Financial Solutions Specialist
1 week ago
About the job Financial Solutions Specialist Job Summary: Key Responsibilities: Promote and sell life insurance and investment products to bank clients. Build relationships with bank staff to generate leads. Conduct financial needs analysis and offer suitable solutions. Provide after-sales support and ensure client satisfaction. Attend trainings and submit sales reports. Comply with all regulations and company policies. Qualifications: Bachelors degree in Business, Finance, Marketing, or related field. At least 6 months experience in sales, banking, insurance, or customer service preferred. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and team-oriented. Willing to be assigned to bank branches. What We Offer: Competitive pay with commissions and incentives. Training and career development. Access to bank clients. Health benefits and career growth opportunities. #J-18808-Ljbffr
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Loan Processing Specialist – Financial Account
2 weeks ago
, Metro Manila, Philippines KMC Solutions Full timeMake your next big career move by applying as KMC Solutions next LOAN PROCESSING SPECIALIST! The Loan Administration Officer will support Australian brokers and clients in efficiently progressing home loan applications with various lenders. This role requires strong administrative, communication, and organizational skills to ensure smooth and accurate loan...
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Financial Reporting Specialist
3 weeks ago
, Metro Manila, Philippines Landers Superstore (Southeastasia Retail Inc.) Full timeFinancial Consolidation and Reporting Specialist Taguig, National Capital Region, Philippines What You'll Do Prepare and analyze general ledger accounts to support timely and accurate financial reporting Collaborate with various departments to gather data and deliver actionable insights Conduct risk assessments to ensure compliance with accounting standards...
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Bancassurance Financial Executive
1 week ago
, Metro Manila, Philippines HRTX Full timeOverview We're hiring: Bancassurance Financial Executive Are you passionate about helping others achieve financial security and success? Join our dynamic team as a Financial Solutions Specialist and make a meaningful impact through trusted financial guidance and tailored solutions. Responsibilities Provide financial guidance and tailored solutions to...
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Customer Service Specialist
2 weeks ago
, Metro Manila, Philippines Prime Technology Specialist Incorporated Full timeJob Description We are looking for a Customer Service Specialist with proven experience in customer support, preferably from the lending or financial services industry . The successful candidate will handle client inquiries, assist with loan applications, and ensure excellent customer satisfaction. Responsibilities Respond to customer inquiries regarding...
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Solution Designer
1 week ago
Manila, Philippines Sun Life Financial Full timeSolution Designer page is loaded## Solution Designerlocations: Taguig City, National Capital Region (Manila): Sun Life Philippinestime type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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Customer Card Customer Service Specialist
2 weeks ago
, Metro Manila, Philippines Prime Technology Specialist Incorporated Full timeCustomer Service Specialist (LuvIt Customer Card) Industry: Lending / Banking / Financial ServicesLocation: Ortigas PasigEmployment Type: Full-time Onsite / Mon to Friday Job Summary: We are looking for a Customer Service Specialist to handle inquiries and concerns related to the LuvIt Customer Card . The role focuses on providing high-quality assistance to...
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Financial Advisor
4 weeks ago
Manila, Philippines Manulife Financial Group Full timeAbout the Company: Manulife Philippines Manulife is a global financial services provider with over 130 years of experience helping individuals and families build a more secure future. In the Philippines, Manulife has been a trusted name for more than 100 years, offering life insurance, investment, and retirement solutions to millions of Filipinos. As part of...
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Technical Solutions Specialist
3 weeks ago
, Metro Manila, Philippines Five9 Full timeTechnical Solutions Specialist - Network/Telecoms Join to apply for the Technical Solutions Specialist - Network/Telecoms role at Five9 Technical Solutions Specialist - Network/Telecoms Join to apply for the Technical Solutions Specialist - Network/Telecoms role at Five9 Get AI-powered advice on this job and more exclusive features. Join us in bringing joy...
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Financial Solutions Specialist
4 days ago
Manila, National Capital Region, Philippines HRTX Full time ₱300,000 - ₱500,000 per yearJob Summary:Key Responsibilities:Promote and sell life insurance and investment products to bank clients.Build relationships with bank staff to generate leads.Conduct financial needs analysis and offer suitable solutions.Provide after-sales support and ensure client satisfaction.Attend trainings and submit sales reports.Comply with all regulations and...
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Sourcing Specialist
3 weeks ago
, , Philippines Sun Life Financial Full timeSourcing Specialist page is loaded## Sourcing Specialistlocations: Taguig City, National Capital Region (Manila)time type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...