Financial Advisor

1 month 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

    1 month 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

    1 month 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...


  • Makati City, Philippines Jobscloud Full time

    A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...


  • Makati City, Philippines Jobscloud Full time

    A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...

  • Financial Advisor

    1 month 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...

  • Financial Consultant

    1 month ago


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

    We are seeking a motivated Financial Advisors to join our team at our rapidly expanding financial institution. A high salary, personal development, and career advancement are all on offer in this position. RESPONSIBILITIES: - Educate and assist clients about financial literacy and provide customized advice - Determine clients' financial needs and create...

  • Financial Advisor

    1 month ago


    Muntinlupa City, Philippines AUTHOBLISH Full time

    Achieve our goal to help people get the most out of life. To provide personalized financial advice tailored to the client's unique goals and circumstances. To develop customized financial strategies that align with the client's short-term objectives and long-term goals. To optimize the client's financial portfolio, minimize risks, and maximize returns.

  • Financial Advisor

    1 month ago


    Muntinlupa City, Philippines AUTHOBLISH Full time

    Achieve our goal to help people get the most out of life. To provide personalized financial advice tailored to the client's unique goals and circumstances. To develop customized financial strategies that align with the client's short-term objectives and long-term goals. To optimize the client's financial portfolio, minimize risks, and maximize returns.

  • Financial Consultant

    1 month ago


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

    We are seeking a motivated Financial Advisors to join our team at our rapidly expanding financial institution. A high salary, personal development, and career advancement are all on offer in this position. RESPONSIBILITIES: - Educate and assist clients about financial literacy and provide customized advice - Determine clients' financial needs and create...

  • Financial Advisor

    5 months ago


    Cebu City, Philippines QUESS PHILIPPINES CORPORATION Full time

    Job Responsibilities: Establishes, maintains and grows relationship with bank partners. Acts as the sales and marketing officer for the area assigned. Ensures that targets are met for the whole region and specific partner branches Performs client presentations and conducts closing of businesses for the company. Takes care of the after sales servicing of the...

  • Financial Advisor

    5 months ago


    Cebu City, Philippines QUESS PHILIPPINES CORPORATION Full time

    Job Responsibilities: Establishes, maintains and grows relationship with bank partners. Acts as the sales and marketing officer for the area assigned. Ensures that targets are met for the whole region and specific partner branches Performs client presentations and conducts closing of businesses for the company. Takes care of the after sales servicing of the...

  • Financial Advisor

    5 months ago


    Cebu City, Philippines QUESS PHILIPPINES CORPORATION Full time

    Job Responsibilities:Establishes, maintains and grows relationship with bank partners.Acts as the sales and marketing officer for the area assigned.Ensures that targets are met for the whole region and specific partner branchesPerforms client presentations and conducts closing of businesses for the company.Takes care of the after sales servicing of the...

  • Call Center Agent

    1 month ago


    Cebu City, Philippines Velasco Outsourcing Company Full time

    Wake Up To A Better Future!Apply now as our Customer Service Representative!Location: Cebu CityAccount Available : Healthcare, Dispatch Advisor, Financial, Travel Cruise, TelcoEarn UP TO 24,000 + Incentives!Qualifications:At least SHS/HS graduateWith at least 6 months BPO ExperienceWith Excellent English Communication SkillsAmenable to work onsiteWilling to...

  • Unit Manager

    2 months ago


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

    PRUVENTURE is your answered prayer! We are looking for qualified individuals to be part of PRUVenture Program, an elite program of Pru Life UK that will help jumpstart your career as Financial and Insurance Professional to Unit Manager. 18 Month Comprehensive Training Program (Both National & International) Monthly Allowance of P20,000 to P 60,000 on TOP of...

  • Call Center Agent

    1 month ago


    Cebu City, Philippines Velasco Outsourcing Company Full time

    Wake Up To A Better Future! Apply now as our Customer Service Representative! Location: Cebu City Account Available : Healthcare, Dispatch Advisor, Financial, Travel Cruise, Telco Earn UP TO 24,000 + Incentives! Qualifications: At least SHS/HS graduate With at least 6 months BPO Experience With Excellent English Communication Skills Amenable to work...

  • Unit Manager

    2 months ago


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

    PRUVENTURE is your answered prayer! We are looking for qualified individuals to be part of PRUVenture Program, an elite program of Pru Life UK that will help jumpstart your career as Financial and Insurance Professional to Unit Manager. 18 Month Comprehensive Training Program (Both National & International) Monthly Allowance of P20,000 to P 60,000 on TOP of...

  • Call Center Agent

    1 month ago


    Cebu City, Philippines Velasco Outsourcing Company Full time

    Wake Up To A Better Future! Apply now as our Customer Service Representative! Location: Cebu City Account Available : Healthcare, Dispatch Advisor, Financial, Travel Cruise, Telco Earn UP TO 24,000 + Incentives! Qualifications: At least SHS/HS graduate With at least 6 months BPO Experience With Excellent English Communication Skills Amenable to work...

  • Financial Sales Agent

    2 months ago


    Quezon City, Philippines LeadAdvisors Full time

    About the Job:We are seeking a highly motivated and experienced Financial Sales Agent to join our team in U.S.  Its a leading Financial institution dedicated in providing excellent financial services to our customers.A Financial Sales Agent plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Sales agent,...

  • assistant manager

    4 weeks ago


    Cebu, Philippines Manulife Philippines- Lapu-Lapu Office Full time

    About usA few facts about Manulife Financial CorporationThe Manufacturers Life Insurance Co. (Phils.), Inc. (also known as Manulife Philippines) is a subsidiary of Manulife Financial Corporation, one of the largest insurance companies in the world. With headquarters in Canada, we are proud to take care of the financial and protection needs of more than 30...

  • Financial Advisor

    4 months ago


    Iloilo City, Philippines Quess Philippines Corp. Full time

    Job Responsibilities: • Establishes, maintains and grows relationship with bank partners. • Acts as the sales and marketing officer for the area assigned. • Ensures that targets are met for the whole region and specific partner branches • Performs client presentations and conducts closing of businesses for the company. • Takes care of the after...