Financial Services Representative

2 months ago


Makati City, National Capital Region, Philippines Shadow Office Solutions Full time

At Shadow Office Solutions, we are seeking highly motivated and skilled Financial Services Representatives to join our team in the Philippines. This is an exciting opportunity to work with a leading Australian company providing diverse financial services across the country.

Key Responsibilities:

  • Telemarketing of financial products to clients
  • Communicating with clients through email and phone
  • Promoting financial products and services to clients
  • Building and nurturing strong relationships with current and potential clients

Qualifications:

  • Bachelor's Degree in any related field
  • Minimum 2 years of work-proven experience as an Outbound Call Center Agent
  • Excellent English communication skills
  • Exceptional attention to detail
  • Ability to think outside of just reading a script
  • Exceptional phone/communication skills
  • Cold calling experience

What We Offer:

  • Above-industry salary package with lucrative incentives
  • Comprehensive HMO benefits coupled with life insurance coverage
  • Vibrant and engaging company events
  • Promising opportunities for career growth and promotion
  • Exciting company outings featuring international travel adventures


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

    About the RoleSun Life Grepa Financial, Inc. is a leading joint venture between the Yuchengco Group of Companies and Sun Life Philippines. The company offers financial protection products through agency, bancassurance, and group account channels.The RoleYour Key Responsibilities Include:Deliver exceptional customer service to ensure utmost...


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

    About the JobWe are seeking a highly skilled and experienced Financial Services Representative to join our team in the U.S. as a Finance Expert Advisor, providing exceptional financial services to our customers.A Financial Services Representative plays a vital role in offering clients comprehensive financial guidance and support, serving as a trusted advisor...


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

    About the Opportunity:LeadAdvisors is a leading financial institution dedicated to providing excellent financial services to our customers. We seek an experienced and highly motivated Financial Services Representative to join our team in the U.S.A Financial Services Representative plays a crucial role in providing clients with comprehensive financial...


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

    Job OverviewWe are seeking a talented Financial Services Representative to join our team at J-K Network Services. As a Customer Service Representative, you will play a critical role in delivering exceptional customer experiences for our esteemed clients of commercial banking.


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

    About J-K Network ServicesOur company is a leading provider of banking and finance services in the Philippines with over 30 years of experience. We cater to business and institutional clients, offering a wide range of commercial banking products and services.Work Environment: Our office is located in Makati City, and we offer a shifting schedule to...


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

    Job SummaryWe are seeking a highly motivated Business Development Representative to join our team at J-K Network Services. As a Business Development Representative, you will be responsible for identifying and pursuing new business opportunities in the financial services industry.About the CompanyJ-K Network Services is a leading provider of financial...


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

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...


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

    Company OverviewJ-K Network Services is a leading multinational banking and financial services company based in the Philippines with over 30 years of experience. Our company has established itself as one of the top banks in Asia, offering a wide range of banking and financial services to its clients.Job SummaryWe are seeking highly motivated and...


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

    We are seeking a highly skilled Financial Services Representative to join our team at Neksjob in Makati.About the RoleAs a Financial Services Representative, you will be responsible for handling customer inquiries and resolving their requests in a timely and efficient manner.You will utilize various client-based tools and applications to manage customer...


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

    About the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...


  • Makati City, National Capital Region, Philippines Hunter's Hub Incorporated Full time

    Job OverviewHunter's Hub Incorporated is seeking a highly skilled Financial Services Representative to join our team. In this role, you will be responsible for soliciting and generating home loan applications from assigned developers while providing exceptional support and guidance.About the JobThis is an exciting opportunity to work with accredited...


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

    About the RoleSun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines.The company offers financial protection products through its agency, bancassurance, and group account channels.Job DescriptionYour key responsibilities will include:Delivering exceptional after-sales services to ensure utmost...


  • Caloocan City, National Capital Region, Philippines EastWest Bank Full time

    About EastWest BankEastWest is one of the most consumer-focused universal banks in the Philippines, serving clients for over 30 years.We value teamwork and individual initiatives. Our Store Operations Group is looking for fresh graduates/experienced professionals to join our branches/stores nationwide in the role of Financial Services Representative/Customer...


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

    About the Job:We seek a highly motivated and experienced Financial Services Professional to join our team in the U.S. as a Credit Collection Specialist, working for a leading financial institution dedicated to providing excellent financial services to its clients.A Credit Collection Specialist plays a crucial role in providing clients with comprehensive...


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

    About NeksjobNeksjob is a leading organization that offers exceptional customer service and financial solutions. We are committed to delivering top-notch services and building long-lasting relationships with our clients.Job SummaryWe are seeking a skilled Customer Service Representative to join our team in the Financial Account department. The successful...


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

    We are seeking an experienced Financial Services Representative to provide comprehensive financial guidance and support to clients in the U.S.A successful candidate will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and goals.The role involves handling inbound inquiries from U.S....


  • Quezon City, National Capital Region, Philippines L.G. Atkimson Import-Export, Inc Full time

    Job DescriptionWe are seeking a detail-oriented and organized Financial Services Representative to join our team at L.G. Atkimson Import-Export, Inc.About UsL.G. Atkimson Import-Export, Inc is a reputable company that offers complete government benefits, free lunch and snacks every day, competitive salary, and an office location in Del Monte Avenue, Quezon...


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

    About the Role:As a Customer Service Representative in our Financial Fraud Support team, you will play a crucial part in ensuring the integrity of our customers' financial information. Your primary responsibility will be to respond to customer inquiries and resolve any issues related to financial fraud in a timely and professional manner.Key...


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

    We are a leading financial institution dedicated to providing exceptional services to our customers. Our company, LeadAdvisors, specializes in business process outsourcing and digital content marketing. We handle campaigns for brands across the United States, delivering outstanding results and driving growth for our clients.About the JobThis is an exciting...


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

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Neksjob. As a Financial Account Specialist, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAnswering incoming calls from customers and resolving their inquiries and requests in a timely and...