Financial Professional
4 days ago
At Eastern Summit Life Insurance Agency, Inc., we are seeking a skilled Financial Consultant to join our team.
About the Role- We offer a competitive commission structure and performance-based incentives.
- You will be at the forefront of shaping the financial future of our clients, building lasting relationships, and identifying financial needs.
Main Responsibilities:
- Cultivate and maintain strong relationships with clients through personalized financial planning consultations.
- Develop and execute a strategic sales plan to acquire new clients and expand existing accounts.
- Achieve monthly and quarterly sales targets through proactive outreach and lead generation.
- Work collaboratively with internal teams to deliver exceptional service and client satisfaction.
- Proven experience in sales, financial advising, or a related field.
- Strong understanding of financial products, investment strategies, and wealth management.
- Exceptional communication, interpersonal, and presentation skills.
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Financial Consultant Professional
7 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeCompany OverviewAt Team Giz - Financial Consultants, we are dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each client.
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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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Part-Time Remote Financial Coach
7 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeJob DescriptionKey Responsibilities:Conduct in-depth virtual consultations with clients to understand their financial objectives and develop personalized strategies.Recommend suitable financial products and services to help clients achieve their goals.Educate clients on various financial planning strategies, including risk management, wealth accumulation,...
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Financial Professional
4 days ago
Makati City, National Capital Region, Philippines Casas San Luis & Co Full timeCasas San Luis & Co offers a wide array of services, organized into three main categories: audit, tax-related services, and consulting services. Our team of professionals with over 20 years of experience in the industry provides financial statements audits, operations audits, compliance audits, and fraud audits.About UsWe are a leading professional services...
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Financial Professional
4 days ago
Makati City, National Capital Region, Philippines Trinity Workforce Full timeAt Trinity Workforce, we are seeking a highly skilled and detail-oriented Financial Professional to join our team. In this role, you will have the opportunity to enhance your skills in finance and accounting while working in a dynamic environment.The Finance Staff will be responsible for assisting with financial transactions, maintaining accurate records,...
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Financial Support Professional
2 days ago
Makati City, National Capital Region, Philippines PhilSearch Consulting Inc. Full timeAt PhilSearch Consulting Inc., we are looking for a talented Financial Support Professional to help us maintain our financial operations in Makati.Key ResponsibilitiesSupport the Accounting Department in performing daily tasks, including data entry, invoicing, and reconciliations.Develop and maintain accurate financial records, including ledgers, journals,...
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Financial Management Professional
2 days ago
Makati City, National Capital Region, Philippines Achievers Manpower Management Services, Inc. Full timeAchievers Manpower Management Services, Inc. is a reputable organization seeking an exceptional Financial Management Professional to oversee the company's financial accounting and reporting functions.About the RoleThis role requires strategic thinking, leadership skills, and a strong understanding of financial principles to maintain accurate records, ensure...
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Senior Financial Professional
7 days ago
Makati City, National Capital Region, Philippines TVI Resource Development Phils., Inc. Full timeWe are looking for a Senior Financial Professional with extensive experience in the mining industry. Key qualifications include:At least 2-3 years of relevant work experienceFamiliarity with all facets of accounting, including financial reporting and auditingStrong background in Financial Accounting, Auditing, and TaxationProficient in MS Office...
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Financial Analysis Professional
24 hours ago
Makati City, National Capital Region, Philippines Cost Plus Full timeMakati, Philippines is a key location for Cost Plus. A Certified Public Accountant will work in Makati to prepare financial statements and manage accounting tasks.Certified Public Accountant RoleThis full-time on-site position requires strong knowledge of accounting principles and attention to detail. Key responsibilities include reviewing financial reports,...
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Financial Associate Professional
4 days ago
Makati City, National Capital Region, Philippines Inplay Matrix Full timeWe are seeking a talented Financial Associate Professional to join our team at Inplay Matrix. As a key member of our finance department, you will be responsible for maintaining the company's financial records and ensuring accurate financial data.About the Role:Maintaining the company's financial records, including ledgers, journals, and other financial...
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Financial Services Professional
4 days ago
Makati City, National Capital Region, Philippines Michael Page Full timeAbout the RoleThe Tax Accountant position at Michael Page is a key role in our client's financial services team.As a Tax Accountant, you will be responsible for ensuring compliance with tax laws and regulations, developing company tax strategies, and liaising with government bodies on tax-related issues.You will also need to keep up-to-date with changes in...
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Part-time Insurance Agent
4 days ago
Makati City, National Capital Region, Philippines JHL Financial Solutions Part timeHybrid - Makati 5-10 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance BonusInsurance Health & WellnessHMOAnnual Company Trip, Open WorkspaceProfessional DevelopmentWork-Life BalanceWork from HomeDescriptionClient Acquisition & ProspectingIdentify and connect with potential clients through networking, referrals,...
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Financial Services Professional
2 days ago
Makati City, National Capital Region, Philippines JNMS Human Resource Management Services Full timeKey ResponsibilitiesEvaluate loan applications and assess clients' creditworthiness and financial backgrounds.Collaborate with lenders and real estate professionals to ensure smooth loan processing.This role involves working closely with clients to understand their financial needs and provide tailored solutions. If you have a passion for finance and enjoy...
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Sales and Marketing Professional
2 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. The successful candidate 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...
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Senior Financial Professional
5 days ago
Makati City, National Capital Region, Philippines SGV & Co. Full timeSGV & Co. is a leading professional services firm that helps clients achieve their goals through bold actions.We are seeking a Senior Financial Analyst to join our team in Makati, Philippines.The successful candidate will support the execution of finance and operations' financial services engagements, including implementation of new accounting standards,...
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Financial Operations Assistant
5 days ago
Quezon City, National Capital Region, Philippines Local Employment for Direct Hire and Professional Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Local Employment for Direct Hire and Professional. The successful candidate will be responsible for assisting with various accounting and administrative tasks, including accounts payable and accounts receivable, financial record-keeping, and...
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Financial Professional
4 days ago
Makati City, National Capital Region, Philippines JOB MATCHMAKER Full timeJob Description:The role of a Finance Associate at JOB MATCHMAKER involves a range of responsibilities that contribute to the company's financial health.Key Responsibilities:Computes tax and commissions with precision.Generates data for financial statement preparation, ensuring accuracy and timeliness.Files tax returns to relevant authorities, maintaining...
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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 Support Professional
3 days ago
Makati City, National Capital Region, Philippines Casas San Luis & Co Full timeAbout Us:Casas San Luis & Co was established with a clear vision of becoming a premier professional services firm in the accountancy sector. Our goal is to deliver consistent, accurate, and high-quality services to our clients.We offer a wide range of services, including audit, tax-related services, and consulting. Our team of experienced professionals...
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Makati City, National Capital Region, Philippines Tamaray People Solutions Corporation Full timeAbout the RoleTamaray People Solutions Corporation is seeking an Accounting and Financial Support Professional to join our team. In this role, you will be responsible for providing financial support to our organization, including preparing financial reports, ensuring compliance with relevant tax laws, and implementing the Bank's Core-banking/FGBS...