Financial Advisor
2 weeks ago
Financial Advisor Join First Life Insurance as a commission-based Financial Advisor. Your role will provide expert financial guidance, build and maintain client relationships, and ensure regulatory compliance. Key Responsibilities Client consultation to understand goals, needs, and risk tolerance. Gather and analyze financial information (income, expenses, assets). Develop customized financial plans and recommend investment strategies, insurance, retirement accounts. Advise on portfolio management and monitor clients’ portfolios for alignment with goals. Maintain long‑term client relationships via regular communication and support. Ensure compliance with industry regulations and stay informed about changes. Educate clients on financial concepts, market trends, and decision impacts; offer workshops or seminars. Identify and pursue new client acquisition opportunities; build referral network and attend networking events. Qualifications A graduate of a 4‑year degree program. Experience or strong interest in financial planning, investment strategies, or similar. Excellent communication and interpersonal skills. Self‑motivated, results‑driven and comfortable working from home. Job Details Seniority level: Not applicable. Employment type: Full‑time (remote / work from home). Compensation: Commission‑based with sales incentives. Location: National Capital Region, Philippines (remote). #J-18808-Ljbffr
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Part-time Financial Advisor
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Marikina, Philippines Pru Life UK Full timePart-time Financial Advisor - Work from home setup 1 day ago Be among the first 25 applicants Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc) Guide existing clients in making wise financial decisions across different life...
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ERP Support Analyst
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Marikina, Philippines MicroSourcing Full timeDirect message the job poster from MicroSourcing Work setup & shift Work from home | Night Shift You'll have: Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses. A Collaborative Spirit: Contribute to a positive and...