company is dedicated to securing futures with excellence and integrity. Company Description Ace Summit Life Insurance Agency Inc., led by Juan Miguel Reyes, has expanded to 8 branches in the Metro...

  • Financial Advisor

    2 weeks ago


    Makati, Philippines PRU LIFE UK - Trillion Dragon Unit Full time

    Overview Financial Advisor - PRU LIFE UK. Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide tailored solutions, sell financial products, and build lasting relationship with your clients. Responsibilities Provide tailored financial...

  • Financial Advisor

    3 weeks ago


    Makati, Philippines Trillion Jade - Pru Life UK Full time

    Job Title: Financial Advisor Location: Makati Company: Pru Life UK Employment Type: Full-Time / Part-Time / Commission-Based We are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role in helping clients achieve financial security and success through proper financial planning,...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time ₱600,000 - ₱1,200,000 per year

    We are looking for a driven and passionate Financial Advisor to join Skyeline Summit Life Insurance Agency, proudly operating under Pru Life UK. In this position, you will help clients secure their financial future by offering expert guidance on life insurance, investment-linked products, and financial planning strategies.

  • Financial Advisor

    3 weeks ago


    Makati, Philippines PRU LIFE UK - A2.1 Chrysoberyl Full time

    Overview A Financial Advisor provides expert guidance to clients on choosing insurance products that match their financial needs, lifestyle, and long-term goals. The role involves educating clients, recommending suitable plans, and ensuring excellent after-sales service to build lasting relationships. Qualifications College degree preferred (any 4-year...

  • Financial Advisor

    3 weeks ago


    Makati, Philippines PruLife UK Team Christine Full time

    Overview As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success. Responsibilities ...

  • Financial Advisor

    3 weeks ago


    Makati, Philippines Legacy Summit Life Insurance Agency Full time

    REMOTE WORK OPPORTUNITIES Open to applicants residing at NCR and nearby Provinces. Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you. WORK-LIFE BALANCE with flexible working hours...

  • Financial Advisor

    4 weeks ago


    Makati, Philippines Wolf Summit Life Insurance Agency Full time

    Overview Join Our Team as a Part-Time Financial Advisor! Are you looking for a rewarding part-time career that offers growth, flexibility, and the chance to make a real impact on people’s lives? We’re looking for driven and passionate individuals to join our growing team of Financial Advisors. Responsibilities Guide clients in building financial security...