Financial Advisor

3 months ago


Cebu City, Philippines PRU LIFE U.K. STR Unit Full time
Qualifications & experience
-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families
-Open for fresh graduates who are willing to be mentored
-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
-Sales experience is an advantage
-Must be equipped with a laptop/PC with webcam and smartphone
-Has good communication skills

Tasks & responsibilities
-Helps clients create financial plans to achieve their goals.
-Answers client's financial questions and addresses concerns.
-Builds long-term client relationships.
-Collaborates with other financial planners.
-We assess the financial needs of individuals and help them with decisions on investments and insurance. We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Benefits
-Limitless Income Potential
-Financially Secured
-Local and International Travels
-Cash Incentives
-Awards and Recognition
-Career and Personal Growth
-Savings Plan
-Health Maintenance Organization (HMO)
-Work-Life Balance with Time Freedom
  • Financial Advisor

    4 days ago


    Taguig City, Philippines Sun Life of Financial - Acropolis Unit Full time

    As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

  • Financial Advisor

    4 days ago


    Taguig City, Philippines Sun Life of Financial - Acropolis Unit Full time

    As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

  • Financial Advisor

    1 month ago


    Baliwag City, Philippines MJNE INSURANCE AGENCY Full time

    financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

  • Financial Advisor

    1 month ago


    Baliwag City, Philippines MJNE INSURANCE AGENCY Full time

    financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

  • Financial Advisor

    1 month ago


    Pasig City, Philippines PRU LIFE UK -GOLD RADIANCE TEAM Full time

    Build lasting relationships and create impact. Be a Financial Advisor – Empower Lives, Build Futures! Are you driven, passionate, and looking to make a difference? As a Financial Advisor, you’ll help individuals and families achieve their financial dreams through personalized insurance and investment solutions. Work flexible hours, enjoy unlimited...

  • Financial Advisor

    1 month ago


    Pasig City, Philippines PRU LIFE UK -GOLD RADIANCE TEAM Full time

    Build lasting relationships and create impact. Be a Financial Advisor – Empower Lives, Build Futures! Are you driven, passionate, and looking to make a difference? As a Financial Advisor, you’ll help individuals and families achieve their financial dreams through personalized insurance and investment solutions. Work flexible hours, enjoy unlimited...

  • Financial Advisor

    1 month ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection.Role Overview:As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance solutions....

  • Financial Advisor

    1 month ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection. Role Overview: As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance...


  • BGC Taguig City, Philippines Team Ives - Virtual Insurance Advisor Full time

    Job OverviewWe are seeking a skilled Financial Security Specialist to join our team at Team Ives - Virtual Insurance Advisor.About the RoleThis is a key position that involves identifying clients' insurance needs and providing expert advice to protect their financial security.Duties and ResponsibilitiesSelling insurance policies to individuals, families,...

  • Financial Advisor

    1 month ago


    Quezon City, Philippines Pru Life Uk Achievers Team Full time

    Join a team dedicated to empowering clients to achieve financial security and peace of mind. We’re looking for driven professionals ready to make a meaningful impact through financial guidance and protection. Role Overview: As a Financial Advisor, you’ll build and manage client relationships, offering personalized financial advice and insurance...


  • Quezon City, National Capital Region, Philippines Talent Outsourcing Channel Solutions Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Talent Outsourcing Channel Solutions.


  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    About the Role:ABSI is seeking a highly skilled Strategic Financial Analyst and Advisor to join our team. As a key member of our finance department, you will be responsible for providing timely, accurate, and relevant financial information to management and stakeholders.In this role, you will act as a trusted advisor to business partners and management,...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About This RoleSun Life Grepa Financial, Inc. is seeking a skilled Agency Recruitment Specialist to join our team. As an Agency Recruitment Specialist, you will be responsible for identifying and engaging quality prospects for new Agency Financial Advisors and leaders, developing effective recruitment strategies, and creating targeted recruitment campaigns...

  • Financial Advisor

    3 months ago


    Cebu City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience -Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families -Open for fresh graduates who are willing to be mentored -Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities -Sales experience...

  • Financial Advisor

    3 months ago


    Cebu City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families-Open for fresh graduates who are willing to be mentored-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities-Sales experience is...

  • Financial Advisor

    3 months ago


    Tacloban City, Philippines PRU LIFE U.K. STR Unit Full time

    Qualifications & experience-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families-Open for fresh graduates who are willing to be mentored-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities-Sales experience is...


  • Lipa City, Calabarzon, Philippines Sun Life - Diamond Sales Unit Full time

    About the RoleWe are seeking a highly motivated and results-driven Sun Life Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a crucial role in helping individuals and families achieve their financial goals and dreams.Key ResponsibilitiesPass the Licensure exam: Conduct thorough financial assessments to understand clients'...

  • Financial Advisor

    1 month ago


    Makati City, National Capital Region, Philippines FWD Full time

    Unlock Your Potential with FWDAre you a motivated and ambitious individual looking for a challenging role that offers opportunities for growth and development? Do you have a strong educational background and excellent communication skills? We are seeking a highly skilled Financial Consultant to join our team at FWD.Key Qualifications:Minimum 2 years of...


  • Tacloban City, Eastern Visayas, Philippines PRU LIFE U.K. STR Unit Full time

    Financial AdvisorAt PRU LIFE U.K. STR Unit, we are seeking a highly motivated and skilled Financial Advisor to join our team.About the RoleWe are looking for an individual who is passionate about educating clients about financial literacy and advocating for their well-being. The ideal candidate will have excellent communication skills, be willing to travel...

  • Financial Planner

    1 month ago


    Quezon City, National Capital Region, Philippines Pru Life Uk Achievers Team Full time

    Unlock Your Potential as a Financial AdvisorAt Pru Life UK Achievers Team, we're on a mission to empower clients to achieve financial security and peace of mind. As a Financial Advisor, you'll play a vital role in helping individuals and families make informed decisions about their financial futures.Key Responsibilities:Develop and maintain a portfolio of...