Financial Services Representative

4 days ago


Makati, Philippines LeadAdvisors Full time
We are seeking a highly motivated and experienced Financial Services Representative to join our team in U.S.  Its a leading financial institution dedicated in providing excellent financial services to our customers.

A Financial Services Representative plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and financial goal.

Responsibilities:
  •  Handle inbound inquiries from U.S. consumers about personal financing.
  • Efficiently complete quick personal finance application forms

Requirements: 
  • Strong understanding of the U.S. financial industry, especially related to consumer finance.
  • Knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Familiarity with basic standards and practices of financing in the U.S.
  • Minimum of 4 years of experience in U.S. or Australian campaigns, preferably in credit card, or personal finance.
  • Proficient computer skills and familiarity with relevant software.

Desired Skills:
  • Excellent communication skills.
  • Attention to detail.
  • Ability to handle queries professionally and maintain a customer-centric approach.

Benefits:
  • Competitive salary package + commission
  • Commissions: tier structure 25k to 100k month
  • Anniversary and 13th month bonus available after probationary period
  • Required to have own computer


About LeadAdvisors:

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients. In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.



  • Makati, Philippines JK Network Services Full time

    Customer Service Representative | Php 30,000 gross + Benefits • Free Training • This is a Direct Hiring Position: Customer Service Representative Industry: IT/BPO Company Salary: Php 23,000-30,000 Location: Makati City Schedule: Shifting | Week Ends Off (8 Hrs.) Work Set-up: Onsite Employment Status: Full time / Regular Schedule Benefits:...


  • Makati, Philippines JK Network Services Full time

    Customer Service Representative | Php 30,000 gross + Benefits • Free Training • This is a Direct Hiring Position: Customer Service Representative Industry: IT/BPO Company Salary: Php 23,000-30,000 Location: Makati City Schedule: Shifting | Week Ends Off (8 Hrs.) Work Set-up: Onsite Employment Status: Full time / Regular Schedule Benefits:...


  • Makati, Philippines Neksjob Full time

    We are Hiring! Customer Service Representative Rockwell Site!! Open Account: Financial Account - Work on site - At least HS Grad (old curriculum / SHS Grad - Min 6 months CCE - Must have Original copy of NBI Clearance - AM Score b2 and up APPLY NOW!! Interested applicant may submit their updated resume to charllot@neksjob.com


  • Makati, Philippines Team Giz - Financial Consultants Full time

    We are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants. In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals. You will engage with clients virtually, leveraging digital platforms to build strong relationships and deliver...


  • Makati, Philippines Team Giz - Financial Consultants Full time

    We are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants. In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals. You will engage with clients virtually, leveraging digital platforms to build strong relationships and deliver...


  • Makati, Philippines Team Giz - Financial Consultants Full time

    We are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants. In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals. You will engage with clients virtually, leveraging digital platforms to build strong relationships and deliver...


  • Makati, Philippines Neksjob Full time

    We are Hiring! Customer Service Representative Rockwell Site!! Open Account: Financial Account - Work on site - At least HS Grad (old curriculum / SHS Grad - Min 6 months CCE - Must have Original copy of NBI Clearance - AM Score b2 and up APPLY NOW!! Interested applicant may submit their updated resume to


  • Makati, Philippines JK Network Services Full time

    Customer Service Representative | Php 30,000 gross + Benefits•Free Training •This is a Direct HiringPosition: Customer Service RepresentativeIndustry: IT/BPO CompanySalary: Php 23,000-30,000Location: Makati CitySchedule: Shifting | Week Ends Off (8 Hrs.)Work Set-up: Onsite Employment Status: Full time / Regular ScheduleBenefits: •Government mandated...


