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Financial Advisor at Pru Life UK
1 week ago
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
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Financial Advisor at Pru Life UK
2 days ago
Makati City, Philippines Jobscloud Full timeA Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...
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Bancassurance Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines BDO Life Assurance Full timeOpportunity Expired BDO Life offers highly qualified Financial Advisors with an opportunity to achieve their personal and professional aspirations. Build a rewarding career with BDO LifeOur Financial Advisors work in partnership with BDO in securing the financial well-being of Filipino families. They carry out a noble purpose of helping BDO clients by...
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Financial Advisor
2 months ago
Sorsogon City, Philippines Sun Life Philippines Full timeAs a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present. You are expected to do the following activites:• Provide financial advice to clients in their short or long term financial goals.• Respond to prospective customer queries about financial planning • Explain the different products of the company to...
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Financial Advisor
2 weeks ago
Davao City, Davao, Philippines Sun Life Philippines Full timeAs a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present.You are expected to do the following activites: Provide financial advice to clients in their short or long term financial goals. Respond to prospective customer queries about financial planning Explain the different products of the company to clients...
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Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Holy Trinity University Full timeAs a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect...
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Financial Advisor
2 months ago
Quezon City, Philippines Leap Financials Full time1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...
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Financial Advisor
4 weeks ago
Quezon City, Philippines Leap Financials Full time1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...
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Financial Advisor
2 weeks ago
Quezon City, National Capital Region, Philippines Leap Financials Full time1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more.SETTING APPOINTMENT – Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.BUILDING RAPPORT –...
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Financial Advisor
2 months ago
Quezon City, Philippines Leap Financials Full time1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...
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Financial Advisor
4 weeks ago
Quezon City, Philippines Leap Financials Full time1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...
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Financial Advisor
2 weeks ago
lucna city, Philippines InLife Full timeA Financial Advisor, or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize...
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Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Jocsoncollege Full timeCandidate must possess at least a Bachelor's/College Degree on any course.Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.Required skill(s): Strong interpersonal and communication skills, Ability to build rapport and trust with clients, Analytical and problem-solving skills, Sales and negotiation...
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Trainer – Brighter PRO
2 weeks ago
Cebu City, Central Visayas, Philippines Sun Life Financial Full timeTrainer – Brighter PRO (VisMin) page is loaded Trainer – Brighter PRO (VisMin) Apply locations Cebu City, Cebu time type Full time posted on Posted 16 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Home-based Financial Advisor
3 months ago
makati City, Philippines Imperium Blaze Life Insurance Agency Full timeProvide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...
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Home-based Financial Advisor
4 weeks ago
makati City, Philippines Imperium Blaze Life Insurance Agency Full timeProvide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...
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UK Accountant
2 weeks ago
Quezon City, Philippines Drake International Philippines Full timeDrake’s top client – a BPO that serves Australian, UK and US accounting firms is hiring for a UK Accountant to be part of their collaborative team in Quezon City. Summary: As an Accountant, you will be responsible for handling financial transactions, preparing financial reports, and maintaining accurate records. You will have the opportunity to work...
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UK Accountant
2 weeks ago
Quezon City, Philippines Drake International Philippines Full timeDrake’s top client – a BPO that serves Australian, UK and US accounting firms is hiring for a UK Accountant to be part of their collaborative team in Quezon City. Summary:As an Accountant, you will be responsible for handling financial transactions, preparing financial reports, and maintaining accurate records. You will have the opportunity to work with...
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Regional Sales Manager
2 weeks ago
Makati City, National Capital Region, Philippines Sun Life Financial Full timeRegional Sales Manager - Territory 3, Cluster 3B page is loaded Regional Sales Manager - Territory 3, Cluster 3B Apply locations Makati City, National Capital Region (Manila) time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and...
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Home-based Financial Advisor
3 months ago
makati City, Philippines Imperium Blaze Life Insurance Agency Full timeProvide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...
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Home-based Financial Advisor
4 weeks ago
makati City, Philippines Imperium Blaze Life Insurance Agency Full timeProvide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants. Minimum...