Financial Consultant
4 days ago
Eastern Summit Life Insurance Agency, Inc.
Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, Incentives
Insurance Health & WellnessAnnual Company Trip
Professional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave
Work-Life BalanceFlexible Hours, Work from Home
Description- As a Financial Consultant, you will be at the forefront of shaping the financial future of our clients. You will build lasting relationships, identify financial needs, and offer tailored investment, retirement, insurance, and wealth-building solutions. Your expertise in financial products and services will allow you to drive sales and exceed performance targets.
- Cultivate and maintain strong relationships with clients through personalized financial planning consultations.
- Understand client needs and provide customized solutions in investments, insurance, retirement planning, and more.
- Develop and execute a strategic sales plan to acquire new clients and expand existing accounts.
- Provide expert guidance on financial strategies to help clients achieve their financial goals.
- Achieve monthly and quarterly sales targets through proactive outreach and lead generation.
- Work collaboratively with internal teams to deliver exceptional service and client satisfaction.
- Proven experience in sales, financial advising, or a related field.
- Strong understanding of financial products, investment strategies, and wealth management.
- Exceptional communication, interpersonal, and presentation skills.
- Ability to build trust and rapport with clients while demonstrating integrity.
- Highly motivated, goal-oriented, and driven to succeed.
- Bachelor's degree in finance, business, or related field preferred.
- Competitive commission structure and performance-based incentives.
- Continuous professional development and growth opportunities.
- Supportive and collaborative work environment.
- Flexibility and autonomy to manage your book of business.
-
Financial Consultant Professional
7 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeCompany OverviewAt Team Giz - Financial Consultants, we are dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each client.
-
Life Insurance Consultant
4 days ago
Makati City, National Capital Region, Philippines JHL Financial Solutions Part timeJHL Financial Solutions is a leading provider of insurance and financial services, seeking a Life Insurance Consultant to join our team.Key ResponsibilitiesAssess client financial needs and recommend life insurance products to meet those needs.Develop and maintain strong relationships with clients, providing ongoing support and guidance.Stay up-to-date with...
-
Financial Service Consultant
3 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full time6 days ago Be among the first 25 applicantsManulife Financial Corporation is a global financial services provider with headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. Through Manulife Investment Management, we serve...
-
Financial Services Consultant
2 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeJob OverviewSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.The ideal candidate will have excellent communication skills, a...
-
Virtual Financial Expert Advisor
7 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeWe are seeking a highly skilled and motivated individual to join our team as a Virtual Financial Consultant.Your primary responsibility will be to provide expert financial advice and guidance to clients via digital platforms.
-
Part-Time Remote Financial Coach
7 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeJob DescriptionKey Responsibilities:Conduct in-depth virtual consultations with clients to understand their financial objectives and develop personalized strategies.Recommend suitable financial products and services to help clients achieve their goals.Educate clients on various financial planning strategies, including risk management, wealth accumulation,...
-
Financial Services Consultant
4 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeJob DescriptionPru Life UK - Team Rhod is seeking a skilled Financial Services Consultant to join our team.This is a hybrid role that offers flexibility and the opportunity to work from home.We are looking for someone with at least a 4-year course background, who is proficient in using the internet and has excellent communication skills.
-
Financial Compliance Consultant
12 hours ago
Makati City, National Capital Region, Philippines Neksjob Full timeNeksjob seeks a skilled Financial Compliance Consultant to join our team. In this role, you will be responsible for ensuring that our clients' financial processes are compliant with all relevant laws and regulations.Key responsibilities include:Leading and executing finance transformation initiatives focused on direct tax compliance, reporting, and...
-
Financial Consultant
3 days ago
Makati City, National Capital Region, Philippines GROW Vite Staffing Services Inc. Full timeJob Overview:GROW Vite Staffing Services Inc.We are seeking a highly skilled Financial Consultant to join our team. As a key member of our organization, you will play a critical role in providing user support and collaborating with stakeholders to identify and solve data quality issues.Key Responsibilities:Provide technical assistance to troubleshoot...
