Agency Partner/Financial Advisor
3 hours ago
About the role Become an Agency Partner/Financial Advisor with Piscis Austrinus Agency' in Caraga and Northern Mindanao Region. This part-time role will allow you to provide expert financial advice and insurance solutions to our growing client base. As an Agency Partner, you will play a key role in helping individuals and businesses protect their financial future. What you'll be doing Develop and maintain a portfolio of insurance and financial planning clients Conduct comprehensive financial needs analysis to understand client goals and risk profile Recommend and sell appropriate insurance and financial products to clients Provide exceptional customer service and build long-term relationships with clients Attend regular training and development sessions to stay up-to-date with industry trends and regulations Actively participate in marketing and business development activities Maintain detailed records and comply with all regulatory requirements What we're looking for With or without experience in the insurance or financial services industry Strong sales and communication skills with the ability to build trust with clients Solid understanding of insurance and financial planning products and regulations Excellent customer service orientation and problem-solving skills Ability to work independently and as part of a team Relevant professional qualifications or certifications (e.g. MDRT, CFP, etc.) Valid insurance licence required for this position What we offer At Piscis Austrinus Agency', we are committed to supporting the professional and personal growth of our team. As an Agency Partner, you will have access to comprehensive training, competitive commissions, and the opportunity to be part of a dynamic, collaborative environment. We also offer a range of employee benefits, including health and wellness programs, to ensure your wellbeing. About us Piscis Austrinus Agency' is a leading provider of insurance and financial planning solutions in the Philippines. With over 20 years of experience, we pride ourselves on our dedication to delivering exceptional customer service and tailored financial strategies. Our mission is to empower individuals and businesses to achieve their financial goals and secure their financial future. Apply now to become an Agency Partner/Financial Advisor with Piscis Austrinus Agency'. #J-18808-Ljbffr
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Agency Partner
2 days ago
, Northern Mindanao, Philippines Piscis Austrinus Agency Full timeAbout the role Become an Agency Partner/Financial Advisor with Piscis Austrinus Agency' in Butuan City, Cagayan del Oro City or Gingoog City. This full‑time role will allow you to provide expert financial advice and insurance solutions to our growing client base. As an Agency Partner, you will play a key role in helping individuals and businesses protect...
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Financial Advisor
2 weeks ago
, Davao del Sur, Philippines SUN LIFE ADVISOR Full timeOverview The Advisor provides expert guidance and support to clients or internal stakeholders on a variety of topics. This role requires strong analytical, communication, and problem-solving skills, as well as a deep understanding of relevant industry knowledge and best practices. The Advisor acts as a trusted resource and builds strong relationships with...
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Financial Advisor
2 weeks ago
, Laguna, Philippines Elross Insurance Agency Inc. Full timeOverview Elross Insurance Agency, Inc. (ELIA) , a trusted general agency under Insular Life , helps individuals and families across the Philippines secure their financial future through tailored life insurance and investment solutions. We are client-focused, results-driven, and committed to supporting our advisors with the tools and training they need to...
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Agency Regional Sales Manager
2 days ago
, Zamboanga del Sur, Philippines Sun Life Grepa Financial, Inc. Full timeAre you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture! Our work is more than just a paycheck we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have...
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Financial Advisor
2 weeks ago
, Davao del Sur, Philippines MANULIFE PHIL Davao Full timeOverview We are seeking a knowledgeable and motivated Financial Advisor to join our team. The Financial Advisor will be responsible for providing clients with personalized financial advice, helping them plan and manage their financial goals, and recommending products and services that align with their needs. The ideal candidate will have strong communication...
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Financial Advisor
3 weeks ago
, Metro Manila, Philippines Allianz PNB Life Full timeAllianz PNB Life (AZPNB) is a leading life insurer in the Philippines, a fast‑growing provider of Variable Life and Life protection offerings. Headquartered in Makati City, AZPNB partners with the Philippine National Bank to extend services nationwide through over 600 branches. Role Description This part‑time, hybrid Financial Advisor based in Metro...
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Financial Advisor
2 days ago
, , Philippines Pru Life UK Full timeFinancial Advisor Join to apply for the Financial Advisor role at Pru Life UK. Responsibilities Provide personalized financial advice to clients. Assess clients financial situations and goals. Develop comprehensive financial plans. Recommend investment opportunities and strategies. Monitor client portfolios and market trends. Educate clients on financial...
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Financial Advisor
2 weeks ago
, Davao del Sur, Philippines Sun Life Davao City Full timeResponsibilities Handle customer inquiries regarding banking services. Support loan processing and documentation. Assist in branch operations and administrative tasks. Maintain accurate records and reports. Collaborate with team members to achieve branch objectives. Ensure compliance with banking regulations and policies. Job Details Job Title: Financial...
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Financial Advisor
2 weeks ago
, Albay, Philippines DAR- V.M Quintano meat products Full timeOverview On-site - Albay | No Experience Required | Bachelor | Full-time Salary: PHP 10,000 per month (with commission-based incentives) We are seeking a proactive and knowledgeable Financial Advisor to join our team. The ideal candidate will provide clients with expert financial advice, help them achieve their financial goals, and assist with investment,...
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Agency Business Development Consultant
2 days ago
, , Philippines AIA Hong Kong and Macau Full time**At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.***It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.**And as part of our...