Financial Advisor

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Position Overview: A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer relationships through after-sales servicingPROFESSIONAL DEVELOPMENT: *Complete all...

About Our TeamAt Investing Right, we pride ourselves on being a dynamic and supportive team. Our professionals are passionate about helping individuals achieve their financial goals and live a better life.Job DescriptionWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert advice on...

JOB DESCRIPTION: *Daily Sales Activities *Daily Prospecting and Approaching *Schedule Client Meetings via online or face-to-face *Conduct Financial Needs Analysis and recommend customized solutions *Completion of requirements for client's insurance applications *Strengthen customer relationships through after-sales servicing PROFESSIONAL DEVELOPMENT: ...

JOB DESCRIPTION: *Daily Sales Activities *Daily Prospecting and Approaching *Schedule Client Meetings via online or face-to-face *Conduct Financial Needs Analysis and recommend customized solutions *Completion of requirements for client's insurance applications *Strengthen customer relationships through after-sales servicing PROFESSIONAL...

Job Description: -Identify and pursue potential clients to maintain a strong client base -Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools -Maintain compliance with all rules and regulations in the financial industry -This job is commission-based, hence a high potential income Basic...

Job Description:-Identify and pursue potential clients to maintain a strong client base-Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools-Maintain compliance with all rules and regulations in the financial industry-This job is commission-based, hence a high potential incomeBasic...

Job Description: -Identify and pursue potential clients to maintain a strong client base -Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools -Maintain compliance with all rules and regulations in the financial industry -This job is commission-based, hence a high potential income Basic...

About Investing RightAt Investing Right, we strive to provide our clients with personalized financial planning and guidance. Our team of professionals is dedicated to helping individuals achieve their short- and long-term goals.Job OverviewWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for...

- Provide 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 needs and requirements.- Evaluate client's financial level of risk and provide solution.- Open to FULL TIME & PART TIME applicants- FRESH GRADUATES are welcomeAGENCY INITIAL...

About UsInvesting Right is a leading provider of financial services, committed to delivering exceptional results for our clients. Our team of experts works tirelessly to help individuals achieve their financial goals.Role SummaryWe are seeking an experienced Financial Advisor to join our team. In this role, you will be responsible for providing financial...

- Provide 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 needs and requirements. - Evaluate client's financial level of risk and provide solution. - Open to FULL TIME & PART TIME applicants - FRESH GRADUATES are welcome AGENCY INITIAL...

- Provide 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 needs and requirements. - Evaluate client's financial level of risk and provide solution. - Open to FULL TIME & PART TIME applicants - FRESH GRADUATES are welcome AGENCY INITIAL...

⭕Minimum Qualifications: - 21-45 years old, bachelor’s degree or 2nd year college/vocational level in any course - sales experience is a plus but not required - preferably residing within or near Metro Manila - willing to attend online trainings - willing to take the licensing examination of the Insurance Commission (venue held...

⭕Minimum Qualifications: - 21-45 years old, bachelor’s degree or 2nd year college/vocational level in any course - sales experience is a plus but not required - preferably residing within or near Metro Manila - willing to attend online trainings - willing to take the licensing examination of the Insurance Commission (venue held...

⭕Minimum Qualifications:- 21-45 years old, bachelor’s degree or 2nd year college/vocational level in any course- sales experience is a plus but not required- preferably residing within or near Metro Manila- willing to attend online trainings- willing to take the licensing examination of the Insurance Commission (venue held nationwide)⭕Benefits:-...

Company OverviewWe are Black Orcas Summit Life Insurance Agency, a forward-thinking organization dedicated to providing exceptional service and support to our clients.Salary DetailsThis role is commission-based, ensuring that your hard work directly impacts your earnings. You'll receive weekly payments, allowing you to track your progress and plan...

Job Posting: BookkeeperShift: AU Business HoursPosition Type: Full-time - RemoteKey Responsibilities:• Manage Xero: bank feeds, reconciliations, BAS/IAS, and financial reports.• Handle Accounts Payable & Receivable: payments, invoicing, and schedules.• Oversee Payroll: onboarding, processing, reporting, and compliance.• Prepare financial reports,...

Job Posting: Bookkeeper Shift: AU Business Hours Position Type: Full-time - Remote Key Responsibilities: • Manage Xero: bank feeds, reconciliations, BAS/IAS, and financial reports. • Handle Accounts Payable & Receivable: payments, invoicing, and schedules. • Oversee Payroll: onboarding, processing, reporting, and compliance. • Prepare financial...