Financial Services Representative Position

4 days ago

Makati City, National Capital Region, Philippines LeadAdvisors Full time

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.

Job Description

A Financial Services Representative plays a pivotal role in providing comprehensive financial guidance and support to clients. As a trusted advisor, you will help individuals and businesses make informed decisions regarding their financial situation and goals.

The ideal candidate will possess a strong understanding of the U.S. financial industry, particularly related to consumer finance. They will also have knowledge of credit ratings, their implications, and how they impact financing decisions. Familiarity with basic standards and practices of financing in the U.S. is essential.

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

The successful candidate will be responsible for:

Key Responsibilities:

  • Personal Finance Inquiries: Handle inbound inquiries from U.S. consumers about personal financing.
  • Application Forms: Efficiently complete quick personal finance application forms.
Requirements

The ideal candidate will have:

Key Requirements:

  • Financial Industry Knowledge: Strong understanding of the U.S. financial industry, particularly related to consumer finance.
  • Credit Ratings: Knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Financing Standards: Familiarity with basic standards and practices of financing in the U.S.
  • Experience: Minimum of 4 years of experience in U.S. or Australian campaigns, preferably in credit card, or personal finance.
  • Computer Skills: Proficient computer skills and familiarity with relevant software.
Benefits

The successful candidate can expect:

Compensation Package:

  • Salary: $25,000 - $75,000 per year, depending on experience.
  • Commissions: Tier structure with potential earnings up to $100,000 per month.
  • Bonuses: Anniversary and 13th month bonus available after probationary period.
  • Required Equipment: Required to have own computer.

  • Financial Services Representative

    7 days ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the OpportunitySun Life Grepa Financial, Inc. is a leading provider of financial protection products in the Philippines.Key Responsibilities Include:Deliver exceptional customer service to ensure high levels of satisfaction and loyalty.Maintain accurate records of production and activities, demonstrating dedication and performance.Cultivate strong...

  • Senior Financial Services Specialist

    4 weeks ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...

  • Senior Financial Services Representative

    2 weeks ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleSun Life Grepa Financial, Inc. is a leading joint venture between the Yuchengco Group of Companies and Sun Life Philippines. The company offers financial protection products through agency, bancassurance, and group account channels.The RoleYour Key Responsibilities Include:Deliver exceptional customer service to ensure utmost...

  • Financial Services Representative

    1 month ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...

  • Financial Services Representative

    3 weeks ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the JobWe are seeking a highly skilled and experienced Financial Services Representative to join our team in the U.S. as a Finance Expert Advisor, providing exceptional financial services to our customers.A Financial Services Representative plays a vital role in offering clients comprehensive financial guidance and support, serving as a trusted advisor...

  • Financial Services Representative | Expert Financial Guidance

    4 days ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    Job OverviewWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S. Our company, LeadAdvisors, is a leading financial institution dedicated to providing excellent financial services to our customers.About the RoleA Financial Services Representative plays a crucial role in providing comprehensive...

  • Financial Services Representative

    2 weeks ago

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

    Job OverviewWe are seeking a talented Financial Services Representative to join our team at J-K Network Services. As a Customer Service Representative, you will play a critical role in delivering exceptional customer experiences for our esteemed clients of commercial banking.

  • Senior Financial Services Representative

    2 months ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the Opportunity:LeadAdvisors is a leading financial institution dedicated to providing excellent financial services to our customers. We seek an experienced and highly motivated Financial Services Representative to join our team in the U.S.A Financial Services Representative plays a crucial role in providing clients with comprehensive financial...

  • Business Development Representative

    4 weeks ago

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

    Job SummaryWe are seeking a highly motivated Business Development Representative to join our team at J-K Network Services. As a Business Development Representative, you will be responsible for identifying and pursuing new business opportunities in the financial services industry.About the CompanyJ-K Network Services is a leading provider of financial...

