Financial Advisor

Responsibilities Conduct consultations with potential clients either on-site or virtually. Present and discuss suitable insurance plans tailored to clients’ needs. Assist clients with their insurance applications and required documents. Build and maintain strong relationships with existing clients. Develop and lead your own team in preparation for...

Optimum Global Summit Life Insurance Agency -Jesuzzane Valledor On-site - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Employee Recognition Program, Incentives, Quarterly Gifts Insurance Health & Wellness Life Insurance, HMO Professional Development Work-Life Balance Work...

Together with me as your Manager, offer strategic advice on products and services, such as investments, insurance coverage You will enjoy flexible work arrangements, efforts-based income, travel incentives and personal growth This is commission-based, hence a high potential income (no need to leave your current job/ business as this is flexi-time) ...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to...

OverviewProvide tailored financial advice to clients based on their individual needs and financial goals. Monitor clients' financial progress and make necessary adjustments to their investment strategies. Develop and maintain strong relationships with clients through excellent interpersonal communication. Stay updated on financial regulations and market...

On-site - Makati No Exp Required Bachelor Part-timeJob DescriptionWe are seeking a motivated and results-driven Insurance Agent to join our team. In this role, you will be responsible for selling and managing insurance policies, guiding clients in selecting the best coverage options, and providing ongoing support to ensure customer satisfaction.Employee...

OverviewFinancial Advisor - PRU LIFE UK. Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide tailored solutions, sell financial products, and build lasting relationship with your clients.ResponsibilitiesProvide tailored financial...

Description Provide expert financial advice to clients, focusing on wealth management and investment strategies. Conduct thorough assessments of client financial situations to create tailored financial plans. Keep abreast of market trends and regulatory changes to ensure compliance and effective client service. Build and maintain strong relationships with...

Negotiable Hybrid - Makati No Exp Required Diploma Freelance Employee Recognition and Rewards Commission, Performance Bonus, Incentives Insurance Health & Wellness Life Insurance, HMO Benefits Full mentorship provided The Catch? You have to be willing to outwork your excuses! Description Provide personalized financial advice to clients to help them...