Insurance and Investments Specialist

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...

Join Our TeamWe are a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their goals. Our mission is to deliver exceptional service and unparalleled expertise to our clients.Job Title: Investment and Insurance AdvisorWe are seeking a skilled and ambitious professional to join our team as an...

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...

**About the Role**An Insurance Investor and Sales professional plays a vital part in achieving sales targets and building a sustainable client base. This role involves both financial investment and client engagement.Key Responsibilities:Understanding Insurance Products: Thorough knowledge of various insurance products (life, health, education, property,...

About UsWe're Manulife, a leading global financial services provider dedicated to making decisions easier and lives better.Better is what drives us. It's what inspires us to find new ways to support customers and colleagues in living longer and healthier lives.As a Financial Sales Associate, you'll play a crucial role in providing life insurance solutions to...

Job DescriptionPioneer Your Insurance seeks a skilled Insurance Pricing Specialist to join our team. As an Insurance Pricing Specialist, you will play a crucial role in managing the company's loss ratio by strictly adhering to established underwriting guidelines and pricing standards.The ideal candidate will have a strong background in statistics or...

Pioneer Your Insurance is expanding its team and is seeking an Insurance Receivables Specialist. This role involves maintaining Executive Information System – Premium Production and Premium Receivables, ensuring that all financial information is accurate and up-to-date.The ideal candidate will have a graduate degree in Accounting or a related field, with...

We are seeking an experienced Insurance Sales Specialist to join our team at Liberty Insurance Corporation in Makati.About the RoleThis position involves selling insurance products to clients, identifying new business opportunities, and developing strategic partnerships.The ideal candidate will possess excellent sales and communication skills, with a strong...

At Pioneer Insurance, we're looking for a seasoned professional to join our team as an Insurance Pricing Specialist. This role plays a crucial part in driving the success of our business by ensuring that our premium rates are competitive and aligned with industry standards.About the RoleThis position requires a strong background in insurance underwriting,...

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...

**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...

Position DescriptionWe are looking for a talented Investment Planning Specialist to help clients achieve their long-term financial goals through personalized investment plans.ResponsibilitiesMeet with clients to discuss their financial objectives and develop customized investment plansAssess clients' risk tolerance and create portfolios that align with their...

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...

We are seeking an experienced Investment Operations Specialist to join our team. The ideal candidate will have a strong background in investment operations, including experience with complex transactions, financial reports, and operational audits. They will also possess excellent analytical, research, and problem-solving skills, as well as strong attention...

About the RoleWe are seeking an experienced Investment Operations Specialist to join our team. As an Investment Operations Specialist, you will be responsible for supporting day-to-day performance operations and data maintenance. You will assist in the setup of new private securities and ensure compliance.Key Responsibilities:Generate and maintain regular...

We are looking for an Investment Strategy Specialist to join our team at Metro Pacific Water. As an Investment Strategy Specialist, you will be responsible for developing and implementing investment strategies that maximize returns for clients or the organization. This involves conducting thorough research and analysis of financial markets, industries, and...

Job SummaryWe are seeking a skilled Investment Portfolio Specialist to join our team at RCBC. As an Investment Portfolio Specialist, you will be responsible for monitoring and analyzing market movements to identify potential investment opportunities for our trust accounts.The ideal candidate will have a strong background in finance and investments, with the...

At Pioneer Your Insurance, we are committed to providing our clients with exceptional service and support.Job DescriptionWe are seeking a highly motivated Insurance Development Specialist to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with assigned clients.Key Responsibilities:Liaise with...

Trinity Insurance and Reinsurance Brokers, IncA leading full-line insurance broker providing products and services in General Insurance and Employee Benefits.We are seeking a skilled Claims Specialist for our Employee Benefits division to handle end-to-end claims processing, provide guidance, and ensure timely resolution.Key Responsibilities:Coordinate with...

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...