Financial Advisor
5 days ago
2 days ago Be among the first 25 applicants
Direct message the job poster from Insular Life Assurance Co., Ltd.
Territory 3-Visayas 1, Regional Head at Insular Life Assurance Co., Ltd.Company Description
Insular Life (InLife) is the first and largest Filipino life insurance company, with 113 years of uninterrupted service. It remains the only mutual company in the Philippines, dedicated to helping Filipinos prepare for the future and live #ALifetimeForGood.
Role Description
This is a full-time hybrid role for a Financial Advisor at Insular Life Assurance Co., Ltd. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. This role is based in Cebu with the flexibility for some work from home.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning and Investments knowledge
- Experience in providing Financial Advisory services
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Economics, or related field
- Preferably in Cebu or Bohol
Entry level
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
#J-18808-Ljbffr-
Financial Advisor
5 days ago
Cebu City, Central Visayas, Philippines Manulife Philippines Full time4 days ago Be among the first 25 applicantsUnit Head Associate at Manulife PhilippinesCompany DescriptionManulife Financial Corporation is a leading international financial services provider with a mission to make decisions easier and lives better. Headquartered in Toronto, Canada, Manulife operates across Canada, Asia, and Europe, offering investments,...
-
Financial Advisor Opportunity
5 days ago
Cebu City, Central Visayas, Philippines AIA Philippines Full timeCompany OverviewAIA Philippines is a leading insurance company that offers innovative products and services to meet the changing needs of its customers. As an AIA Next Gen Financial Advisor, you will have the opportunity to work with a dynamic team and contribute to the company's mission of helping people live healthier, longer, and better lives.
-
Personal Finance Advisor
5 days ago
Cebu City, Central Visayas, Philippines CC2 - Micro Lending Lahug Full timeJoin Our Team as a Personal Finance Advisor! About the Position: As a Personal Finance Advisor, you will work closely with clients to understand their financial needs and provide personalized solutions. This role requires a willingness to learn and adapt to a fast-paced environment, as well as attention to detail and the ability to manage multiple tasks...
-
Client Financial Wellness Advisor
5 days ago
Cebu City, Central Visayas, Philippines Hawk's Vanguard - Manulife Full timeHawk's Vanguard - ManulifeWe seek a skilled Prime Financial Advisor to join our team. This role involves providing expert life insurance solutions to clients, collaborating with sales and service teams, and driving business growth.Main Responsibilities:Develop and implement customized insurance products addressing client needs.Maintain strong client...
-
Prime Financial Advisor
5 days ago
Cebu City, Central Visayas, Philippines Hawk's Vanguard - Manulife Full timeThe OpportunityAs a Prime Financial Advisor, you'll play a vital role in providing life insurance solutions to clients. You'll collaborate with sales and service teams, making this a great fit for someone with an independent mindset and a drive to succeed.ResponsibilitiesWork closely with branch sales and service teams to provide innovative product solutions...
-
AIA Next Gen Financial Advisor
1 week ago
Cebu City, Central Visayas, Philippines AIA Philippines Full timeAre you looking for a career that opens up endless possibilities? BE PART OF OUR AIA NEXT GEN ADVISORSQualify for a MONTHLY FINANCING PAYOUT on top of your commissions.As an AIA NEXT GEN ADVISOR, this allows you to work on flexitime with a simplified structured work week. Your skills are also developed through world-class training, which rewards you with...
-
Financial Services Coordinator
5 days ago
Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full timeAbout the RoleThis is a unique opportunity to join a leading life insurance company as a Financial Advisor.As a Financial Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.You will also be responsible for managing client relationships and identifying new business opportunities.
-
Financial Advisor
1 week ago
Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full timeNO.1 INSURANCE COMPANY Cebu, Central Visayas, Philippines2 days ago Be among the first 25 applicantsThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of...
-
Financial Operations Director
4 days ago
Cebu City, Central Visayas, Philippines Cobden & Carter International Full timeCompany OverviewCobden & Carter International is a leading digital transformation partner in Cebu, seeking a dynamic leader to oversee its financial operations.Job SummaryThe Finance and Accounting Manager will lead daily financial operations, ensuring timely and accurate results. Key responsibilities include overseeing financial performance, preparing...
