Financial Specialist
3 weeks ago
Job Title: Financial Solutions Specialist Full Onsite | Monday to Friday | 8am to 5pm Available Locations: Metro Manila, South Luzon, North Luzon his is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives. Qualifications: Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields. At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance. Excellent communication, interpersonal, and customer service skills. Results-oriented and motivated by a passion for helping people with their financial well-being. Willing to be deployed to an assigned bank branch location. Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed). Key Responsibilities: Develop strong working relationships with bank personnel to drive client referrals and generate leads. Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions. Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options. Educate clients on savings, insurance, and investment-linked products tailored to their financial goals. Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing. Manage and expand your client base through consistent after-sales engagement and regular follow-ups. Achieve or surpass monthly sales goals and performance metrics. Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times. Basic Salary: 25,000 Competitive Benefits: Commissions Guaranteed 14th-month pay Monthly rice subsidy and monthly allowance Annual laundry allowance, multi-purpose draw benefit, and Christmas gift. HMO with 2 dependents. Life insurance and retirement plan upon regularization. Annual salary increase and performance bonuses. Leave credits you can convert to cash + special birthday leave. Emergency and bereavement leaves when needed. #J-18808-Ljbffr
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Financial Operations Specialist
4 weeks ago
Batangas City, Philippines Palmetto Full timeFinancial Operations Specialist Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean‑energy future. Palmetto offers software, financial products, and services that enable homeowners, businesses and entrepreneurs to adopt renewable energy through scalable solutions. Location: Philippines Summary of role: The...
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Financial Care Specialist
2 weeks ago
Makati City, Philippines METACOM Full timeJob Description: Build your career in the financial industry with a role that makes a real difference for customers. As a Financial Care Specialist, you’ll provide support on credit card and banking services, assisting clients with inquiries, account concerns, and financial solutions. This opportunity offers an average basic salary of PHP 21,500 plus PHP...
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Financial Accounting Specialist
2 weeks ago
Cebu City, Central Visayas, Philippines Gems Global Ventures Corporation Full time ₱900,000 - ₱1,200,000 per yearCompany DescriptionGems Global Ventures Corporationis a trusted importer of premium frozen beef, pork, and seafood with over35 years of experience. We take pride in delivering top-quality products, ensuring customer satisfaction, and maintaining strict food safety standards.Role DescriptionPosition:Financial Accounting SpecialistLocation:Cebu...
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Bancassurance Financial Solutions Specialist
2 weeks ago
Cebu City, Central Visayas, Philippines 44e4e303-cd44-4c4a-858c-f892d7f89c84 Full time ₱900,000 - ₱1,200,000 per yearCompany DescriptionAllianz PNB Life (AZPNB), established in 2016, is one of the leading life insurers in the Philippines, offering a wide range of Variable Life and Life protection products tailored for individuals and institutions. Based in Makati City, the company is the fastest-growing life insurance provider in the country in terms of premium income and...
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Accounting Specialist
4 weeks ago
Batangas City, Philippines J-K Network Services Full timeAccounting Specialist (Php32,000 -online interview only) Employee Recognition and Rewards Performance Bonus, Incentives Government Mandated Benefits Insurance Health & Wellness HMO The company has established a solid name in the two-wheel sector for more than 20 years, and it is well-known for its proficiency in both production and distribution. It is still...
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Accounting and Bookkeeping Specialist
3 weeks ago
Batangas City, Philippines RemoteVA Full timeRemote VA is seeking a highly motivated and detail-oriented Accounting and Bookkeeping Specialist to support our clients with their financial operations. The ideal candidate will possess strong accounting skills, proficiency in various accounting software, and a proactive approach to managing financial records. Key Responsibilities: Manage daily bookkeeping...
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Financial Modelling Specialist
3 days ago
Alabang, Muntinlupa City, Philippines WHR Global Consulting Full timePOSITION TITLE: Financial Modelling Specialist WORK LOCATION: Alabang, Muntinlupa City WORK SETUP: Full-Time, Onsite SALARY: PHP 30,000 JOB SUMMARY: We are seeking a highly analytical and detail-oriented Senior Finance Analyst to join our finance team within the insurance industry. This role will play a key part in financial planning, analysis, and...
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Accounts Payable Specialist
3 weeks ago
Batangas City, Philippines Extenteam Full timeAccounts Payable Specialist - CPA We are looking for an Accounts Payable Specialist - CPA (Certified Public Accountant) for a Property management client of ours. Education and Prior Experience Minimum: CPA Expertise in ERP systems (e.g., Coupa preferred ) Accounts payable team experience using ERP systems Utilizing automation tools to optimize efficiency and...
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Financial Services Specialist
4 weeks ago
Quezon City, Philippines HSBC Full timeJob Overview HSBC Quezon City, National Capital Region, Philippines Location: Quezon, National Capital Region (NCR), PH, 1101 Work style: Hybrid Worker Role: Financial Services Specialist HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. Responsibilities Interpret and act on...
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Accounting Specialist
2 weeks ago
Quezon City, Philippines Manulife Financial Full timePosition Responsibilities: 1) Accounting and Reporting Record-to-Report Execution: Apply professional accounting standards to accurately record transactions, maintain supporting documentation (including review/validation of intercompany agreements to support accurate accounting entries), and take full accountability for the accuracy and completeness of...