Investment Consultant
2 weeks ago
Overview
In partnership with the country’s fastest-growing Life Insurance brand - FWD Life Philippines, and the best retail bank and the leading universal bank in the Philippines - Security Bank.
The most exciting, best in class, top of mind, mission-driven professionals — we are looking for self-driven individuals who are hungry for learning and will be committed to work for their own results. You might be the perfect match to our family where FUN, FULFILLMENT, and PROFIT is our priority.
We are looking for people who want to have part-time or full-time job opportunities in the life insurance, sales, and financial services industry and are willing to be mentored. We are currently expanding our team. Being an Investment Consultant is a freelance job with a lot of incentives (such as training, recognition, gadget, travel, commission, bonus, access to personal development programs, opportunity to help, become a life coach, and meet some social media influencers).
Investment ConsultantWe review the financial situation of the client through holistic financial planning, in order for them to reach their financial goals. And then we teach clients on how the stock market works and how growing money will help them with their finances together how important protection investment and financial foundation in achieving financial freedom.
Benefits- iPad subsidy
- Time flexibility and work-life integration
- Unlimited income potential (commission-based income)
- 30 to 40% sales commission plus bonuses
- HMO benefit (Intellicare) with ₱250K maximum coverage extended to immediate family members and dependents
- Life insurance with ₱10M maximum coverage
- Free online competency trainings
- Face-to-face learning events in the House of Transformation
- Access to personal development programs
- Out-of-country travel perks with 5-star hotel accommodation and allowance
- Learn how to become a life coach and facilitate human learning
- Opportunity to meet, work, and learn with well-known social media influencers
- Living within Metro Manila and Calabarzon
- High willingness to learn and with high engagement
- Possessing grit and resilience
- With desire of becoming successful and passion in helping a lot of people
- With confidence in approaching and meeting new people
- Good internet connection
- Desktop or laptop
- Must be willing to attend weekly meetings and trainings (both online and face-to-face)
- With sales experience is a plus
- With managerial and leadership experience is a plus
- Need to pass the Insurance Commission Licensure Exam and FWD Coding (candidate to shoulder payment for exam and coding)
We don't wait for success, we CREATE it. And we want to co-create it with YOU
APPLY NOW
#J-18808-Ljbffr-
Investment Risk Associate
4 days ago
Makati City, National Capital Region, Philippines ATRAM Group Full time ₱1,200,000 - ₱2,400,000 per yearJob Posting: Portfolio Analytics & Data Associate Location: Makati City, Philippines | Business Unit: Investments | Department: Portfolio Intelligence & AnalyticsAbout ATRAMATRAM is the leading independent asset and wealth manager in the Philippines. With a commitment to innovation and fiduciary excellence, ATRAM is reshaping how investment insights,...
-
Investment Research
2 weeks ago
Cebu City, Philippines Dedale Full timeAbout Software Club: Software Club is the differentiating source of strategic intelligence in the technology space . With a unique team of over 100 full-time research analysts & planners, Software Club leverages a network of over 10 000 market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus...
-
Associate (Investment Team)
4 days ago
Davao City, Davao, Philippines Bachy Soletanche Singapore Full time ₱600,000 - ₱1,200,000 per yearReport discriminatory job ad to TAFEPRoles & ResponsibilitiesJob Description: Associate, Investment TeamDymon Asia Private Equity ("DAPE") is an award-winning, Southeast Asia-focused private equity firm, investing across the lower mid-market. Owned and managed by Southeast Asian professionals with a multi-year track record of successful investments, we act...
-
Davao City, Philippines UNICEF Full timeOverview UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. To save their lives. To defend their rights. To help them fulfill their potential. Across 190 countries and territories, we work for every child, everywhere, every day, to build a better world for everyone. And we never give up. For every...
-
financial consultant
4 days ago
Davao City, Davao, Philippines KS DUBB LENDING CORP Full time ₱600,000 - ₱1,200,000 per yearA Financial Consultant provides expert advice and guidance to individuals, businesses, or organizations on how to manage, invest, and grow their financial resources. Their primary goal is to help clients achieve short- and long-term financial objectives, such as retirement planning, wealth building, risk management, and debt reduction.Assess clients'...
-
Investment Banking Analyst
22 hours ago
Tarlac City, Philippines Tahche Outsourcing Services Inc Full timeAbout the job Investment Banking Analyst (Remote) Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities. This is a full-time role, on a US shift ...
-
Cebu City, Philippines UNICEF Full timeOverview UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. To save their lives. To defend their rights. To help them fulfill their potential. Across 190 countries and territories, we work for every child, everywhere, every day, to build a better world for everyone. And we never give up. For every...
-
Investment Compliance Analyst
2 weeks ago
Taguig City & Ortigas, Philippines J-K Network Services Full timeClient Profile: This company was founded in 1976. One of the fastest growing IT company not only in the Philippines but also in Canada and Australia. This company focuses on Business consulting, Systems integration and IT services. Position: Investment Compliance Analyst Company Industry: IT Company Location: Taguig City & Ortigas Salary Offer: Php 35,000 -...
-
Investment Banking Analyst
2 weeks ago
Cemex-City of Naga Gawad Kalinga Village, Philippines Tahche Outsourcing Services Inc Full timeAbout the job Investment Banking Analyst (Remote) Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities. This is a full-time role, on a US shift ...
-
Finance Consultant
2 weeks ago
Cebu City, Philippines Ultimate Financing Company Inc Full timeOn-site - Cebu Fresh Graduate/Student Bachelor Full-time Job Description Provides expert financial advice to individuals or organizations to help manage their finances effectively. Analyzes financial data, prepares reports, and offers solutions for budgeting, investments, and risk management. Assists clients with tax planning, retirement planning, and wealth...
