Financial Advisor
2 weeks ago
Job Title: Financial Advisor
Location: Makati
Company: Pru Life UK
Employment Type: Full-Time / Part-Time / Commission-Based
We are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role in helping clients achieve financial security and success through proper financial planning, investment strategies, and protection solutions.
Responsibilities:- Build and maintain long-term relationships with clients
- Assess clients' financial needs, goals, and risk tolerance
- Recommend suitable insurance and investment products
- Create personalized financial plans for clients
- Educate clients on financial literacy and wealth management
- Conduct regular reviews and updates to clients' financial plans
- Stay updated with financial products, market trends, and industry regulations
- Attend training sessions, team meetings, and events
-
Financial Consultant
3 weeks ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeFinancial AdvisorI am expanding my team of Financial Advisors. Connect with me if you are interested by sending me a message or click FINANCIAL ADVISOR – APPLY NOW.ResponsibilitiesProvide assistance on financial planning to clients for their short or long term goals.Share the different insurance products of the company to the clients according to their...
-
Financial Advisor Career
22 hours ago
Makati City, National Capital Region, Philippines AIA Philippines Full timeAIA Philippines seeks a skilled Financial Advisor to empower Filipinos in achieving financial security and prosperity. This role offers both part-time and full-time positions with performance incentives.Key ResponsibilitiesEducate Clients: Conduct financial planning and provide clients with solutions suited for their financial needs, including Life Insurance...
-
Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Prulife UK Full timePrulife UK Makati, National Capital Region, Philippines2 days ago Be among the first 25 applicantsSenior Associate Unit Manager - Ace Summit Life Insurance AgencyCompany DescriptionEstablished in 1996, Pru Life UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first life insurance companies...
-
Financial Advisor
4 weeks ago
Makati City, National Capital Region, Philippines Allianz PNB Life Full timeHybrid - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionCompany DescriptionAllianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and a full line of Life protection offerings. Headquartered in Makati City, we are the fastest-growing life insurance company in the country in terms of...
-
Senior Financial Advisor-Sta. Mesa
2 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial Full timeOverviewAbout UsSun Life Grepa Financial is a leading financial services company that offers a range of insurance and investment products.We are committed to providing excellent service to our clients and helping them achieve their long-term financial goals.About the JobWe are currently seeking a Senior Financial Advisor to join our team in Sta. Mesa.The...
-
Financial Advisor
1 week ago
Makati City, National Capital Region, Philippines PRU LIFE UK - Trillion Dragon Unit Full timeFinancial AdvisorPRU LIFE UK - Trillion Dragon Unit₱40-80K [Monthly] Hybrid - Makati No Exp Required Bachelor Part-time ShareJob DescriptionBenefitsInsurance Health & Wellness: HMOProfessional Development: Employee Assistance Program, Job Training, Mentorship ProgramWork-Life Balance: Flexible Hours, Work from HomeDescriptionJoin Pru Life UK as a Financial...
-
Senior Financial Professional
4 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeCompany OverviewThe Advisor Hub is a leading insurance agency dedicated to providing exceptional financial services to clients.About the RoleWe are seeking a highly skilled Financial Consultant to join our team. As a key member of our advisory team, you will be responsible for delivering top-notch financial planning services to our clients.
-
Financial Planning Expert
4 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeJob DescriptionAs a Financial Consultant at The Advisor Hub, your primary responsibility will be to provide expert financial guidance to clients. This includes assisting them in achieving their short-term and long-term financial goals.Key Responsibilities:Offer tailored financial planning solutions to meet clients' needs.Communicate the benefits of various...
-
Makati City, National Capital Region, Philippines Manulife Financial Full timeAs Sr. Manager for High Potential Advisor Engagement, you will play a pivotal role in shaping the success and stability of our business. Your responsibilities will encompass engaging with the different segments of Advisors identifying early potential and facilitating capacity building as well as developing those who are in the higher productivity segments...
-
Senior Financial Advisor
44 minutes ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeDiscover a rewarding career with Pru Life UK - Team Rhod as a Senior Financial Advisor.About the RoleWe are seeking a highly motivated and experienced professional to join our team as a Senior Financial Advisor.Your primary responsibility will be to provide personalized financial planning services to our clients, helping them achieve their long-term...
-
Financial Services Advisor
2 weeks ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at LeadAdvisors in the U.S. As a leading financial institution, we are dedicated to providing exceptional financial services to our clients.A Financial Services Representative plays a vital role in delivering comprehensive financial guidance and...
-
Financial Services Representative
2 weeks ago
Quezon City, National Capital Region, Philippines Manulife Financial Full timeAs a member of Manulife's Individual Wealth and Insurance Solutions team, you'll collaborate with independent financial advisors nationwide to offer innovative wealth management and financial protection solutions.This role involves assisting our large groups, national accounts, and independent advisors in processing new life insurance applications. Key...
-
Insurance Financial Advisor
1 week ago
Makati City, National Capital Region, Philippines Lazurite Gold Life Insurance Agency Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Lazurite Gold Life Insurance AgencyAssistant Unit Manager - Lazurite Gold Life Insurance AgencyCompany DescriptionMembers are at work-from-home setup, working efficiently through the use of internet connection and working device (Laptop/Tablet/Mobile Phone).Role...
-
Financial Advisor
4 weeks ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...
-
NextGen Financial Advisor
4 weeks ago
Makati City, National Capital Region, Philippines E.D. Paras Insurance Services Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Anniversary Gifts, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly GiftsInsurance Health & WellnessHealth Insurance, Life Insurance, HMOAnnual Company TripWork-Life BalanceFlexible Hours, Work from...
-
Financial Advisor/Financial Consultant
1 week ago
Mandaluyong City, National Capital Region, Philippines Prime Summit Full timeThis is a full-time/part-time hybrid role for a Financial Advisor, located in Mandaluyong with some work-from-home flexibility. The Financial Advisor will be responsible for assessing clients' financial needs, offering tailored financial planning and advisory services, and providing guidance on investments and retirement planning. Day-to-day tasks include...
-
High Potential Advisor Engagement Lead
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeAbout the RoleThe Senior Sales Management Specialist will be responsible for actively managing and conducting advisor cohort segmentation and associated development programs, reports, and interventions. This role requires analyzing data to gather insights, which will be shared and discussed with the Zone Sales Management Team. The ideal candidate will...
-
Financial Career Advisor
2 weeks ago
Marikina City, National Capital Region, Philippines John Lemuel M Carino - Insurance Agent Full timeJob SummaryWe are seeking a highly motivated and skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients and helping them make informed decisions about their finances.
-
Financial Advisor
3 weeks ago
Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Full timeMakati, National Capital Region, PhilippinesOrion Summit Life Insurance Agency1 day ago Be among the first 25 applicantsJob Summary: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...
-
Financial Advisor
1 week ago
Mandaluyong City, National Capital Region, Philippines One Golden Stone Life Insurance Agency Full timeCompany DescriptionOne Golden Stone Life Insurance Agency is a Life Insurance General Agency offering FWD products and services. The agency advocates for educating Filipinos on financial management and planning. Comprised of over 250 Licensed Financial Consultants who are Millennials and Gen Zs, the agency focuses on helping individuals achieve financial...