
Financial Advisor
4 weeks ago
- Provide financial consultation and advice to clients regarding investments, savings, and financial planning.
- Develop tailored financial strategies to help clients achieve their financial goals.
- Analyze clients' financial status by reviewing balance sheets, income statements, and other financial documents.
- Stay updated on financial regulations and industry trends to provide clients with accurate information.
- Build and maintain strong client relationships through regular communication and follow-ups.
- Educational Qualifications: Bachelor’s degree
- Experience Level: Entry-level (0–2 years).
- Skills and Competencies: Strong analytical skills, excellent communication, and interpersonal skills.
- Qualities and Traits: Motivated self-starter with a strong desire to help clients and improve their financial wellbeing.
- Responsibilities and Duties: Ability to work independently and as part of a team to meet client needs effectively.
- Working Conditions: Comfortable working in an office environment with opportunities for remote work.
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Financial Advisor
4 weeks ago
Pasay, Philippines Sun Life of Canada Philippines Inc. Full timeOverview Here in Sun Life, you can be a Financial Advisor while keeping your full-time job. You’ll have the chance to help secure your friends’ and family’s life insurance, health insurance, investments, and other future cash benefits. It’s a meaningful way to help others while also earning and learning. Some of the benefits of being a Financial...
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URGENT Hiring for Insurance/Sales Agent
2 days ago
Pasay, National Capital Region, Philippines Financial Advisor Full time ₱600,000 - ₱1,200,000 per yearLooking for a career with purpose? Why not spend your free time in an income earning opportunity?What we're looking for:• Education: Bachelor's degree in any field.• Location: Must be based in Luzon.• Experience: Fresh graduates are welcome Previous experience in finance is an advantage but not required.• Affiliation: Applicants should not be...
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Financial Advisor
2 weeks ago
Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full timeSun Life of Canada Phils. King Augustus Unit Hybrid - Pasay No Exp Required Bachelor Part-time Share Job Description As a Financial Advisor, you will play a key role in guiding individuals and families toward financial security and success. You will provide clients with tailored advice on insurance, savings, and investment strategies that align with their...
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Pasay, Philippines Eastwest Ageas Insurance Full timeOverview Have what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES? Say yes to EastWest Ageas Insurance and be a Bancassurance Financial Advisor today! We’re looking for authentic, bold, and charismatic stewards ready to work towards our goals and passion. At EastWest Ageas Insurance, we understand that to...
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Insurance Advisor
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Pasay, National Capital Region, Philippines Cyrene Insurance Agency Full time ₱150,000 - ₱250,000 per yearWhy Apply? Balance family and work with flexible hours Commission-based income with extra bonuses Build a long-term career with stability Part-time or full-time – you decideJob Description:Be an Insurance Advisor while still being present for your family. You'll help clients secure their financial future while enjoying the freedom to work from home or...
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Financial Advisor
4 weeks ago
Pasay, Philippines Pru Life UK - Team Glen Full timeResponsibilities Provide personalized financial advice to clients based on their goals and risk tolerance. Analyze financial data and develop investment strategies. Educate clients on investment options, retirement planning, and tax strategies. Monitor and adjust client portfolios to ensure alignment with financial objectives. Build and maintain strong...
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Senior Manager, People Advisor
4 weeks ago
Pasay, Philippines Tink Full timeCompany Description As the world's leader in digital payments technology, Visa's mission is to connect the world through the most creative, reliable and secure payment network - enabling individuals, businesses, and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of...
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Business Development Director
4 weeks ago
Pasay, Philippines Sun Life Financial (Quebracho NBO) Full timeOverview Join our reputable financial services firm in the Philippines as an Business Development Director at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc., where you will play a pivotal role in driving the sales performance of Client Service Sales Managers and their teams of Business Sales Development Associates. This...
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Client Services Sales Manager
4 weeks ago
Pasay, Philippines Sun Life Financial (Quebracho NBO) Full timeOverview Join our esteemed financial services firm in the Philippines as a Client Services Sales Manager at Sun Life of Canada Philippines Inc. or Sun Life Asset Management Company Inc. In this pivotal role, you will lead a team of Business Sales Development Associates to drive unit growth, mentor advisors, and deliver exceptional financial services. If you...
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Bancassurance Financial Advisor
4 weeks ago
Pasay, Philippines Pan Asia Resources Full timeOverview Provides financial planning and advisory services and assisting client in insurance products Your must have: 2nd year college/Bachelor's degree preferably business, marketing, financial related courses atleast 1 year experience in sales/financial advisory roles or customer service strong verbal and written communication skills amenable to work...