Financial Advisor

2 weeks ago

Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full time

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. Requirements 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. #J-18808-Ljbffr

  • URGENT Hiring for Insurance/Sales Agent

    1 day ago

    Pasay, National Capital Region, Philippines Financial Advisor Full time ₱600,000 - ₱1,200,000 per year

    Looking 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...

  • Bancassurance Financial Advisor for Pasay City

    4 weeks ago

    Pasay, Philippines Eastwest Ageas Insurance Full time

    Overview 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...

  • Insurance Advisor

    5 days ago

    Pasay, National Capital Region, Philippines Cyrene Insurance Agency Full time ₱150,000 - ₱250,000 per year

    Why 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...

  • Business Development Director

    2 weeks ago

    Pasay, Philippines Sun Life Financial (Quebracho NBO) Full time

    Overview 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...

  • Client Services Sales Manager

    2 weeks ago

    Pasay, Philippines Sun Life Financial (Quebracho NBO) Full time

    Overview 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...

  • Financial Advisor

    2 days ago

    Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full time

    Responsibilities Provide personalized financial advice to clients based on their financial goals. Develop and maintain strong client relationships through effective communication and trust-building. Assess clients' financial situations and recommend appropriate investment strategies. Stay updated on market trends and financial products to enhance client...

  • Work Online

    5 days ago

    Pasay, National Capital Region, Philippines Private Advertiser Full time ₱60,000 - ₱120,000 per year

    Financial Advisor (Remote | Flexible Hours)Ready to build a rewarding career with no limits? Join us as a Financial Advisor and enjoy the freedom of working from home while achieving professional and personal growth.Perks & Benefits: 100% Work-from-home setup Weekly income with performance-based cash incentives Travel incentives (local & international)...

  • Operations & Finance Analyst (Fund Accounting) Hybrid | Night Shift

    3 weeks ago

    Pasay, Philippines Infinit-O Full time

    Operations & Finance Analyst (Fund Accounting) Hybrid | Night Shift Infinit-O Pasay, National Capital Region, Philippines Direct message the job poster from Infinit-O Recruitment Specialist - Financial Services | RPm | CHRA Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the...

  • Bancassurance Sales Executive

    3 days ago

    Pasay, National Capital Region, Philippines HRTX consulting Full time ₱250,000 - ₱350,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: PasayThis 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...

  • Bancassurance Sales Executive

    3 days ago

    Pasay, National Capital Region, Philippines HRTX consulting Full time ₱150,000 - ₱300,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmHiring Event: Binondo, ManilaThis 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...