Financial Services Representative

2 days ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time
About the Job

We are seeking a highly skilled and experienced Financial Services Representative to join our team at LeadAdvisors. As a leading financial institution, we provide excellent financial services to our customers, and we need a trusted advisor to help individuals and businesses make informed decisions about their financial situation and goals.

Responsibilities:
  • Handle inbound inquiries from U.S. consumers about personal financing and provide comprehensive guidance and support.
  • Efficiently complete quick personal finance application forms and ensure accurate processing.
Requirements:
  • Strong understanding of the U.S. financial industry, particularly related to consumer finance, credit ratings, and their implications on financing decisions.
  • Knowledge of basic standards and practices of financing in the U.S. and ability to apply this knowledge in a fast-paced environment.
  • Minimum of 4 years of experience in U.S. or Australian campaigns, preferably in credit card or personal finance, with a proven track record of success.
  • Proficient computer skills and familiarity with relevant software, including CRM systems and financial analysis tools.
Desired Skills:
  • Excellent communication and interpersonal skills, with the ability to handle queries professionally and maintain a customer-centric approach.
  • Attention to detail and ability to work accurately in a fast-paced environment.
Benefits:
  • Competitive salary range of $25,000 to $75,000, depending on experience.
  • Commissions: tier structure with a potential earning of up to $100,000 per month.
  • Anniversary and 13th month bonus available after a probationary period.
  • Required to have own computer and necessary software.

About LeadAdvisors: LeadAdvisors is a leading provider of business process outsourcing (BPO) and digital content marketing services. We specialize in handling campaigns for brands across the United States, delivering exceptional results and driving growth for our clients. Our expertise in BPO and digital content marketing enables us to create and implement strategies that enhance our clients' online presence, improve search engine visibility, and generate high-quality leads.



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

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Sun Life Grepa Financial, Inc.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Identify and capitalize on sales opportunities to meet and exceed sales...


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

    Financial Services RepresentativeAt LeadAdvisors, we're seeking a skilled Financial Services Representative to join our dynamic BPO team in the Philippines. As a key member of our team, you'll play a vital role in connecting clients with the right financial solutions to manage their debt, secure loans, and navigate fiscal responsibilities.Key...


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

    Job DescriptionUndertakes financial planning interviews using structured presentation processes and fact-find materials.Analyzes, prepares reports, and presents findings with recommendations for Sun Life Grepa products.Completes application forms and attends to underwriting requirements.Provides after-sales services.Compiles production and activity...


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

    About the JobWe are seeking a highly motivated and experienced Financial Services Representative to join our team at LeadAdvisors, a leading financial institution dedicated to providing excellent financial services to our customers.A Financial Services Representative plays a crucial role in providing clients with comprehensive financial guidance and support....


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

    Job Title: Affinity Financial OfficerAt Sun Life Grepa Financial, Inc., we are seeking a highly skilled and motivated Affinity Financial Officer to join our team.Key Responsibilities:Develop and implement effective sales strategies to promote and market our life insurance products to seafarers.Provide financial planning services to clients, identifying their...


  • Quezon City, National Capital Region, Philippines Talent Outsourcing Channel Solutions Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our financial services team as a Customer Service Representative.The successful candidate will be responsible for providing exceptional customer service, resolving inquiries and issues, and ensuring customer satisfaction.Key qualifications...


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

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. As a key member of our sales team, you will be responsible for promoting and selling our life insurance products to seafarers.Key ResponsibilitiesProvide financial planning services to seafarers and promote our life...


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

    Financial Account RepresentativeAt Stackph, we are seeking a highly skilled and motivated Financial Account Representative to join our team. As a Financial Account Representative, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Virtual Process Coordination: You will work closely with our team...


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

    Financial Services Representative OpportunityWe are seeking a highly motivated and experienced Financial Services Representative to join our team at LeadAdvisors, a leading provider of business process outsourcing and digital content marketing services.About the RoleAs a Financial Services Representative, you will play a crucial role in providing...


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

    Job DescriptionWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Neks Job Philippines.Key Responsibilities:Provide exceptional customer service to clients in the financial sector.Handle customer inquiries and resolve issues in a timely and professional manner.Work collaboratively with the sales team to meet...


  • Makati City, National Capital Region, Philippines Nityo Infotech Services Philippines Full time

    Customer Support RepresentativeWe are seeking a highly skilled and experienced Customer Support Representative to join our team at Nityo Infotech Services Philippines. As a Customer Support Representative, you will be responsible for providing exceptional customer service to our clients, resolving their queries and issues in a timely and professional...


  • Makati City, National Capital Region, Philippines Aspire Global Solutions Full time

    {"Key Responsibilities": "Key ResponsibilitiesRespond to customer inquiries and provide accurate information in a timely manner.Manage customer correspondence, including emails and phone calls, to resolve issues and concerns.Utilize computer systems and online resources to access customer information and resolve queries.Communicate effectively with customers...


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

    Financial Outbound Campaign RepresentativeWe are seeking a highly motivated and well-spoken individual to join our team as a Financial Outbound Campaign Representative. As a key member of our financial services team, you will be responsible for handling outbound inquiries from US consumers about personal financing.Key Responsibilities:Efficiently complete...


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

    Financial Outbound Campaign RepresentativeWe are seeking a highly motivated and well-spoken individual to join our team as a Financial Outbound Campaign Representative. As a key member of our Financial Services team, you will be responsible for handling outbound inquiries from US consumers regarding personal financing.Key Responsibilities:Efficiently...


  • Makati City, National Capital Region, Philippines Neks Job Philippines Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative to join our team in a Financial Account role. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAnswer incoming calls from customers and resolve their inquiries and requests...


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

    Customer Service Representative OpportunityWe are seeking a skilled Customer Service Representative to join our team at Rockwell Site. As a Financial Account Specialist, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide customer service and support to clients via phone, email, and...


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

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative to join our team as a Financial Accountant. In this role, you will be responsible for providing exceptional customer service to our clients, resolving their inquiries and requests in a timely and professional manner.Key ResponsibilitiesAnswer incoming calls from...


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

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative to join our team as a Financial Accountant. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving their inquiries and requests in a timely and professional manner.Key ResponsibilitiesAnswer...


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

    Job SummaryWe are seeking a highly skilled and organized Financial Services Representative to join our team at Neksjob. As a key member of our team, you will be responsible for providing exceptional customer service and support in a fast-paced and dynamic environment.Key ResponsibilitiesProvide accurate and timely account transaction details to...


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

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our dynamic team at LeadAdvisors. As a key member of our financial services team, you will play a critical role in helping individuals understand and manage their financial options effectively.Key ResponsibilitiesManage High-Volume Calls:...