-
Regional Financial Services Specialist
5 days ago
Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full timeWe are seeking an experienced Financial Advisor to join our team in Cebu.In this role, you will be responsible for developing and implementing financial plans for clients, as well as providing advice on investment opportunities.You will also be responsible for building and maintaining relationships with existing clients and identifying new business...
-
Strategic Financial Advisor
6 days ago
Angeles City, Central Luzon, Philippines MCI Full timePosition Overview:We are seeking a highly motivated and experienced Strategic Financial Advisor to join our team as a Senior Financial Analyst. The successful candidate will be responsible for providing financial analysis, insights, and recommendations to support strategic decision-making and financial planning within the organization.The ideal candidate...
-
Insurance Advisor
5 days ago
Iloilo City, Western Visayas, Philippines Sun Life Philippines Full timeCompany DescriptionSun Life Philippines is a leading global financial services company offering insurance, retirement, and investment products. In the Philippines, Sun Life provides a diverse range of solutions including financial planning, life insurance, investment products, and health-focused offerings. With a focus on client servicing and innovation, Sun...
-
Insurance Territory Manager
5 days ago
Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full timeJob SummaryThis is a full-time hybrid role for a Financial Advisor at Insular Life Assurance Co., Ltd.The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments.
-
Senior Financial Executive Opportunity
4 days ago
Cebu City, Central Visayas, Philippines Cobden & Carter International Full timeJob DetailsCobden & Carter International seeks a skilled Finance and Accounting Manager to join its team.Key ResponsibilitiesFinancial Management: Oversee daily financial operations, ensuring compliance with financial regulations (PEZA, SEC, BIR) and providing strategic insights to support business decisions.Reporting and Analysis: Prepare accurate and...
-
Business Development Professional
5 days ago
Cebu City, Central Visayas, Philippines Manulife Philippines Full timeManulife Financial Corporation is a leading international financial services provider with a mission to make decisions easier and lives better.About the RoleThis is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including life insurance, retirement...
-
Career Advancement Professional
5 days ago
Cebu City, Central Visayas, Philippines AIA Philippines Full timeJob DescriptionAs an AIA Next Gen Financial Advisor, you will be responsible for providing financial wellness education to clients, understanding their financial security needs, and creating suitable solutions based on their requirements. You will also be expected to work on flexitime with a simplified structured work week, receive world-class training, and...
-
Credit Analyst and Advisor
5 days ago
Iloilo City, Western Visayas, Philippines PEN BANK Full timePEN BANK is seeking a Credit Analyst and Advisor to join our team. As a key contributor, you will play a crucial role in evaluating loan applications, analyzing financial data, and making recommendations on loan products.Main Responsibilities:Analyze credit reports and financial data to assess the creditworthiness of applicants.Develop and implement...
-
Local Business Advisor
4 hours ago
Tarlac City, Central Luzon, Philippines NeksJob Full timeAbout the RoleNeksJob seeks a skilled Local Business Advisor to join our team and provide expert financial guidance to local businesses. The ideal candidate will possess a deep understanding of financial principles, local market dynamics, and excellent interpersonal skills.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial...
-
Corporate Financial Advisor
6 days ago
Cebu City, Central Visayas, Philippines Taft Property Venture Development Corp. Full timeBenefitsA supportive and rewarding work environmentA dynamic and growing organisation with opportunities for professional growthA collaborative and inclusive culture, where your contributions will be valuedA competitive salary package and comprehensive benefits package
-
Strategic Financial Solutions Specialist
5 days ago
Cebu City, Central Visayas, Philippines Hawk's Vanguard - Manulife Full timeHawk's Vanguard - ManulifeThe OpportunityAs a Prime Financial Advisor, you'll play a vital role in providing innovative life insurance solutions to clients. You'll collaborate closely with sales and service teams, making this a great fit for someone with an independent mindset and a drive to succeed.Responsibilities:Work closely with branch sales and service...