  • Makati, Philippines Nityo Infotech Services Philippines Full time

    JOB HIRING: Customer Service Representative- 28 HC -LOCATION and SETUP: Makati / Onsite reporting -SCHEDULE: Shifting schedule -SALARY: 25,000 + Incentives (Max of 4k) -Direct hire for 1-year fixed term QUALIFICATIONS: — Must have completed 2 years in college or a 2 year Associate Course — Must have 1 to 2 years customer service experience — With...


  • Makati, Philippines Nityo Infotech Services Philippines Full time

    JOB HIRING: Customer Service Representative- 28 HC-LOCATION and SETUP: Makati / Onsite reporting-SCHEDULE: Shifting schedule -SALARY: 25,000 + Incentives (Max of 4k)-Direct hire for 1-year fixed term QUALIFICATIONS:— Must have completed 2 years in college or a 2 year Associate Course— Must have 1 to 2 years customer service experience— With excellent...


  • Makati, Philippines Neksjob Corporation Full time

    NOW HIRING: Customer Service Representatives Are you passionate about helping customers and delivering top-notch service? Join our dynamic team and grow your career with exciting opportunities across different accounts! We’re looking for Customer Service Representatives for multiple accounts with specific requirements. Financial Account Start Date: Jan....


  • Makati, Philippines Nityo Infotech Services Philippines Full time

    JOB HIRING: Customer Service Representative- 28 HC -LOCATION and SETUP: Makati / Onsite reporting -SCHEDULE: Shifting schedule -SALARY: 25,000 + Incentives (Max of 4k) -Direct hire for 1-year fixed term QUALIFICATIONS: — Must have completed 2 years in college or a 2 year Associate Course — Must have 1 to 2 years customer service experience — With...


  • Makati City, National Capital Region, Philippines J-K Network Services Full time

    Overview of Insurance Services">This insurance company provides comprehensive insurance services to its clients. The company has been in operation for 27 years and has established itself as a reliable provider of insurance solutions.">Job Responsibilities">The Insurance Agent will be responsible for assessing clients' financial situations, current coverage,...


  • Makati, Philippines Neksjob Corporation Full time

    NOW HIRING: Customer Service Representatives Are you passionate about helping customers and delivering top-notch service? Join our dynamic team and grow your career with exciting opportunities across different accounts! We’re looking for Customer Service Representatives for multiple accounts with specific requirements. Financial Account Start Date: Jan....


  • Makati City, National Capital Region, Philippines Nityo Infotech Services Philippines Full time

    Job Title: Customer Service RepresentativeWe are seeking a skilled professional to fill the position of Customer Service Representative. As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and providing top-notch support through various communication channels.In this role, you will work closely with our...


  • Makati City, National Capital Region, Philippines J-K Network Services Full time

    We are seeking a skilled and detail-oriented Insurance Specialist to join our team at J-K Network Services. As an insurance specialist, you will play a critical role in helping our clients achieve their financial goals by providing them with tailored insurance solutions.Job OverviewIn this role, you will be responsible for conducting meetings with clients to...


  • Makati, Philippines Valeros Business Company Full time

    This is a full-time on-site role for a Customer Service Representative at STACKph in Manila. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and ensuring customer satisfaction on a daily basis.QualificationsAt least 3months call center experienceOpen For SHS And College Graduate Excellent...


  • MAKATI, Philippines Valeros Business Company Full time

    This is a full-time on-site role for a Customer Service Representative at STACKph in Manila. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and ensuring customer satisfaction on a daily basis. Qualifications At least 3months call center experience Open For SHS And College Graduate...


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

    About Neksjob Philippines">We are a dynamic and exciting environment where you can take the next step in your career as a Customer Service Representative.">Key Responsibilities:">">Attract and assist potential customers by addressing product and service inquiries.">Provide information about additional products and services.">Open customer accounts and record...


  • MAKATI, Philippines Valeros Business Company Full time

    This is a full-time on-site role for a Customer Service Representative at STACKph in Manila. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and ensuring customer satisfaction on a daily basis. Qualifications At least 3months call center experience Open For SHS And College Graduate...