Financial Consultant

3 days ago

Pasig, Philippines E-Solutions IT Services Full time

We are looking for proactive, customer-focused professionals to join our team as Financial Solutions Consultants . In this role, you will act as a key representative of our organization, working closely with our partner bank to deliver tailored financial solutions. You will serve as a trusted advisor to bank clients, helping them navigate and select from a suite of insurance offerings, while also fostering strong relationships with branch personnel to drive growth and client engagement.

Primary Responsibilities
  • Educate and engage bank clients on a range of Traditional and Variable life insurance products tailored to their financial needs.
  • Consistently meet or exceed individual sales targets and contribute to the overall performance of assigned bank branches.
  • Develop and nurture long-term relationships with both clients and bank staff to ensure high levels of customer satisfaction, business retention, and portfolio expansion.
  • Maintain an active presence at your designated bank branch and provide timely updates and performance reports to your Area Sales Head.
Qualifications
  • Bachelor’s degree, preferably in Business, Finance, Marketing, or a related discipline.
  • At least 2 years of sales experience, with a strong preference for candidates with a background in insurance or financial services.
  • Open to applicants with comparable experience and transferable sales skills from other industries.
  • Must be available to start within 15 days of job offer.
  • Excellent communication, interpersonal, and presentation skills, coupled with a professional and approachable demeanor.
#J-18808-Ljbffr

  • Financial Consultant

    3 days ago

    Pasig, Philippines First Global Summit Life Insurance Agency Full time

    Overview First Global Summit Life Insurance Agency Position Urgent ₱20-40K (Monthly) Hybrid - Pasig No Exp Required Bachelor Part-time Responsibilities Assist clients in financial planning, conduct market analysis, and provide personalized financial solutions. expert financial advice to clients. Analyze financial data and create investment strategies. Help...

  • Technical Consultant

    7 days ago

    Pasig, National Capital Region, Philippines beBeeApplication Full time ₱600,000 - ₱800,000

    Financial Application Specialist JobThe role of Financial Application Specialist is to provide technical consultative application support for Elite's 3E product in a non-call center type of project-based environment. The specialist will be the primary service contact assisting customers to effectively utilize Elite 3E software to meet their firm's business...

  • Senior Consultant

    2 weeks ago

    Pasig, National Capital Region, Philippines Anthesis Group Full time $70,000 - $120,000 per year

    Senior Consultant - Climate Risk & ResilienceDepartment: Climate & Nature : Climate & Nature SolutionsEmployment Type: Permanent - Full TimeLocation: PhilippinesDescription We are seeking a Senior Consultant for our Climate Risk and Resilience team in APAC focused on guiding clients to comply with regional APAC climate related reporting regimes like ISSB. A...

  • SAP FI Consultant

    13 hours ago

    Pasig, Philippines Hunter's Hub Inc. Full time

    Overview The SAP FI Consultant is responsible for the analysis, design, configuration, implementation and support of the SAP FI areas to meet the business requirements. The FI consultant should be familiar with the integration of SAP FI with other modules. Responsibilities Provide specialist level functional and configuration knowledge in designing SAP ECC6...

  • Financial Analyst

    3 days ago

    Pasig, Philippines Nu Skin Enterprises, Inc. Full time

    ## ## and . If you wish to make more specific choices, select "Edit Settings".Financial Analyst page is loaded## Financial Analystlocations: Pasig City, Philippinestime type: Full timeposted on: Posted 4 Days Agojob requisition id: R ## **About the Role:*** Assists in overseeing general accounting functions at local market and overseas shared...

  • SAP FI Consultant

    3 days ago

    Pasig, Philippines Hunter's Hub Inc. Full time

    Overview The SAP FI Consultant is responsible for the analysis, design, configuration, implementation and support of the SAP FI areas to meet the business requirements. The FI consultant should be familiar with the integration of SAP FI with other modules. Responsibilities Analyze, design, configuration, implementation and support of SAP FI areas to meet...

  • Expert Financial Professional Wanted

    7 days ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱50,000 - ₱75,000

    Financial Advisory RoleA remote Financial Consultant will be responsible for:Developing and implementing financial strategies to meet sales targets

  • Senior Consultant – Climate Risk

    2 weeks ago

    Pasig, National Capital Region, Philippines Anthesis Group Full time $104,000 - $130,878 per year

    Summary of Role:We are seeking a Senior Consultant for our Climate Risk and Resilience team in APAC focused on guiding clients to comply with regional APAC climate related reporting regimes like ISSB. A critical skill sought is the ability to evaluate and analyze climate-related risks and opportunities for clients across multiple sectors including energy,...

  • SAP FI Consultant

    3 days ago

    Pasig, Philippines Hunter's Hub Inc. Full time

    Responsibilities The SAP FI Consultant is responsible for the analysis, design, configuration, implementation and support of the SAP FI areas to meet the business requirements. The FI consultant should be familiar with the integration of SAP FI with other modules. Provide specialist level functional and configuration knowledge in designing SAP ECC6 FI...

  • Senior Consultant

    5 days ago

    Pasig, Philippines Anthesis Group Full time

    Senior Consultant - Climate Risk & Resilience Department: Climate & Nature : Climate & Nature Solutions Employment Type: Permanent - Full Time Location: Philippines Overview We are seeking a Senior Consultant for our Climate Risk and Resilience team in APAC focused on guiding clients to comply with regional APAC climate related reporting regimes...