Financial Services Representative

Job SummaryWe are seeking a highly motivated Financial Services Representative to join our team at Tamaray People Solutions Corporation. As a Financial Services Representative, you will be responsible for building and maintaining relationships with clients, providing them with expert advice on financial services, and identifying opportunities to grow our...

Company OverviewSun Life Grepa Financial is a leading provider of insurance and financial services.About the RoleWe are seeking a highly motivated Bancassurance Sales Officer to join our team in Cavite.The successful candidate will be responsible for:Developing and maintaining relationships with bank branch personnel.Analyzing data, preparing reports, and...

As a member of Manulife's Individual Wealth and Insurance Solutions team, you'll collaborate with independent financial advisors nationwide to offer innovative wealth management and financial protection solutions.This role involves assisting our large groups, national accounts, and independent advisors in processing new life insurance applications. Key...

At Sun Life, we're passionate about helping our Clients achieve their financial goals. As a Client Service Representative, you'll play a key role in delivering exceptional service to our Clients, ensuring they receive the support they need to thrive.As part of our team, you'll be responsible for receiving payments, checking application completeness, and...

Financial Services Representative:">We are seeking a highly skilled Financial Services Representative to join our team.">About the Role:">In this critical position, you will be responsible for developing and delivering compelling presentations, proposals, and product demos to drive sales and revenue growth.">Main Responsibilities:">">Develop and deliver...

Sun Life Grepa Financial, Inc. Company OverviewHistory of ExcellenceSun Life Grepa Financial, Inc. has built a reputation for delivering exceptional financial solutions through its bancassurance, agency, and group account channels. Our team is committed to providing customers with personalized support.The Job DescriptionYour key responsibilities will...

About UsManulife Financial Corporation is a leading international financial services provider dedicated to helping people make informed decisions and improve their lives.Job OpportunityWe are seeking a Director of Financial Services to join our team and drive the growth of our Agency channel by attracting and onboarding top performing Financial Advisors and...

Are you passionate about delivering exceptional customer experiences?Do you have a strong background in customer service or administrative functions?As a Client Journey Assistant at Sun Life Grepa Financial, Inc., you will play a critical role in supporting our Bancassurance Sales team and ensuring seamless customer interactions.Responsibilities...

Role SummaryWe are seeking an experienced Insurance Agent to join our team at J-K Network Services. As an Insurance Agent, you will be responsible for assessing clients' financial situations and providing them with personalized insurance solutions.Key AccountabilitiesTo conduct thorough needs analysis of clients to identify their insurance requirements.To...

About the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at LeadAdvisors in the U.S. As a leading financial institution, we are dedicated to providing exceptional financial services to our clients.A Financial Services Representative plays a vital role in delivering comprehensive financial guidance and...

What We OfferAs a valued member of our team, you will enjoy a range of benefits and opportunities for growth and development.Benefits:Competitive SalaryGrowth OpportunitiesFlexible Work ArrangementsProfessional DevelopmentHealth and Wellness BenefitsOther Perks:Diverse and Inclusive Work EnvironmentSupportive ColleaguesOpportunities for Growth and...

About UsJ-K Network Services is a leading provider of insurance solutions, committed to delivering exceptional service and support to our clients. With 27 years of industry experience, we have established ourselves as a trusted partner for individuals and businesses alike.Our TeamWe pride ourselves on having a talented team of professionals who share our...

**Job Description:**We are seeking a Financial Services Representative to join our team. As a representative, you will be responsible for selling our financial services and loan products to potential clients.**Key Responsibilities:**Outbound Sales: Initiate phone calls to potential clients.Inbound Sales: Handle incoming calls from potential clients.Client...

Job Overview: As a Financial Management Coordinator, you will play a critical role in ensuring the financial stability and success of Toyota Financial Services. Your responsibilities will include facilitating planning sessions, drafting corporate plans, and coordinating budget deliberations.Key Tasks:Facilitate planning sessions to align organizational...

Job SummaryThe Finance Officer role at Manulife Financial is a key position that requires strong accounting and management skills, as well as tax and audit expertise. The successful candidate will be responsible for ensuring that all financial records are maintained in accordance with company policies and regulatory requirements.Key ResponsibilitiesCash...

Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at UnionBank Financial Services and Insurance Brokerage Inc. (UFSI). In this role, you will be responsible for providing sales support by designing and implementing process improvements.About the RoleThis is a mid-senior level full-time position that requires strong...

Key Responsibilities:The Client Services Representative (Financial Sector) will facilitate transactions and expansion of client dealings thru the utilization of existing and new client credit facilities per account plan to contribute to the achievement of the Team's goals. This involves communication with clients and internal units on a daily basis via...

We are currently seeking a skilled Financial Services Representative to join our team at UnionBank of the Philippines.About the Role:This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and driving sales growth.The successful candidate will be responsible for contacting customers via call and...

Caldwell Communications is seeking a talented Financial Services Representative to assist customers with their financial needs. As a key member of our team, you will be responsible for processing financial transactions, providing clear and helpful information to customers, and supporting the team in ensuring smooth operations and customer...

Bright Sourcing Services is a dynamic company seeking enthusiastic and motivated individuals to join our team as Virtual Customer Service Representatives. This role offers an exciting opportunity for individuals looking to work from home and develop their customer service skills, without prior experience requirements.About the RoleAs a Virtual Customer...