Financial Officer

2 weeks ago

Cebu City, Philippines BJP Property Management Service Full time

Overview Provide financial guidance and insurance products to clients, while also ensuring compliance and maintaining accurate records. Responsibilities Assists Clients With Filing Insurance Claims Explain Financial Information To Customers Thoroughly Researching And Analysing Insurance Policies Develop Marketing Plans Or Strategies Building And Maintaining Clientele Prospecting for new Clients Fulfill All Policy Requirements Processes Insurance Policy Renewals Studying The Risk Profile Of Clients Core Responsibilities Financial Planning & Advice: Meeting with clients to understand their financial goals, assessing risk tolerance, and developing personalized financial plans. Insurance Sales: Presenting various insurance products and services to potential and existing clients, helping them choose coverage that meets their needs. Risk Management: Evaluating client risk profiles and recommending appropriate insurance solutions for risk mitigation. Compliance: Ensuring adherence to all relevant insurance and financial regulations. Client Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and referrals. Record Keeping: Maintaining accurate records of client information, policies, and transactions. Policy Processing: Assisting clients with policy applications, renewals, and adjustments. Claims Assistance: Providing support to clients during the claims process. Business Development: Developing strategies to attract new clients and increase sales. Reporting: Preparing reports on sales performance, client acquisition, and other relevant metrics. Essential Skills Strong Communication Skills: Ability to clearly explain complex financial concepts and insurance products. Analytical Skills: Ability to assess financial situations, evaluate risks, and make sound recommendations. Sales and Persuasion Skills: Ability to effectively market insurance products and build trust with clients. Customer Service Skills: Ability to handle client inquiries, resolve issues, and provide excellent service. Technical Skills: Familiarity with insurance products, financial planning software, and industry regulations. Key Considerations Insurance Licensing: Obtaining the necessary licenses to sell insurance products in the relevant jurisdiction is a prerequisite for this role. Continuing Education: Staying up-to-date with industry trends and regulations through ongoing education is essential for success. 5- 10 years of experience Bachelor's degree required #J-18808-Ljbffr

  • Financial Officer

    2 weeks ago

    Cebu City, Philippines The Best Leasing Inn Residences Inc. Full time

    On-site - Cebu 1-3 Yrs Exp Bachelor Full-time Share Job Description We are seeking a detail-oriented and proactive Finance Officer to manage and oversee our organization’s financial operations. The successful candidate will ensure accurate financial reporting, maintain compliance with regulatory standards, and support key decision-making processes. This...

  • Financial Officer

    2 weeks ago

    Cebu City, Philippines V and H Rice and Corn Supply Inc Full time

    Overview Daily monitoring of all transactions with various banks; ensure compliance with financial regulations and standards. Prepare monthly payments for the banks and suppliers. Perform tasks that may be assigned by the management from time to time as needed. Responsibilities Daily monitoring of all transactions with various banks Ensure compliance with...

  • Financial Analyst

    1 week ago

    Quezon City, Philippines Manulife Financial Full time

    Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You’ve come to the right place. Why choose Manulife? Competitive Salary packages Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners) Retirement savings benefit Rewarding culture that values wellness and well-being...

  • Financial Officer

    2 weeks ago

    Batangas City, Philippines Banner Homes Inc. Full time

    Manage financial records, prepare reports, and ensure compliance. Manage financial planning, budgeting, and forecasting. Oversee financial reporting and compliance with regulations. Analyze financial performance and develop strategies for growth. Lead audits and liaise with external stakeholders. Implement effective financial controls and risk management...

  • Chief Financial Officer

    3 weeks ago

    Cebu City, Philippines Buscojobs Full time

    Job Title: Chief Financial Officer (CFO) Assistant – Virtual Assistant Job Overview: We are seeking a highly skilled CFO Assistant with expertise in accounting, finance, reporting, and executive support . The ideal candidate must possess strong proficiency in Excel for financial analysis, be experienced with NetSuite , and be capable of handling executive...

  • Financial Controller

    4 weeks ago

    Cebu City, Philippines VA PLATINUM PTY LTD INC. Full time

    Be one of VA Platinum's Leaders! About VA Platinum We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems. About the Role The Financial Controller is primarily responsible for planning,...

  • Financial Advisor

    2 weeks ago

    Cebu City, Philippines BJP Property Management Service Full time

    Overview Provide personalized financial advice to clients and analyze clients' financial status and goals. Develop and implement investment strategies, monitor client portfolios and adjust as needed, educate clients on financial products and market trends, build and maintain lasting client relationships, and stay updated on financial regulations and industry...

  • Chief Financial Officer

    2 weeks ago

    Quezon City, National Capital Region, Philippines AMA Education System Full time ₱1,500,000 - ₱2,500,000 per year

    About the role:A Chief Financial Officer (CFO) for Funds Generation is responsible for leading strategic financial initiatives to secure capital for growth and operations, overseeing financial planning, building investor confidence, managing financial risk, and ensuring accurate reporting. This role requires expertise in financial analysis, forecasting,...

  • Financial Controller

    6 days ago

    Cebu City, Philippines VAP (VA Platinum) | Outsourcing Experts Full time

    Financial Controller Join to apply for the Financial Controller role at VAP (VA Platinum) | Outsourcing Experts About VA Platinum We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems. Role...

  • Sales Officer

    1 week ago

    Davao City P, Philippines Toyota Financial Services Full time ₱360,000 - ₱720,000 per year

    Build and maintain strong relationships with dealers and sales agents.Promote financing products and services tailored for car buyers.Provide clients with complete information about loan terms, interest rates, and documentation requirements.Receive and review loan applications for completeness and accuracy.Perform preliminary credit screening based on...