Financial Services Consultant
3 days ago
Sun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.
The ideal candidate will have excellent communication skills, a strong understanding of the insurance industry, and the ability to work independently.
- Key Responsibilities:
- Conduct financial planning interviews with clients to identify their needs and goals.
- Analyze client data and prepare reports with recommendations for our products.
- Develop and maintain relationships with bank branch personnel to promote our products.
As a Bancassurance Sales Officer with Sun Life Grepa Financial, Inc., you will have the opportunity to work in a dynamic and supportive environment. You will receive comprehensive training and development opportunities to help you succeed in your role.
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Financial Service Consultant
4 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full time6 days ago Be among the first 25 applicantsManulife Financial Corporation is a global financial services provider with headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. Through Manulife Investment Management, we serve...
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Financial Services Specialist
5 hours ago
Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full timeJob Overview:We are seeking a highly organized and detail-oriented Financial Services Specialist to support our sales team in delivering exceptional financing services to our clients.Key Responsibilities:Process loan applications, maintaining accurate records and ensuring timely delivery of servicesProvide administrative support to the sales team by...
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Financial Services Consultant
4 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeJob DescriptionPru Life UK - Team Rhod is seeking a skilled Financial Services Consultant to join our team.This is a hybrid role that offers flexibility and the opportunity to work from home.We are looking for someone with at least a 4-year course background, who is proficient in using the internet and has excellent communication skills.
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Financial Services Specialist
4 days ago
Makati City, National Capital Region, Philippines JHL Financial Solutions Part timeJHL Financial Solutions is a leading provider of insurance and financial services, seeking a skilled Financial Services Specialist to join our team.Key ResponsibilitiesAnalyze client financial data to identify areas for improvement and develop personalized financial plans.Recommend and implement investment strategies to meet client goals and risk...
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Life Insurance Consultant
4 days ago
Makati City, National Capital Region, Philippines JHL Financial Solutions Part timeJHL Financial Solutions is a leading provider of insurance and financial services, seeking a Life Insurance Consultant to join our team.Key ResponsibilitiesAssess client financial needs and recommend life insurance products to meet those needs.Develop and maintain strong relationships with clients, providing ongoing support and guidance.Stay up-to-date with...
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Financial Consultant
4 days ago
Makati City, National Capital Region, Philippines GROW Vite Staffing Services Inc. Full timeJob Overview:GROW Vite Staffing Services Inc.We are seeking a highly skilled Financial Consultant to join our team. As a key member of our organization, you will play a critical role in providing user support and collaborating with stakeholders to identify and solve data quality issues.Key Responsibilities:Provide technical assistance to troubleshoot...
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Financial Consultant
5 days ago
Makati City, National Capital Region, Philippines Eastern Summit Life Insurance Agency, Inc. Full timeEastern Summit Life Insurance Agency, Inc.Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, IncentivesInsurance Health & WellnessAnnual Company TripProfessional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick LeaveWork-Life BalanceFlexible Hours, Work...
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Financial Service Advisor
4 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeAt Manulife Philippines, we are committed to providing our customers with top-notch financial advice and solutions. Our team of experts is dedicated to helping individuals and institutions achieve their financial goals.The role of a Financial Service Consultant is crucial in this process. As a hybrid role based in Makati, you will have the flexibility to...
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Financial Service Consultant
2 days ago
Makati City, National Capital Region, Philippines Tata Consultancy Services Full timeAbout the JobKey ResponsibilitiesProject Management: Oversee solution implementation, manage changes, and provide support during QA, deployment, and post-deployment phases.Requirement Gathering: Elicit, analyze, and document business requirements from trade finance (PSOD) and NSO departments.Stakeholder Collaboration: Facilitate effective communication...