-
Financial Reporting Specialist
2 days ago
Mandaluyong City, National Capital Region, Philippines Uni-sogood Marketing Consultant Philippines Corp. Full timeJob DescriptionWe are seeking a highly skilled Financial Reporting Specialist to join our team at Uni-sogood Marketing Consultant Philippines Corp. In this role, you will be responsible for ensuring the accuracy and completeness of financial reports.ResponsibilitiesPerform day-to-day accounting activities, including accounts payable/receivable.Assist with...
-
Financial Consultant
5 days ago
Makati City, National Capital Region, Philippines Global One Life Insurance Agency Part timeAs a Financial Consultant with Global One Life Insurance Agency, you will have the opportunity to earn a high income while working from home. This part-time role is perfect for those looking for flexibility and unlimited earning potential.The job involves attending online trainings, working on sales projects, and enjoying international travels. You will be...
-
Financial Systems Consultant
3 days ago
Makati City, National Capital Region, Philippines Smart Communications, Inc. Full timeKey ResponsibilitiesThe Senior Financial Systems Consultant will have the following key responsibilities:Create/Review conceptual and logical business solution design for BAU and Replicating business requirements based on adoption of best practices and standards.Support development, testing, and documentation of business requirements.Conduct process review...
-
Licensed Financial Consultant
3 days ago
Makati City, National Capital Region, Philippines PRU LIFE – Team Zyrine Full timeHybrid - Makati No Exp Required Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Incentives, Quarterly GiftsInsurance Health & WellnessOthersOffice Parties, Annual Company Trip, Retirement PlanProfessional DevelopmentBirthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation LeaveWork-Life...
-
Financial Planning Consultant
3 days ago
Makati City, National Capital Region, Philippines FWD Insurance Full timeBe among the first 25 applicantsDirect message the job poster from FWD InsuranceResponsibilities:Offering of FWD's Traditional and Variable products to clients of the partnered bank.Responsible for overall delivery of sales performance and acquisition of new business.Retention of quality business for the assigned branch and area.Skills & Experience...
-
Senior SAP Financial Consultant
2 days ago
Makati City, National Capital Region, Philippines FasttrackSolutions Full timeAt FasttrackSolutions, we're seeking a highly skilled SAP Financial Consultant to join our team. As an expert in SAP FICO, you will be responsible for implementing and configuring financial and controlling modules for our clients.Key Responsibilities:Conduct business process analysis and engineering from implementation to project preparation.Craft innovative...
-
Insurance Consultant Professional
3 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeAre you passionate about helping others achieve their financial goals? Do you have a keen eye for detail and excellent communication skills? If so, we want to hear from you!We are seeking a highly motivated and experienced Financial Service Consultant to join our team at Manulife Philippines. In this role, you will be responsible for providing financial...
-
Junior Financial Consultant
4 days ago
Mandaluyong City, National Capital Region, Philippines Polytechnic University of the Philippines Full time**About the Role**We are seeking a Junior Financial Consultant to join our team. As a key member of our finance department, you will be responsible for analyzing financial data to identify trends and insights that drive business decisions.You will work closely with our accounting and finance teams to ensure accurate and timely financial reporting. You will...
-
Financial Analyst
3 days ago
Makati City, National Capital Region, Philippines Acumen Strategy Consultants Full timeWhat You'll DoAs a Financial Analyst at Acumen, you will play a crucial role in supporting our consulting projects by providing financial analysis, insights, and recommendations to guide strategic decision-making. You will work closely with project teams, clients, and internal stakeholders to ensure the financial integrity of projects and contribute to the...
-
Financial Strategist
3 days ago
Makati City, National Capital Region, Philippines Acumen Strategy Consultants Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at Acumen Strategy Consultants.This is an exciting opportunity to play a crucial role in supporting our consulting projects by providing financial analysis, insights, and recommendations to guide strategic decision-making.
-
Financial Process Consultant
5 days ago
Makati City, National Capital Region, Philippines ABSI Full timeFinance Systems Consultant - SAP ExpertWe are seeking a highly skilled Finance Systems Consultant - SAP Expert to join our team at ABSI. In this critical role, you will be responsible for configuring and maintaining SAP Finance modules to align with company requirements and developing comprehensive testing plans for SAP Finance upgrades and new...