Financial Advisor

4 weeks ago

Makati, Philippines FWD Insurance Full time

Financial Solutions Consultant As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head. Key Accountabilities Offering of FWD’s Traditional and Variable products to clients of the partnered bank. Responsible for overall delivery of sales performance and acquisition of new business Retention of quality business for the assigned branch and area Skills & Experience Required At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply. Willing to be deployed in Makati City Minimum 1 year solid sales and account management experience in financial services is an advantage. Has strong analytical and problem-solving skills as well as internal and external customer focus. Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities. Highly effective oral, written and interpersonal communication, presentation and influencing skills. Trustworthy, reliable and business savvy. Rewards Fixed monthly pay + allowance, and guaranteed bonus Exciting local and international trip incentives Paid leave entitlement World class learning and training Seniority level Associate Employment type Full-time Job function Sales and Finance Industries Insurance, Financial Services, and Investment Banking Location: Makati, National Capital Region, Philippines #J-18808-Ljbffr

  • Financial Advisor

    3 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

    2 weeks ago

    Makati, Philippines Pru Life UK Full time

    Financial Advisor Location: Makati, National Capital Region, Philippines Company: Pru Life UK Employment Type: Full-Time / Part-Time / Commission-Based Responsibilities Build and maintain long-term relationships with clients Assess clients’ financial needs, goals, and risk tolerance Recommend suitable insurance and investment products Create personalized...

  • Financial Advisor

    4 weeks ago

    Makati, Philippines Pru Life UK Full time

    Location: Pru Life UK Makati, National Capital Region, Philippines. Eligible applicants: NCR and nearby provinces. Be part of a dynamic and successful sales team as a licensed financial literacy ambassador. We are seeking Financial Advisors with passion for driving sales and a natural talent for meeting and exceeding quotas. Benefits Work‑life balance with...

  • Part-time Financial Advisor

    2 weeks ago

    Makati City, National Capital Region, Philippines Wolf Summit Life insurance Agency Full time ₱480,000 - ₱600,000 per year

    This is a part-time hybrid role for a Financial Advisor at Wolf Summit Life Insurance Agency. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and guiding clients on investments. This role offers flexibility for some remote work.Job Type: Part-timePay: Php30, Php50,000.00 per...

  • Virtual Financial Advisor

    3 days ago

    Makati, Philippines Imperium Blaze Life Insurance Agency Full time

    Looking for a flexible remote career with strong income potential? Join our growing team as a Virtual Financial Advisor and help individuals secure their future through tailored insurance and investment solutions—all from the comfort of your home. Key Responsibilities: – Connect with qualified leads and offer goal-based financial planning – Educate...

  • Part-Time Financial Advisor

    2 weeks ago

    Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time ₱800,000 - ₱1,200,000 per year

    We're seeking motivated, client-focused professionals to join our growing team of Financial Advisors. In this role, you'll help individuals, families, and business owners develop personalized financial strategies to protect and grow their wealth.As a Financial Advisor, you'll receive comprehensive training, ongoing mentorship, and access to top industry...

  • financial advisor

    2 weeks ago

    Makati City, National Capital Region, Philippines Legacy Summit Life Insurance Agency Full time ₱360,000 - ₱1,200,000 per year

    Job Title: Financial AdvisorREMOTE WORK OPPORTUNITIES | OPEN TO NCR RESIDENTSJoin PRU LIFE U.K. as a licensed financial literacy ambassador and become part of a dynamic, successful sales team that's passionate about empowering Filipino families through financial education.What's In It For You• Unlimited earning potential with high-income opportunities and...

  • financial advisor

    2 weeks ago

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

    *REMOTE WORK OPPORTUNITIES*OPEN TO APPLICANTS RESIDING AT NCRBe part of a dynamic & successful sales team as a licensed financial literacy ambassador We are seeking Financial Advisors who have a passion for driving sales and are natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.QUALIFICATIONS:Graduate of any relevant Bachelor's Degree...

  • Part Time Financial Advisor

    4 weeks ago

    Makati, Philippines Pru Life UK Full time

    A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals. Key Responsibilities: Meet with clients to assess their financial needs, goals, and risk...

  • Part Time Financial Advisor

    3 days ago

    Makati, Philippines Pru Life UK Full time

    A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals. Key Responsibilities: Meet with clients to assess their financial needs, goals, and risk...