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Bookkeeping and Financial Services Expert
4 hours ago
Makati City, National Capital Region, Philippines Starlight Business Consulting Services, Inc. Full timeAt Starlight Business Consulting Services, Inc., we are seeking an experienced Bookkeeping and Financial Services Expert to join our team.The ideal candidate will have a bachelor's degree in finance or accounting and will possess strong analytical and problem-solving skills.Key ResponsibilitiesFinancial Data Analysis: You will analyze financial data to...
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Financial Analysis Director
5 hours ago
Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full timeJob DescriptionWe are seeking a highly experienced Financial Analysis Director to join our team at Toyota Financial Services Philippines. As a key member of our finance team, you will play a critical role in driving business growth and profitability through strategic financial planning and analysis.Key ResponsibilitiesDevelop and implement financial models...
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Corporate Financial Services Specialist
4 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeAt Manulife Philippines, we understand the importance of financial planning and management. That's why we're seeking a highly skilled Financial Service Consultant to join our team.In this role, you will be responsible for providing financial advice, conducting consultations, and communicating complex financial information to clients. You will also be...
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Financial Services Professional
2 days ago
Marikina City, National Capital Region, Philippines E-Solutions IT Services Full timeJob OverviewE-Solutions IT Services seeks a seasoned Financial Consultant to spearhead insurance product sales within assigned bank branches.
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senior financial consultant
8 hours ago
Makati City, National Capital Region, Philippines JADPhil & Associates, Inc. Full timeDUTIES & RESPONSIBILITIES:Reporting directly to the CEO on all matters in relation to the establishment of Engineering Shared Services Division for European ClientsDevelop financial projections and build financial models for various projects for the approval of ManagementEstablish KPI parameters and track progressClient Relationship Management for European...
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Workday Business Process Consultant
4 days ago
Makati City, National Capital Region, Philippines J&B Services Full timeJob DescriptionWe are looking for a motivated and experienced Workday Junior Lead Consultant to join our team at J&B Services. In this role, you will be responsible for assisting in the design, configuration, testing, and deployment of Workday modules such as HCM, Payroll, Benefits, or Financials. You will also serve as a point of contact for clients during...
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Financial Services Expert
5 days ago
Makati City, National Capital Region, Philippines SGV & Co. Full timeWe are looking for a skilled Senior Financial Analyst to join our team at SGV & Co. in Makati, Philippines.The ideal candidate will have a strong background in finance and operations, with experience in delivering high-quality financial services to clients.Responsibilities:Support the execution of finance and operations' financial services engagementsDevelop...
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Insurance Consultant Professional
4 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeAre you passionate about helping others achieve their financial goals? Do you have a keen eye for detail and excellent communication skills? If so, we want to hear from you!We are seeking a highly motivated and experienced Financial Service Consultant to join our team at Manulife Philippines. In this role, you will be responsible for providing financial...
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Financial Systems Consultant
4 days ago
Makati City, National Capital Region, Philippines Smart Communications, Inc. Full timeKey ResponsibilitiesThe Senior Financial Systems Consultant will have the following key responsibilities:Create/Review conceptual and logical business solution design for BAU and Replicating business requirements based on adoption of best practices and standards.Support development, testing, and documentation of business requirements.Conduct process review...
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Financial Operations Specialist
4 hours ago
Makati City, National Capital Region, Philippines Starlight Business Consulting Services, Inc. Full timeStarlight Business Consulting Services, Inc. is a leading provider of business consulting services.We are currently seeking an experienced Financial Operations Specialist to join our team in Makati.Job DescriptionAs a key member of our finance team, you will be responsible for accurately recording all financial transactions, including income, expenses, and...
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Financial Specialist
4 days ago
Makati City, National Capital Region, Philippines Equicom Services, Inc. Full timeJob Overview:We are Equicom Services, Inc., a reputable outsourcing and offshoring consulting firm seeking a highly skilled Financial Accountant to join our dynamic team.About the Position:The ideal candidate will have experience in financial accounting, with a strong background in ledgers, journal entries, and reconciliation. They will be responsible for...