Insurance and Investment Advisor

We are seeking an Insurance and Investment Advisor to join our team at Quess (Philippines) Corp. As a key member of our sales team, you will be responsible for identifying new business opportunities and presenting our insurance and investment products to potential clients.Key Roles and ResponsibilitiesDevelop and implement strategies to establish and...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

Join Sun Life Grepa Financial, Inc. as a Investment Advisor and play a vital role in helping clients achieve their financial goals.Key Accountabilities:Develop and implement investment strategies that meet clients' unique needs and objectives.Provide ongoing monitoring and adjustments to ensure clients' investments remain aligned with their goals.Maintain...

Company DescriptionSun Life is a global financial services company offering a wide range of insurance, retirement, and investment products and services. In the Philippines, Sun Life provides diverse insurance, wealth, and asset management solutions to help every Filipino lead a brighter life. They are the country's first and longest-standing life insurer,...

At Sun Life Philippines, we are committed to empowering individuals to achieve their financial goals. As a Financial Advisor, you will play a key role in this mission by providing expert guidance and support to our clients.With a deep understanding of financial markets and trends, you will help clients navigate complex financial decisions and develop...

Job SummaryAs a Financial Advisor with Skyeline Summit LIA, you will have the opportunity to help your family and friends set up a complete savings and investments program.You will also have the freedom to manage your time wisely, expand your network, and make new friends.Our team provides ongoing training and support to ensure your success.We offer a...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Mission StatementAt Millennial Financial Advisors, our mission is to protect and enhance our clients' financial well-being. We strive to build lasting relationships based on trust, integrity, and exceptional service.About the JobWe are seeking a highly skilled Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The successful candidate...

The Pension Insurance Advisor role at Cognizant Technology Solutions Philippines Inc. offers an exciting opportunity for individuals to make a real impact in the lives of our customers.About the RoleThis position involves working closely with customers to understand their needs and provide solutions that meet their expectations.Main ResponsibilitiesProvide...

About Pioneer Your InsuranceWe are a leading insurance provider dedicated to delivering innovative solutions for our clients. Our team is passionate about building strong relationships and providing exceptional customer service.Pioneer Your Insurance offers a dynamic work environment that fosters growth and development. We believe in investing in our...

About Our TeamSatellite Office is a dynamic and growing financial advisory firm dedicated to delivering exceptional services to our clients. We are committed to creating a collaborative work environment that fosters growth, learning, and career development for our team members.Paraplanner RoleWe are seeking a highly skilled Paraplanner to join our team. The...

About UsSun Life Financial is a dynamic organization that encourages innovation and growth. As a General Account Portfolio Manager, you will be an integral part of our team, responsible for managing general account portfolios.Key ResponsibilitiesDeploy assets in accordance with portfolio parametersMaintain optimal asset allocation mixCoordinate with internal...

Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from AIA PhilippinesI help Gen Zs to have a career in financial industry without working experienceCompany Description:At AIA Philippines, we are part of the largest independent publicly listed pan-Asian life insurance group. Our...

Manila, National Capital Region, PhilippinesCompany: Prulife UKGeneral Associate Unit ManagerI'm looking for someone who is interested to become a Financial Advisor with a 10-15K weekly income for part-time work.Role DescriptionThis is a part-time hybrid role for a Financial Advisor at Prulife UK. The role is located in Manila but allows for some work from...

Job OverviewThe Senior Investment Analyst plays a pivotal role in supporting the Department Head in identifying investment opportunities for AMA Computer College Inc. and establishing relationships with investors.This position serves as an alternate liaison with current and prospective investors, and external agencies, ensuring seamless communication and...

Job OverviewThis role is for a Next Gen Financial Advisor at AIA Philippines. The primary responsibility is to provide financial planning, retirement planning, investment advice, and financial advisory services to clients on a remote basis.

The Investment Strategist plays a crucial role in supporting the growth of Bank of the Philippine Islands (BPI) by providing timely and well-researched investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients.Responsibilities:Develop periodic market updates, cross-asset views, and security analysis across multiple asset...

Key ResponsibilitiesThe Financial Advisor will be responsible for:Financial planning for clientsRetailing planning for clientsProviding investment adviceOffering financial advisory services to clients

About the roleAs a Manulife Financial Advisor, you will have the opportunity to help individuals and families achieve their financial goals. This part-time position offers a flexible schedule and the chance to build a rewarding career in the financial services industry. Based in Metro Manila or anywhere in the Philippines, you will work closely with the...