  • Financial Services Representative

    1 month ago

    Makati City, National Capital Region, Philippines Hunter's Hub Incorporated Full time

    Job OverviewHunter's Hub Incorporated is seeking a highly skilled Financial Services Representative to join our team. In this role, you will be responsible for soliciting and generating home loan applications from assigned developers while providing exceptional support and guidance.About the JobThis is an exciting opportunity to work with accredited...

  • Financial Services Leadership Position

    2 weeks ago

    Makati City, National Capital Region, Philippines Manpower Core Group Inc. Full time

    Job OverviewWe are seeking an experienced professional to fill a key leadership role in our Deal Advisory team. This is an excellent opportunity for someone looking to take on new challenges and contribute to the growth of our organization.Job SummaryThe successful candidate will be responsible for leading financial due diligence processes, identifying new...

  • Financial Services Representative

    4 days ago

    Quezon City, National Capital Region, Philippines LeadAdvisors Full time

    Transform Lives with Expert Financial Solutions">At LeadAdvisors, we're seeking a skilled Financial Services Representative to join our dynamic team. This role offers the opportunity to make a significant impact in people's lives by providing top-notch financial solutions.About the Role">As a Financial Services Representative, you'll engage with clients...

  • Financial Services Representative

    4 weeks ago

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

    Company OverviewJ-K Network Services is a leading multinational banking and financial services company based in the Philippines with over 30 years of experience. Our company has established itself as one of the top banks in Asia, offering a wide range of banking and financial services to its clients.Job SummaryWe are seeking highly motivated and...

  • Customer Service Representative Position

    1 month ago

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

    Key Responsibilities:We are seeking highly skilled customer service agents to join our team. As a customer service representative, you will be responsible for handling customer inquiries and resolving issues in a timely and professional manner.About Us:Neksjob Philippines is a reputable company that values its customers above all else. We offer a dynamic and...

  • Financial Services Consultant

    3 weeks ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    We are seeking an experienced Financial Services Representative to provide comprehensive financial guidance and support to clients in the U.S.A successful candidate will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and goals.The role involves handling inbound inquiries from U.S....

  • Financial Controller Position

    1 month ago

    Makati City, National Capital Region, Philippines Neksjob Full time

    Job Title: Financial Controller PositionAbout Us: At Neksjob, we are dedicated to providing exceptional financial services. Our team of professionals is committed to delivering high-quality work and exceeding expectations.Job Summary:We are seeking an experienced Financial Accountant to join our team. As a Financial Accountant, you will be responsible for...

  • Customer Experience Manager

    1 month ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleSun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines.The company offers financial protection products through its agency, bancassurance, and group account channels.Job DescriptionYour key responsibilities will include:Delivering exceptional after-sales services to ensure utmost...

  • Financial Services Representative

    4 weeks ago

    Caloocan City, National Capital Region, Philippines EastWest Bank Full time

    About EastWest BankEastWest is one of the most consumer-focused universal banks in the Philippines, serving clients for over 30 years.We value teamwork and individual initiatives. Our Store Operations Group is looking for fresh graduates/experienced professionals to join our branches/stores nationwide in the role of Financial Services Representative/Customer...

  • Financial Services Representative

    1 month ago

    Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the Job:We seek a highly motivated and experienced Financial Services Professional to join our team in the U.S. as a Credit Collection Specialist, working for a leading financial institution dedicated to providing excellent financial services to its clients.A Credit Collection Specialist plays a crucial role in providing clients with comprehensive...

  • Financial Services Analyst Position

    1 month ago

    Makati City, National Capital Region, Philippines RecruiterPH Full time

    OverviewWe are looking for a skilled Financial Services Analyst to join our team at RecruiterPH. This role will involve providing advisory services to clients within the context of an independent public accounting firm.Estimated SalaryRanging from PHP 60,000 to PHP 120,000 per month, based on experience and location.Job DescriptionThe successful candidate...