Financial Advisor

3 weeks ago

Pasig, Philippines Financial Advisor @ Pru Life UK (Rey Correa) Full time

Responsibilities Develop and maintain a client base through networking, referrals, and leads. Assess client needs and recommend suitable insurance products. Explain policy features, coverage, and premiums to clients in a clear and simple manner. Process applications, handle renewals, and update client records. Provide ongoing support to clients, assisting with claims and coverage questions. Meet or exceed sales goals and performance targets. Stay current with industry trends, product knowledge, and licensing requirements. Ensure compliance with all insurance laws and company policies. Qualifications At least college graduate. With 1 year working experience preferred. Proven sales or customer service experience; insurance experience is a plus. Excellent communication and interpersonal skills. Strong organizational and time-management abilities. Proficient in using social media, and other platforms. With stable internet connection, and device (tablet and/or laptop) #J-18808-Ljbffr

  • Financial Advisor

    4 weeks ago

    Pasig, Philippines Manulife Financial Group Full time

    Manulife Financial Corporation is a leading international financial services provider, operating as Manulife in Canada, Asia, and Europe, and as John Hancock in the United States. The company offers a wide range of financial advice and insurance services for individuals, groups, and businesses. Through Manulife Wealth & Asset Management, it provides global...

  • Financial Advisor

    13 hours ago

    Pasig, Philippines Blaze Coaches Full time

    Financial Advisor Blaze Coaches Responsibilities Build and maintain relationships with clients through regular meetings and communication. Understand clients' financial goals, risk tolerance, and current financial situation. Provide personalized financial advice and develop tailored financial plans. Client Relationship Management Build and maintain...

  • Financial Advisor

    3 weeks ago

    Pasig, Philippines Pru Life U.K. - Global Amazonite Branch Full time

    Overview Financial Advisors are Licensed Professionals who offers Life and Health Insurance plans, Teach Financial Wealth Management, Teaches Investment strategies, Promote proper savings and also helps client plan for inheritance, Wealth transfer, Retirement planning, and pre-emptive solutions for Life Uncertainties. Responsibilities Financial Advisors are...

  • Financial Advisor

    13 hours ago

    Pasig, Philippines Blaze Investments Full time

    Client Relationship Management Build and maintain relationships with clients through regular meetings and communication. Understand clients' financial goals, risk tolerance, and current financial situation. Provide personalized financial advice and develop tailored financial plans. Requirements Bachelor’s degree in finance, economics, accounting, business,...

  • Financial Advisor

    3 days ago

    Pasig, National Capital Region, Philippines Blaze Coaches Full time ₱400,000 - ₱800,000 per year

    Client Relationship ManagementBuild and maintain relationships with clients through regular meetings and communication.Understand clients' financial goals, risk tolerance, and current financial situation.Provide personalized financial advice and develop tailored financial plans.RequirementsBachelors degree in finance, economics, accounting, business, or a...

  • Financial Advisor

    2 weeks ago

    Pasig, Philippines Pru Life UK Full time

    Financial Advisor / Financial Wealth Planner Provide personalized financial planning and investment advice. Assess clients' financial situations and goals. Develop tailored strategies for wealth management. Stay updated on financial regulations and market trends. Build and maintain strong client relationships. Monitor and adjust clients' portfolios as...

  • Part Time Financial Advisor

    1 week ago

    Pasig, Philippines Pru Life UK Full time

    Job Description As a Part-Time Financial Advisor, you will be instrumental in guiding clients toward achieving their financial objectives through customized insurance and investment solutions. Your role will involve analyzing client needs, delivering expert recommendations, and creating personalized plans to safeguard their wealth and secure their future....

  • Part Time Financial Advisor

    3 weeks ago

    Pasig, Philippines Pru Life UK - Team Josh Full time

    Overview Financial Advisor - Pru Life UK Join Pru Life UK as a Financial Advisor and help clients achieve their financial goals through personalized financial planning and advice. As a key member of our team, you'll provide tailored solutions, sell financial products, and build lasting client relationships. Key Responsibilities Assess client needs and...

  • Financial Advisor

    3 weeks ago

    Pasig, Philippines Pru Life Insurance Corporation of U.K - Black Orcas Full time

    Pru Life Insurance Corporation of U.K. - Black Orcas | Hybrid - Pasig | No Exp Required | Part-time Job Description Overview Provide personalized financial planning and investment advice to clients, assess financial situations and goals, and develop wealth management strategies. Responsibilities Provide personalized financial planning and investment advice....

  • Tax Advisor

    1 week ago

    Pasig, Philippines WSP in Manila Full time

    WSP, world-leading management and consultancy firm, connects you to many opportunities. We are a collaborative team of experts that thrives on challenge and unconventional thinking. At WSP, we make extraordinary efforts to attract, develop, engage, and retain the best professionals in our fields of expertise because this makes us great. The Tax Advisor will...