Investment and Insurance Advisor

Pru Life UK - Team Rhod is seeking an experienced Insurance and Investment Advisor to join their team.About the CompanyWe are a leading provider of life insurance and investment products, dedicated to helping individuals achieve their financial goals.Key Responsibilities:Assess clients' financial needs and develop tailored insurance and investment...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Lazurite Gold Life Insurance AgencyAssistant Unit Manager - Lazurite Gold Life Insurance AgencyCompany DescriptionMembers are at work-from-home setup, working efficiently through the use of internet connection and working device (Laptop/Tablet/Mobile Phone).Role...

Sales FocusAs a Financial Advisor with Wolf Summit Life Insurance Agency, you will be responsible for promoting and selling our range of life insurance, health protection, and investment-linked plans to clients. Your primary objective will be to identify client financial goals and provide customized solutions to meet their needs.To succeed in this role, you...

Job Overview:We are Wolf Summit Life Insurance Agency - Pru Life UK, a leading provider of life insurance, health protection, and investment-linked plans. Our mission is to empower individuals to achieve financial stability and security through our comprehensive range of products and services.About the Position:This part-time position offers a unique...

Job OverviewWe are seeking a highly motivated and organized Insurance Advisor to join our team at Investing Right Insurance Agency.Key ResponsibilitiesMeet with clients face-to-face or online for consultations on financial planning and investment strategiesDevelop and strategize financial plans to help clients achieve their goalsEvaluate and recommend...

Job Title: Financial Advisor">Company: Pru Life UK - LSLIA">Job Summary:">We are seeking a Financial Advisor who will be responsible for providing financial advice and educating people about insurance, savings, and investment.">Main Responsibilities:">Assess the financial situation of clients and develop financial solutions.Present financial solutions to...

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Orion Summit Life Insurance Agency Inc.This part-time role offers an exciting opportunity to work with clients and help them achieve their financial goals.Key Responsibilities:Meet with clients to understand their financial goals, needs, and risk tolerance.Develop...

We require an experienced Investment Advisor to assist our clients in achieving their financial objectives.About the PositionThe successful candidate will be responsible for analyzing clients' financial situations and providing expert advice on investment strategies. This role requires a deep understanding of financial markets and a passion for helping...

We are looking for an experienced Investment Advisor Specialist to join our team. In this role, you will be responsible for providing expert investment advice and guidance to clients.Key Responsibilities:Investment Analysis: Conduct thorough analysis of investment options to determine the best course of action for clients.Investment Recommendations: Provide...

Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans, and provide expert advice on risk management and...

Insurance Team Lead RoleWe are seeking an experienced Insurance Team Lead to join our team at Double Dragon Life Insurance Agency. As an Insurance Team Lead, you will be responsible for managing a team of financial advisors, providing guidance, and supporting them to achieve sales targets and deliver exceptional client service.About the Role:This role...

Life Insurance Executive Job DescriptionWe are looking for a skilled Life Insurance Executive to lead our team of financial advisors at Double Dragon Life Insurance Agency. This role requires strong leadership skills, excellent communication abilities, and a passion for helping clients achieve financial security.Company Overview:At Double Dragon Life...

**Job Overview:**Lazurite Gold Life Insurance Agency is seeking a part-time Insurance Financial Advisor to join their team. This role involves offering financial planning, advising clients on retirement planning, managing insurance portfolios, and providing investment advice.**Key Responsibilities:**Assess client financial needs and develop customized...

Welcome to Orion Summit Life Insurance Agency! We are currently seeking a talented and motivated individual to join our team as a Financial Advisor. In this role, you will have the opportunity to work closely with clients, provide expert financial advice, and build lasting relationships.Your Key Responsibilities:Financial Advisory Services: Offer clients...

Company DescriptionOne Golden Stone Life Insurance Agency is a Life Insurance General Agency offering FWD products and services. The agency advocates for educating Filipinos on financial management and planning. Comprised of over 250 Licensed Financial Consultants who are Millennials and Gen Zs, the agency focuses on helping individuals achieve financial...

Prulife UK Makati, National Capital Region, Philippines2 days ago Be among the first 25 applicantsSenior Associate Unit Manager - Ace Summit Life Insurance AgencyCompany DescriptionEstablished in 1996, Pru Life UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first life insurance companies...

Are you a driven and ambitious individual looking to build a career in finance?Orion Summit Life Insurance Agency Inc. is seeking a part-time Financial Advisor to join our team.About the Role:Provide expert financial guidance to clients, helping them manage their finances and build wealth.Assess clients' financial situations and develop customized financial...

Position: Part-time Financial Advisor / Insurance AgentLocation: Makati, Metro ManilaCompany: Wolf Summit Life Insurance Agency - Pru Life UKKey Responsibilities:Client Financial Assessment & PlanningIdentify client financial goals and provide customized insurance and investment solutionsEducate clients on financial literacy, wealth management, and risk...

About the Role:This position involves working as a Part-time Financial Advisor / Insurance Agent for Wolf Summit Life Insurance Agency - Pru Life UK. The ideal candidate will have excellent communication and interpersonal skills, a strong desire to learn and grow in the financial industry, and experience in sales, finance, or customer service is a plus but...

About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Titanium 2 Life Insurance Agency Inc. As a key member of our team, you will provide valuable financial advice and educate clients about insurance, savings, and investments.The ideal candidate will be committed to attending trainings and have a strong desire to work with...