Financial Consultant

4 weeks ago


Manila, Philippines Risewave Consulting Inc. Full time

Function: Bancassurance Sales

As a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You will have a dedicated bank branch assignment and will be reporting to the respective company Area Sales Head.

Key Accountabilities:

Offers 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 Required:

At least Bachelor’s Degree graduate but preferably business course related.
Minimum 1-year solid sales and account management experience in financial services is an advantage. Career shifters are welcome.
Has strong analytical and problem-solving skills as well as internal and external customer focus.
Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
Highly effective oral, written and interpersonal communication, presentation and influencing skills.
Trustworthy, reliable and business savvy.
Can work onsite



  • Manila, Philippines Manulife Philippines Full time

    Company DescriptionManulife Philippines is a financial services partner dedicated to helping people achieve their goals and aspirations. We listen to our customers' needs and provide tailored solutions and services to help them make informed decisions and fulfill their financial goals. We are regulated by the Philippine Insurance Commission and authorized to...


  • Philippines, Manila Manulife Philippines Full time

    Company DescriptionManulife Philippines is a financial services partner dedicated to helping people achieve their goals and aspirations. We listen to our customers' needs and provide tailored solutions and services to help them make informed decisions and fulfill their financial goals. We are regulated by the Philippine Insurance Commission and authorized to...

  • Financial Consultant

    3 weeks ago


    Manila, Philippines Risewave Consulting Inc. Full time

    Function: Bancassurance SalesAs a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated...

  • Financial Consultant

    3 weeks ago


    Manila, Philippines Risewave Consulting Inc. Full time

    Function: Bancassurance Sales As a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain...


  • Metro Manila / NCR, Philippines FWD Life Insurance Corporation Full time

    Job Summary: As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...


  • Manila, Philippines Finastra Full time

    OverviewFinastra: Who are weAt Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We're one of the world's largest FinTech's working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and...

  • Financial Analyst

    2 weeks ago


    Manila, Philippines Wovoka Full time

    Join Wovoka as a Financial Analyst in Manila and contribute to pioneering carbon project development in the Philippines. You will be integral in financial modeling, analyzing the carbon market, identifying strategic partners, and managing financial flows across our projects. This role offers the opportunity to collaborate closely with a dynamic team, engage...


  • Quezon City, Manila, Philippines IBM Solutions Delivery Full time

    IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your...

  • Financial Accountant

    3 weeks ago


    Manila, Philippines Cinchy Full time

    COMPANY PROFILE:CEF Solutions Inc. is a Consulting Services, and Business Process Outsourcing (BPO) company specializing in providing BPO Operations, Operations Management, Process Engineering and Innovation, and Cost Optimization solutions to clients in the Customer Services industry. We service some of the largest multinational companies in the world and...


  • Philippines, Manila Finastra Full time

    OverviewFinastra: Who are weAt Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We're one of the world's largest FinTech's working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and...


  • Metro Manila / NCR, Philippines Neksjob Corporation Full time

    Key Responsibilities: - Strategic Planning: Develop and execute IT strategies aligned with business objectives, identifying opportunities for technological advancements and innovation. - Consultative Advisory: Provide expert consultancy to internal stakeholders on technology trends, emerging IT opportunities, and best practices to enhance business...

  • Financial Analyst

    2 weeks ago


    Philippines, Manila Wovoka Full time

    Join Wovoka as a Financial Analyst in Manila and contribute to pioneering carbon project development in the Philippines. You will be integral in financial modeling, analyzing the carbon market, identifying strategic partners, and managing financial flows across our projects. This role offers the opportunity to collaborate closely with a dynamic team, engage...

  • Financial Accountant

    3 weeks ago


    Philippines, Manila Cinchy Full time

    COMPANY PROFILE:CEF Solutions Inc. is a Consulting Services, and Business Process Outsourcing (BPO) company specializing in providing BPO Operations, Operations Management, Process Engineering and Innovation, and Cost Optimization solutions to clients in the Customer Services industry. We service some of the largest multinational companies in the world and...


  • Metro Manila / NCR, Philippines Neksjob Corporation Full time

    Bilingual Process Transformation Consulting Manager Hybrid Work Set up / TaguigBring your best skills forward to excel in the role: • Strong bilingual proficiency in JLPT N1 or N2 qualified or better • Ability to hold business conversations with Japan Leadership and Japanese Clients • Ability to generate deliverables in Japanese • Strong skillset...


  • Quezon City, Manila, Philippines IBM Solutions Delivery Full time

    IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your...


  • Manila, Philippines BPO-services Full time

    Denials Process Consultant***At least 3 years of experience in Denial Management• 5+ years of experience working with RCM hospitals and operations or clinical professionals• 5+ years of experience analyzing large data sets to identify trends, develop baselines, and track improvement • 5+ years of experience creating presentations demonstrating outcomes...


  • manila, Philippines BPO-services Full time

    Denials Process Consultant ***At least 3 years of experience in Denial Management • 5+ years of experience working with RCM hospitals and operations or clinical professionals • 5+ years of experience analyzing large data sets to identify trends, develop baselines, and track improvement • 5+ years of experience creating presentations demonstrating...


  • Manila, Philippines World Food Programme Full time

    About the jobThe United Nations World Food Programme (WFP) is the world's largest humanitarian organization, saving lives in emergencies and using food assistance to build a pathway to peace, stability, and prosperity for people recovering from conflict, disasters, and the impact of climate change.To learn more about WFP, visit our website: UN World Food...


  • manila, Philippines BPO-services Full time

    Denials Process Consultant ***At least 3 years of experience in Denial Management • 5+ years of experience working with RCM hospitals and operations or clinical professionals • 5+ years of experience analyzing large data sets to identify trends, develop baselines, and track improvement • 5+ years of experience creating presentations demonstrating...


  • Manila, Philippines Green Light Worldwide Full time

    Growing Consulting Organisation.Tier 1 and Tier 2 Client Base.Long Term Development Opportunity.Green Light Worldwide are looking for an accomplished Business Development Manager who has exceptional networking abilities to join our close-knit Global Delivery Office (GDO) based in BGC, Manila. The Business Development Manager will be a strong communicator and...