Financial Services Expert

3 weeks ago


Dasmariñas, Calabarzon, Philippines FWD Life Philippines Full time
Job Summary

As a Financial Consultant at FWD Life Philippines, you will play a pivotal role in helping clients achieve their financial goals. Your expertise in financial planning and consultation will be instrumental in developing tailored strategies to suit their needs.

Key Responsibilities
  • Offer financial planning and consultation services to clients, guiding them in establishing financial goals and objectives.
  • Develop and implement financial strategies that cater to clients' individual needs.
  • Monitor clients' financial situations and provide expert advice to optimize their financial well-being.

Qualifications and Perks
  • A 4-year college graduate in a related field.
  • Amenable to working from home and having a reliable internet connection.
  • The opportunity to earn competitive commissions and a monthly allowance of up to 60k, plus bonuses.
  • Enjoy local and international travel opportunities.
  • Training will be provided free of charge.
  • Access to HMO and insurance benefits.
  • Professional and career growth opportunities.
  • A flexible work schedule of at least 2-3 hours per day.

  • Financial Advisor

    4 weeks ago


    Dasmariñas, Calabarzon, Philippines FWD Life Philippines Full time

    FWD Life Philippines**Job Title:** Financial Consultant**Job Summary:**We are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial planning and consultation to our clients, helping them achieve their financial goals. You will develop financial strategies, monitor clients'...


  • Dasmariñas, Calabarzon, Philippines FWD Life Philippines Full time

    FWD Life Philippines is seeking a skilled Financial Planner Specialist to join our team.Job SummaryWe are looking for an experienced and motivated individual to help our clients achieve their financial goals. As a Financial Planner Specialist, you will be responsible for offering expert advice on financial planning and strategies, developing personalized...


  • Dasmariñas, Calabarzon, Philippines Leizandra Pugong Dulnuan CPA Tax and Accounting Services Full time

    Company Overview:Leizandra Pugong Dulnuan CPA Tax and Accounting Services is a leading provider of accounting and tax services. We are committed to delivering exceptional results for our clients.Salary:We offer a competitive salary for this role, estimated at $55,000 - $65,000 per year, depending on experience.Job Description:The Accountant will be...


  • Dasmariñas, Calabarzon, Philippines Leizandra Pugong Dulnuan CPA Tax and Accounting Services Full time

    Job Title: Financial AccountantKey Responsibilities:Manage client accounts and ensure accurate financial records.Prepare and review financial statements and reports.Perform tasks related to accounts payable and receivable.Assist with the preparation of tax returns.Analyze financial records to identify areas for improvement.Supervise and track income and...


  • Dasmariñas, Calabarzon, Philippines FWD Life Philippines Full time

    Job SummaryFWD Life Philippines is seeking a skilled Insurance Agent to join our team. As an Insurance Agent, you will be responsible for offering financial planning and consultation to our clients, helping them with their financial needs.Key ResponsibilitiesDevelops financial strategies by guiding clients to establish financial goals.Monitors clients'...


  • Dasmariñas, Calabarzon, Philippines Hr1001 Full time

    We are seeking a highly motivated Technical Support Representative to join our team at iQor Cavite. This role is ideal for individuals who are passionate about providing exceptional customer service and have a strong background in technical support.About the RoleAs a Technical Support Representative, you will be responsible for resolving customer queries and...

  • Accountant

    4 months ago


    Dasmariñas, Philippines Leizandra Pugong Dulnuan CPA Tax and Accounting Services Full time ₱520 - ₱600

    Responsibilities:Managing client’s accounts.Preparing accounts payable and receivable invoices.Preparing financial statements and reports.Performing the basic accounting functions.Assisting with the preparation of tax returns.Analyzing the client’s financial records.Supervising and tracking incomes and expense.Qualifications:With Bachelor's Degree in...