Financial Advisor

2 weeks ago


Makati City, National Capital Region, Philippines Allianz PNB Life Full time

Hybrid - Makati 1-3 Yrs Exp Diploma Full-time

Job DescriptionDescription

Company Description
Allianz 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 premium income. With 11 business centers nationwide and an exclusive distribution partnership with the Philippine National Bank (PNB), we serve a broad base of Filipinos through over 600 branches nationwide.

Role Description

This is a full-time on-site Financial Advisor role located in Cebu. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Qualifications
  • Financial Planning and Finance skills
  • Retirement Planning and Investments expertise
  • Financial Advisory knowledge
  • Certification or licensure in financial planning or related field
  • Strong analytical and numerical skills
  • Excellent interpersonal and communication skills
Working Location

6754 Ayala Ave, Makati, National Capital Region, PH

#J-18808-Ljbffr

  • Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    Financial 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

    2 weeks ago


    Makati City, National Capital Region, Philippines PruLife UK - Team Arnel Full time

    Financial AdvisorPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionFinancial Advisor - PRU LIFE UK 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...


  • Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    OverviewThe Advisor Hub is expanding its team of skilled financial professionals. As a Financial Consultant, you will play a vital role in helping clients achieve their short and long-term financial goals.


  • Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full time

    Key Responsibilities:">- Lead, mentor, and motivate a team of financial advisors to achieve and exceed sales targets.- Continue to meet with clients, assess their financial goals, and offer tailored advice on life insurance, investments, retirement planning, and other financial products.- Set sales targets for your team, track performance, and provide...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

    Hybrid - 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...


  • Makati City, National Capital Region, Philippines E.D. Paras Insurance Services Full time

    Hybrid - 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

    24 hours ago


    Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Full time

    Makati, 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

    9 hours ago


    Quezon City, National Capital Region, Philippines Manulife Philippines Full time

    UNIT HEAD Associate in Manulife PhilippinesCompany DescriptionRole DescriptionThis is a part-time hybrid role for a Financial Advisor at Manulife Philippines. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. The role is located in Quezon City but allows for some...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines Manulife Philippines Full time

    Manulife Financial Corporation is a leading international financial services provider, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. With our global headquarters in Toronto, Canada, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2023, we had more than...

  • Financial Advisor

    1 week ago


    Makati City, National Capital Region, Philippines AIA Philippines Full time

    AIA Philippines (formerly Philam Life) is part of the largest independent publicly listed pan-Asian life insurance group - AIA. Located in Makati, we are committed to helping our customers face life's challenges and opportunities with the right solutions and plans. Our mission is to protect every Filipino family and empower them to live healthier, longer,...


  • Makati City, National Capital Region, Philippines LeadAdvisors Full time

    Join Our Team as a Financial Services AdvisorWe are seeking experienced sales professionals to join our team for a US-based campaign. As a Financial Services Advisor, you will be responsible for driving revenue by selling our financial services and loan products to potential clients.Key Responsibilities:Outbound Sales: Initiate calls to potential clients who...

  • Financial Advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines PruLife UK - Team Celyn Part time

    Hybrid - Makati Fresh Graduate/Student Bachelor Part-timeJob DescriptionDescriptionClient Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct financial needs analysis to understand clients' goals and risk tolerance.Provide ongoing support and updates to clients as their financial situations evolve.Financial...


  • Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full time

    Pru Life UK - ORSLIAHybrid - Makati Fresh Graduate/Student Bachelor Full-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...

  • Senior Financial Advisor

    7 minutes ago


    Makati City, National Capital Region, Philippines Macquarie Group Full time

    Our TeamWe are a dynamic team of professionals who are passionate about delivering exceptional results. We believe in empowering our people to shape the future through innovative thinking and collaboration.Job DescriptionWe are seeking a skilled Senior Financial Advisor to join our team. The successful candidate will be responsible for performing financial,...

  • Financial Advisor

    24 hours ago


    Quezon City, National Capital Region, Philippines Prulife UK - Northern Summit Life Insurance Agency Full time

    We're looking for a Financial Advisor to join our team. In this role, you'll help clients plan their finances, make smart investments, and achieve their financial goals. You don't need to leave your current job to start this exciting new opportunity.Key Responsibilities:Meet with Clients: Talk to clients to understand their financial needs and goals.Create...

  • Financial Advisor

    4 days ago


    Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

    PruLife UK- Team Christine is seeking a Financial Advisor - Client Relations to join our team. In this role, you will be responsible for building and maintaining relationships with individual and corporate clients, conducting financial needs analysis, and developing customized financial plans. You will also be responsible for providing ongoing support and...

  • Financial Advisor

    2 weeks ago


    Mandaluyong City, National Capital Region, Philippines Axis Life Insurance Agency Inc. - PRU LIFE UK Full time

    Axis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...


  • Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    Company OverviewThe Advisor Hub is a leading provider of financial advisory services. Our team of experts helps individuals and businesses navigate complex financial decisions.BenefitsCompetitive salary and benefits package.Opportunities for professional growth and development.A supportive and dynamic work environment.


  • Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    Why Join Us?At The Advisor Hub, we are dedicated to delivering exceptional service and expertise to our clients. As a Financial Consultant, you will have the opportunity to make a meaningful impact in people's lives and build a rewarding career.Job FunctionFinance and Sales


  • Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part time

    6 days ago Be among the first 25 applicantsDirect message the job poster from Wolf Summit Life Insurance AgencyJunior Unit Manager | Premiere Licensed Financial Advisor | CIA | Actively hiring part-timers/full-timer goal diggersCompany DescriptionWolf Summit Life Insurance Agency aims to spread financial literacy and build trust with clients through...