Insurance and Investment Professional
2 weeks ago
As 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 must possess strong communication and interpersonal skills, as well as a sales-driven approach. You should be able to build rapport with clients, understand their needs, and provide tailored advice and recommendations.
You will also be required to maintain accurate records, achieve sales targets, and stay up-to-date with market trends and product offerings.
-
Investment and Insurance Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Trillion Jade - Pru Life UK Full timeJoin 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...
-
Insurance and Investment Advisor
4 days ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timePru Life UK - Team Rhod is seeking an experienced Insurance and Investment Advisor to join their team.About the CompanyWe are a leading provider of life insurance and investment products, dedicated to helping individuals achieve their financial goals.Key Responsibilities:Assess clients' financial needs and develop tailored insurance and investment...
-
Insurance Investment Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Pru Life UK Ph Full time**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,...
-
Insurance Relationship Manager
1 week ago
Makati City, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full timeAbout Trinity Insurance and Reinsurance Brokers, Inc.We are a full-service insurance broker offering a comprehensive range of products and services in General Insurance and Employee Benefits. Our expertise has enabled us to build long-lasting relationships with our clients and customers.Our strategic partnership with Brokerslink provides us with access to a...
-
Insurance and Investment Advisor
4 days ago
Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full timeKey ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans, and provide expert advice on risk management and...
-
Insurance Portfolio Manager
2 weeks ago
Makati City, National Capital Region, Philippines Lazurite Gold Life Insurance Agency Full time**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...
-
Investment Consultant
1 week ago
Makati City, National Capital Region, Philippines FWD Life Insurance Exclusive Partner of Security Bank Full timeAbout the Team:FWD Life Insurance Exclusive Partner of Security Bank is a dynamic and fast-paced team that is passionate about helping clients achieve their financial goals. As a Financial Wealth Planner, you will be part of a team that is dedicated to delivering exceptional customer service and providing innovative financial solutions.Key...
-
Investment Manager Professional
2 weeks ago
Makati City, National Capital Region, Philippines AIA Hong Kong and Macau Full timeJoin Our TeamAs an Investment Management Principal at AIA Hong Kong and Macau, you will be part of a team that supports customers and the community to live Healthier, Longer, Better Lives.About the RoleThe successful candidate will:Act as relationship manager for all fund managers.Assist in formulating competitive investment portfolios and funds responsive...
-
Insurance Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Lazurite Gold Life Insurance Agency Full timeGet 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...
-
Senior Insurance Specialist
1 week ago
Makati City, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full timeAbout Trinity Insurance and Reinsurance Brokers, Inc.We are a leading insurance broker dedicated to delivering tailored solutions for General Insurance and Employee Benefits. Our commitment to innovation has earned us a reputation as a trusted partner for our clients and customers.Through our global partnership with Brokerslink, we offer a range of risk...
-
Insurance Accounting Professional
4 days ago
Makati City, National Capital Region, Philippines Pioneer Insurance Full timePioneer Insurance is looking for a qualified Non-Life Financial Accountant to support the financial reports team.The successful candidate will assist in preparing, analyzing, and reconciling financial statements, ensuring compliance with insurance accounting regulations and providing audit support.Key Responsibilities:Assist in preparing, analyzing, and...
-
Investment Services Professional
2 weeks ago
Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full timeAbout This RoleThis role is responsible for service delivery of highly complex transactions across multiple domains, performing various financial reports and operational audits, and escalating any issues or potential risks to Management. Will act as an OIC, Subject Matter Expert, and process training resource. Perform projects and ad-hoc tasks as...
-
Global Insurance Management Professional
1 week ago
Makati City, National Capital Region, Philippines AXA Group Full timeCompany OverviewAXA Philippines is a leading life insurance company in the country, established in 1999. We are part of the AXA Group, a global leader in insurance and investments, serving over 103 million lives in 64 countries.We offer a comprehensive range of products, including group and individual life insurance, general insurance, savings and...
-
Life Insurance and Investment Expert
4 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial Full timeAre you passionate about helping others achieve their financial goals? Do you have a strong understanding of life insurance and investment products? If so, we want to hear from you!About the RoleIn this role, you will work closely with our sales team to identify opportunities and develop strategies to meet our sales goals. You will also provide after-sales...
-
Accounting Professional
2 weeks ago
Makati City, National Capital Region, Philippines Capex Finance and Investment Corporation Full timeWe are seeking a skilled Accounting Professional to join our team at Capex Finance and Investment Corporation.The successful candidate will have a solid understanding of financial concepts and be able to prepare financial reports and assist with budgeting processes.About the JobThis is a fantastic opportunity for someone to develop their skills in accounting...
-
Insurance Professional
2 weeks ago
Makati City, National Capital Region, Philippines Prulife UK Full timeAbout Prulife UKWe are a leading life insurance company committed to delivering exceptional customer service and expertise.Job RoleThe successful candidate will be responsible for providing financial planning, retirement planning, and investment advice to clients on a part-time remote basis.Key responsibilities include assessing clients' financial needs,...
-
Investment Analysis Professional
2 hours ago
Makati City, National Capital Region, Philippines beBee Careers Full timeWhat We're Looking ForWe are seeking a highly motivated and detail-oriented Investment Analysis Professional to join our team. As an equity valuation expert, you will be responsible for analyzing financial data and providing recommendations to clients on investment strategies. Your strong analytical and problem-solving skills will enable you to excel in this...
-
Audit Management Specialist
7 days ago
Makati City, National Capital Region, Philippines Rustan Investment And Management Corporation Full timeRustan Investment and Management Corporation (RIMCO) is a member company of the Rustan Group of Companies.The organization was incorporated and registered with the Securities and Exchange Commission (SEC) on March 28, 1966. Its primary purpose is to establish, maintain, and manage investments and shares.The Company has shifted its primary purpose to become...
-
Insurance Support Professional
2 weeks ago
Makati City, National Capital Region, Philippines Pioneer Your Insurance Full timeJoin Our Team at Pioneer Your Insurance:We're seeking a talented Customer Care Representative to join our dynamic team. As a key member, you'll provide top-notch support to our clients, exceeding their expectations and building trust in our brand.Your Key Responsibilities:Communicate professionally with clients, external contacts, and colleagues, ensuring...
-
Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full timeAbout the Role">We are seeking a highly skilled Paralegal/Legal assistant to provide comprehensive legal support for our North American Private Markets Legal Team. The ideal candidate will possess basic knowledge of corporate and/or financial or investment law and governance based on relevant prior work experience.Key Responsibilities:Support the creation,...