Insurance Financial Planner

Hybrid - Taguig 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionCompany: FWD PhilippinesPosition Type: Part-time, Commission-basedLocation: Remote (Work from Home)FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families...

Job OverviewDMP INSURANCE (FWD PHILIPPINES) is seeking a highly motivated individual to fill the role of Financial Wealth Planner. This position involves helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesConduct Thorough Financial Assessments: Meet with clients to understand...

We are looking for an Insurance Policy Expert to join our team at Sun Life Financial. This role involves providing expert guidance and support to clients regarding life insurance policies.Key responsibilities include:Providing answers to moderately complex client inquiries about life insurance policies using well-defined guidelines.Performing multiple...

About the RoleThis position involves working with the FAR team to prepare and submit various reports, including IFRS, PFRS, and Statutory reports.Responsibilities include assisting in the implementation of IFRS 17 Insurance Contracts, preparing policy data for quarterly IFRS17 Tool pack runs, and ensuring accurate reconciliations between IFRS accounting...

Job OverviewJHL Financial Solutions is seeking an experienced Insurance Agent to join our team. As a key member of our client acquisition and retention team, you will be responsible for developing and executing strategies to grow our business.

As a Financial Planner, you'll play a crucial role in educating clients about the value of proper financial planning. This is a unique opportunity to make a meaningful impact.Job FunctionThis is a part-time, hybrid role with offices in Makati and BGC, Philippines.Responsibilities:Educate clients on the importance of financial planning.Provide tailored...

Role and ResponsibilitiesThe Financial Wealth Planner will play a crucial role in helping individuals and families achieve their financial goals through comprehensive wealth management strategies. Key responsibilities include conducting thorough financial assessments, developing personalized financial plans, educating clients on financial products, and...

FWD Life Insurance Corporation is a dynamic and growing organization that offers a range of innovative insurance solutions. As a Financial Solutions Consultant, you will have the opportunity to work closely with our partnered bank's clients to deliver our products and services.Job OverviewYou will be responsible for driving sales performance, acquiring new...

Job DescriptionDMP INSURANCE (FWD PHILIPPINES) is currently seeking a talented Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will play a critical role in helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesClient Relationship Building: Build and...

Sun Life Financial is committed to being a leader in financial services. We seek a Service Delivery Transformation Lead to drive our Servicing Operations Transformation initiative.The successful candidate will possess strong project management skills and insurance industry expertise, enabling them to create a comprehensive roadmap for delivery in 2025.This...

Job DescriptionThis role sits within the Financial Accounting and Reporting (FAR) team who is responsible for a variety of reporting bases including IFRS, PFRS, and Statutory reporting.Perform tasks related to Finance implementation of IFRS 17 Insurance Contracts (assist in various system testing in relation to IFRS 17 implementation and data...

About the RoleWe are looking for an experienced Insurance Financial Advisor to help our clients make informed decisions about their financial futures. In this role, you will analyze personal financial data and create personalized plans to help clients achieve their financial objectives.

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

One Apex is a dynamic team of millennials and Gen Zs passionate about sharing financial literacy with every household. We believe in empowering individuals to take control of their financial futures.About UsWe're on a mission to change the way people feel about insurance.We're looking for like-minded individuals to join us in this journey.The RoleWe're...

Job OverviewFWD - Annapurna Branch is seeking a skilled Financial Freedom Specialist to join our team. This role offers the opportunity to work as a freelance financial planner, providing flexibility and unlimited income potential.

Role DescriptionThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

Job Description:The role of the General Accounting Specialist at EastWest Ageas Insurance is a dynamic position that involves managing the day-to-day tasks of the General Accounting team. Key responsibilities include ensuring accuracy in financial data recording, executing accounts payable and disbursements, and maintaining general ledger accounts.As a key...

Position: Life Insurance Broker/AgentEmployment Type: Full-time / Part-time / Commission-BasedAbout the Role:As a Life Insurance Broker/Agent, you will be responsible for helping clients secure their financial future by offering tailored life insurance solutions. You will assess their needs, provide expert advice, and guide them in choosing the best policies...

Accounting RoleThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.Key ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

Hybrid - Taguig 1-3 Yrs Exp Diploma FreelanceJob DescriptionDescriptionJoin Our Team as a Financial Wealth PlannerAre you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people's lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU...