Financial Services Consultant

5 days ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time

Job Summary

LeadAdvisors is seeking a highly skilled and results-driven Lead Generation Specialist to join our team. As a leading provider of financial services and loan products, we offer a unique opportunity for career growth and development.

Key Responsibilities

  1. Develop Business Strategy: Identify and develop business strategies to drive revenue growth and meet sales targets.
  2. Build Client Base: Develop a strong client base by building relationships with clients, understanding their financial needs, and providing suitable loan options.
  3. Meet Sales Objectives: Meet or exceed monthly sales targets and KPIs.

Requirements

  1. Experience: Sales experience, preferably in a US campaign or handling US clients.
  2. Skills: Excellent communication skills, persuasive, and able to handle objections effectively and with confidence.
  3. Availability: Willingness to work US hours (night shift in the Philippines).
  4. Equipment: Ability to provide own equipment for WFH setup (at least i5 laptop or desktop with 16GB RAM, internet speed of 95MBPS LAN).
  5. Travel Relocation: Willingness to travel or relocate to Quezon City if no equipment available at home.

What We Offer

  1. Competitive base salary and attractive commission structure.
  2. Performance-based incentives and bonuses.
  3. Internet allowance for agents working from home.
  4. Comprehensive training program.
  5. Opportunity for career growth and development.


  • Makati City, National Capital Region, Philippines Manulife Philippines Full time

    6 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...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job 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...


  • Quezon City, National Capital Region, Philippines Sun Life Financial Full time

    About the Role:As a Financial Services Representative, you will be responsible for delivering exceptional customer service to our clients. This includes receiving payments in cash, cheque, or credit card, issuing Official Receipts or Provisional Receipts as appropriate, and ensuring timely crediting to the policy/plan/investments.Key...


  • Quezon City, National Capital Region, Philippines Collaborative Solutions, LLC Full time

    Workday Financials Senior ConsultantWe are seeking an experienced Workday Financials consultant to join our team.The ideal candidate will have a strong background in financial management systems and a deep understanding of Workday Financials.You will work closely with clients to design and implement effective financial management...

  • Financial Consultant

    17 hours ago


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

    About J-K Network Services: As a leading provider of banking and financial services, we are committed to delivering exceptional service to our clients. With a presence in the Philippines for over 30 years, we have established ourselves as a trusted partner in the region.Job Description: We are seeking highly skilled professionals to join our team as CSR Bank...


  • Quezon City, National Capital Region, Philippines Collaborative Solutions, LLC Full time

    About the RoleCollaborative Solutions, LLC is seeking experienced financial management systems consultants to join our team.We are looking for individuals with a strong background in general ledger, billing, receivables, procurement, payables, expenses, and asset management.As a consultant, you will guide clients through the transformation, implementation,...


  • Quezon City, National Capital Region, Philippines Manulife Full time

    Key ResponsibilitiesThe Finance Transformation Consultant will be responsible for:Supporting the implementation of Workiva across the global finance organization.Consulting with stakeholders on reporting opportunities and defining overall implementation goals.Partnering with technical teams to build data connections and manage implementations.Ensuring timely...


  • Makati City, National Capital Region, Philippines Eastern Summit Life Insurance Agency, Inc. Full time

    Eastern 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...


  • Quezon City, National Capital Region, Philippines ABSI Full time

    About the CompanyAbsentia Business Solutions Inc. (ABSI) is a leading provider of IT services and consulting solutions.We offer a dynamic and supportive work environment that encourages innovation and growth.Our team of experts provides cutting-edge solutions that drive business success.We are committed to delivering exceptional service and building...


  • Makati City, National Capital Region, Philippines Tata Consultancy Services Full time

    About 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...


  • Makati City, National Capital Region, Philippines Starlight Business Consulting Services, Inc. Full time

    At 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...

  • SAP Consultant

    2 weeks ago


    Quezon City, National Capital Region, Philippines JK Network Services Full time

    Company Profile: An IT BPO company the offer Consultancy, IT and BPO services for various industriesPosition: SAP Consultant Work Location: Mandaluyong | Taguig | Quezon City Work Schedule: ShiftingWork Set Up: HybridSalary: Php 80,000-120,000Job Responsibilities:•Responsible for provide business, functional, and technical support for SAP Sales and...


  • Quezon City, National Capital Region, Philippines Asian Consulting Group - ACG Full time

    Job SummaryWe are seeking a highly experienced Consulting Services Manager to join our team at Asian Consulting Group - ACG.The successful candidate will be responsible for managing consulting services projects, developing and implementing business strategies, and ensuring exceptional client satisfaction.Key Responsibilities:Project Management:Manage...


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

    **Our Company:J-K Network Services is a dynamic and rapidly growing multinational banking and financial services company that operates in the Philippines. Our mission is to provide top-notch financial services to our customers and make their lives easier.**Job Requirements:To succeed in this role, you must have:At least 2 years of experience as a Customer...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job 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...


  • Quezon City, National Capital Region, Philippines JK Network Services Full time

    JK Network Services is a leading IT BPO company that provides Consultancy, IT, and BPO services for various industries. We are looking for a skilled SAP Consultant to provide technical assistance, training, and troubleshooting to SAP end-users.The successful candidate will stay up-to-date on the latest SAP technology, tools, and best practices, and will...


  • Quezon City, National Capital Region, Philippines Monroe Consulting Group Full time

    We are seeking an experienced IT Service Management Consultant to join our team at Monroe Consulting Group Philippines. As a key member of our managed services team, you will be responsible for designing, developing, and implementing solutions on the ServiceNow platform to support both internal and external customers.Responsibilities:Develop custom...


  • Quezon City, National Capital Region, Philippines E-Solutions IT Services Full time

    Job Title: CSR - Financial and Accounting - Quezon CityE-Solutions IT Services is a dynamic company seeking a skilled and customer-focused individual to join our team as a CSR - Financial and Accounting - Quezon City. This role requires strong communication and problem-solving skills, with the ability to work in a fast-paced environment.This position...


  • Quezon City, National Capital Region, Philippines Primover Consultancy Services Inc Full time

    **Job Summary:**We are seeking a highly skilled and motivated Financial Professional to join our team at Primover Consultancy Services Inc. As an Accounting Assistant, you will be responsible for assisting in all aspects of accounting, including processing various accounting transactions, performing account reconciliation and analysis, and preparing...


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

    About Sun Life Grepa Financial, Inc.Sun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines. This strategic partnership has enabled the company to offer a wide range of financial protection products through its agency, bancassurance, and group account channels.The Company's OverviewSun Life Grepa...