Agency Partner/Financial Advisor
4 weeks 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
4 weeks 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
, Metro Manila, Philippines Aurora Paradigm Financial Advisors Full timeAurora Paradigm Financial Advisors is dedicated to empowering leaders and protecting the dreams and futures of Filipino families. With a vision to build leaders who create a lasting impact, the company helps families establish strong financial foundations and legacies for future generations. Guided by core values of Humility, Openness, Perspective,...
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Part-Time Financial Advisor
3 weeks ago
, Metro Manila, Philippines Wolf Summit Life Insurance Agency Full timeJunior Unit Manager @ Pru Life UK | Relationship Management, Marketing Company Description Wolf Summit Life Insurance Agency is dedicated to spreading financial literacy and fostering trust through education, transparency, and personalized service. We empower clients to make informed decisions about their financial futures while building long-term...
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Agency Regional Sales Manager
4 weeks 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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Agency Recruitment and Activation Manager
2 weeks ago
, Central Luzon, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the Company: Are 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...
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Financial Advisor
4 weeks 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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Agency Business Development Consultant
4 weeks 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...
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Financial Advisor
4 weeks ago
, Pangasinan, Philippines Allianz PNB Life Full timeJob Description The Financial Advisor is responsible for identifying clients’ financial needs and recommending appropriate life insurance and investment products. This role involves prospecting, client relationship management, and delivering personalized financial plans to help clients achieve long-term financial security. Working Location If the position...
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Financial Advisor
3 weeks ago
, Metro Manila, Philippines HRTX Full timeOverview We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients...
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, Metro Manila, Philippines PhilLife Financial Assurance Corp. Full timeInsurance Adviser | Team Leader | Business Partner An Insurance Adviser is responsible for assisting clients in managing their finances by offering financial advice, products, and services. The role typically involves analyzing financial data, understanding client needs, and recommending suitable financial solutions such as investments, insurance, savings...
