Insurance and Investment Advisor

The Insurance and Investment Advisor role at Orion Summit Life Insurance Agency Inc. - Team Justine involves working closely with clients to help them make informed decisions about their financial futures.Duties and ResponsibilitiesAn Insurance and Investment Advisor is responsible for:Meeting with clients to discuss their financial goals and...

We are looking for a talented Insurance Policy Advisor to help our clients navigate the complexities of insurance and financial planning.The ideal candidate will have a bachelor's degree and be able to analyze clients' financial situations, provide investment and retirement planning advice, and recommend suitable insurance policies.Job...

Company Overview:Team Ives - Virtual Insurance Advisor is a pioneering organization in the insurance industry, dedicated to providing innovative solutions for clients. Our team is comprised of experienced professionals who strive to deliver exceptional results.Job Description:We are seeking highly motivated and detail-oriented individuals to join our team as...

Sales Representative Opportunity:At Team Ives - Virtual Insurance Advisor, we are committed to empowering talented individuals to succeed in their careers. We are currently looking for a Sales Representative to join our team as a Virtual Insurance Advisor.Responsibilities:Client communication and consultationNeeds assessment and solution...

6 days ago Be among the first 25 applicantsDirect message the job poster from Wolf Summit Life Insurance AgencyJunior Unit Manager | Premiere Licensed Financial Advisor | CIA | Actively hiring part-timers/full-timer goal diggersCompany DescriptionWolf Summit Life Insurance Agency aims to spread financial literacy and build trust with clients through...

What We're Looking ForWe are seeking a highly skilled professional with experience in financial planning and insurance. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Key Qualifications:Strong knowledge of financial markets and products, including...

Axis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...

About the Role:As a Virtual Insurance Advisor at Team Ives - Virtual Insurance Advisor, you will be working remotely as a sales representative. Your primary responsibilities will include client communication and needs assessment, followed by providing customized insurance solutions.What You'll Need:Bachelor's degree or higher from a reputable institutionAge...

Elevate your career as a Financial Consultant with Eastern Summit Life Insurance Agency, Inc. and take advantage of exciting growth opportunities.About Our CompanyWe are a leading provider of life insurance solutions.We prioritize delivering exceptional service and client satisfaction.Your Key Responsibilities:Provide expert guidance on financial strategies...

Director of Advisor EngagementThis is an exciting opportunity for a Director of Advisor Engagement to lead our team and drive business growth. The successful candidate will have a strong background in business development, sales management, and leadership.Key Responsibilities:Develop and implement business strategies to drive Advisor engagement and...

Hybrid - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionCompany DescriptionAllianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and a full line of Life protection offerings. Headquartered in Makati City, we are the fastest-growing life insurance company in the country in terms of...

Key ResponsibilitiesDeveloping and implementing financial plans tailored to clients' goals and risk tolerance.Providing expert advice on investments, insurance, and retirement strategies.Educating clients on financial concepts and risk management.If you have a strong passion for helping others achieve their financial goals, we encourage you to apply.

About the RoleWe are seeking an experienced High Potential Advisor Development Manager to join our team. The ideal candidate will have a strong background in agency and sales management, with a proven track record of developing and implementing strategy.Responsibilities:Develop and drive business support systems and structures to enhance Advisor...

Hybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Anniversary Gifts, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly GiftsInsurance Health & WellnessHealth Insurance, Life Insurance, HMOAnnual Company TripWork-Life BalanceFlexible Hours, Work from...

Key ResponsibilitiesThis is an exciting opportunity to participate in training programs to stay updated on financial products, market conditions, and industry regulations. You will obtain necessary certifications and licenses to practice as a financial advisor, while maintaining a strong focus on analytical and problem-solving skills to assess client needs...

E.D. Paras Insurance Services is a renowned provider of insurance services, dedicated to making a positive impact in the lives of our customers.Job DescriptionWe are looking for talented individuals with a passion for helping others achieve their financial goals to join our team as NextGen Financial Advisors.RequirementsCollege graduate of any 4-year...

Orion Summit Life Insurance Agency Inc. - Team JustineOn-site - Makati No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and...

Did you know that a career as a Financial Advisor is ranked as the top choice among the 10 Best-Paying Jobs for Millennials and Gen Z? If you're curious about stepping into this rewarding role, I have exciting news We are part of the fast growing team of Financial Advisors with more than 1000 members and currently expanding our team Are you ready to embark...

**Job Title:** Assistant Unit Manager (Financial Advisor)**Location:** [Hybrid (Pasig, Makati, Remote]**Job Type:** Full-Time**About Us:** Double Dragon Life Insurance Agency is a trusted provider of life insurance solutions and financial advisory services. We are committed to helping our clients build and protect their wealth, ensuring financial security...

PruLife Uk (Orion Summit Life Insurance Agency) is a leading insurance provider seeking highly motivated individuals to join our team as Sales Consultants.Job OverviewAs a Sales Consultant, you will be responsible for meeting with clients to discuss their insurance needs and providing personalized solutions.Key ResponsibilitiesDevelop and maintain...