Financial Advisor
1 week ago
Responsibilities Provide personalized financial advice to clients. Analyze clients' financial situations and investment goals. Develop comprehensive financial plans and investment strategies. Monitor and adjust clients' portfolios as needed. Educate clients on financial products and market trends. Build and maintain strong client relationships. Stay updated on financial regulations and industry developments. Qualifications Educational Qualifications: Willing to take the insurance licensure exam. Experience Level: No experience required; training is provided. Skills and Competencies: Strong interpersonal and communication skills are essential for client interactions. Working Conditions: Client meetings online or in the field. Qualities and Traits: Entrepreneurial mindset. #J-18808-Ljbffr
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Financial Advisor
1 week 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
1 week ago
, Misamis Oriental, Philippines CG NORTH PEAK LIFE INSURANCE AGENCY INC Full timeJob Description HR Officer CG NORTH PEAK LIFE INSURANCE AGENCY INC Responsibilities Provide financial solutions to clients' financial problems Prepare quotation and submit proposals Qualifications Bachelor's Degree in any field No experience required Willing to be trained Working Location If the position requires you to work overseas, please be vigilant and...
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Financial Advisor
1 week 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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Financial Advisor
2 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
4 weeks ago
, Metro Manila, Philippines Insular Life Assurance Co., Ltd. Full timeInLife, or Insular Life Assurance Co., Ltd., is the first and largest Filipino life insurance company. With 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live fulfilling lives under their #ALifetimeForGood campaign. Role Description This is a...
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Financial Advisor
1 week 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
1 week 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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Financial Advisor
4 weeks ago
, Metro Manila, Philippines TalentUS Inc. Full timeSenior Talent Acquisition Specialist and Social Media Manager @ TalentUS, Inc. We’re Hiring: Bancassurance Financial Advisors Client: EastWest Ageas Insurance Location: National Capital Region (Assigned EastWest Bank Branches) Work Setup: Onsite Why Join EastWest Ageas Insurance Unlimited earning potential — commissions, incentives & bonuses World-class...
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Financial Advisor
1 week ago
, Bulacan, Philippines Sun Life Grepa Financial, Inc. Full timeResponsibilities Offer tailored financial advice to clients, taking into consideration their individual needs and objectives. Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas. Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...
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Financial Advisor
1 week 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...