Careers in Financial Services

1 day ago

Mandaluyong City, National Capital Region, Philippines beBeeWealth Full time ₱1,500,000 - ₱2,100,000

Financial Wealth Planners

The role of a Financial Wealth Planner is to provide personalized insurance and investment solutions to clients, helping them work towards their long-term financial goals. This involves lead generation, prospecting clients, creating life insurance proposals, and delivering tailored solutions to meet the unique needs of each client.

As a Financial Wealth Planner, you will have the opportunity to develop strong relationships with clients, understand their financial objectives, and provide expert advice on how to achieve those objectives. You will also be responsible for generating leads and prospecting clients through various channels, including social media and personal networks.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a strong understanding of financial products and services. You will also need to be self-motivated and disciplined, with a ability to work independently and manage your time effectively.

We are seeking driven and passionate individuals who are looking to launch or advance their careers in financial services. If you have a strong interest in finance and are eager to learn and grow, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Generate leads and prospect clients through various channels
  • Create life insurance proposals that meet the unique needs of each client
  • Deli...
  • Required Skills and Qualifications:
    • At least college level; fresh grads and undergrads are welcome
    • At least 6 months of relevant work experience
    • No prior insurance industry experience required
    • Sales experience is preferred but not required
    • Willing to undergo training and licensure exam
    • Willing to work remotely with a stable internet connection
    • Must have an iPad, smartphone, or Android tablet
    • Preferrable residing in NCR and CALABARZON for contingency
    • Strong social media presence is a plus

Benefits and Perks:

  • 100% remote work arrangement
  • Weekly pay
  • HMO and Life Insurance Coverage
  • Quarterly and Annual Local/Foreign Travel Incentives
  • Extensive Sales and Financial Management Training
  • Awards and Recognitions and Career Growth

  • Financial Freedom Career

    24 hours ago

    Mandaluyong City, National Capital Region, Philippines beBeeFinancial Part time $30,000 - $70,000

    Remote Sales Professional OpportunityWe are seeking self-motivated individuals to join our team as Financial Advisors. This opportunity is designed for people who want to earn extra income without sacrificing their work-life balance.The ideal candidate will be someone who:Values flexibility and autonomy in their work scheduleIs eager to learn and grow with...

  • Career Opportunities

    23 hours ago

    Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time ₱3,000,000 - ₱5,000,000

    Job Title: Financial ProfessionalThis is a remote position that requires a detail-oriented and proactive financial professional to support our financial operations, reporting, and compliance processes.About the Role:Maintain accurate financial records, including general ledger entries, journal entries, and reconciliations.Prepare and analyze monthly,...

  • Financial Career Specialist

    2 days ago

    Makati City, National Capital Region, Philippines beBeeCareer Full time ₱3,000,000 - ₱6,000,000

    About the RoleA Financial Career Specialist is a key player in helping clients achieve their financial objectives. This role involves identifying new business opportunities, nurturing relationships with existing clients, and expanding the client network through strategic marketing initiatives.Key ResponsibilitiesDeliver exceptional customer service by...

  • Career Opportunities in Financial Services

    2 weeks ago

    Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱300,000 - ₱600,000

    Job DescriptionAs a Financial Advisor, you will provide expert guidance to clients on their financial planning and advisory services. You will be responsible for analyzing their financial status, developing tailored financial plans, advising on investments, and offering retirement planning services.Key ResponsibilitiesFinancial Planning and Advisory...

  • Customer Service Representative

    2 days ago

    Caloocan City, National Capital Region, Philippines Spring Financial Full time

    OverviewJoin to apply for the Customer Service Representative role at Spring Financial.This is a full-time permanent, overnight, work-from-home position.Compensation & BenefitsMonthly Salary: ₱25,200-₱32,000Monthly Employee Recognition Awards up to ₱4,000Internet Reimbursement up to ₱2,000 Per MonthAnnual Paid Company OutingPaid Time Off Up to 8...

  • Accountant/Financial Data Analyst

    1 week ago

    Quezon City, National Capital Region, Philippines Cyberbacker Careers Full time

    Join to apply for the Accountant/Financial Data Analyst role at Cyberbacker Careers.OverviewThe Accountant / Financial Data Analyst is a critical role that combines traditional accounting duties with advanced financial analysis to support FoodHub, Ultra, and BMSG Medical Practice. This position is responsible for maintaining accurate financial records while...

  • Senior Financial Analyst

    3 days ago

    Quezon City, National Capital Region, Philippines Manulife Financial Full time

    OverviewThe Senior Financial Analyst plays a key role in supporting the accounting and reporting processes for the WAM Private Markets Legal Entity Reporting team. This role is responsible for ensuring the accuracy of financial information flowing into the General Ledger, which supports various management reports and financial decision-making. The position...

  • Build Your Career as a Financial Consultant with Pru Life UK

    1 week ago

    Mandaluyong City, National Capital Region, Philippines Michael Oliver De Asis Insurance Services Inc. Full time ₱500,000 - ₱1,000,000 per year

    Job Description: Financial ConsultantAs a Financial Consultant at Pru Life UK, you will play a vital role in helping individuals and families secure their financial future. You'll guide clients in making informed financial decisions, offering solutions that match their goals, values, and lifestyle. Key ResponsibilitiesUnderstand Client Needs – Meet with...

  • A Career in Financial Sales

    6 hours ago

    Makati City, National Capital Region, Philippines beBeeCareer Full time ₱1,500,000 - ₱2,500,000

    Financial Sales Associate RoleWe are seeking a skilled Financial Sales Associate to play a crucial role in providing life insurance solutions to our clients.This is a key position that requires excellent interpersonal and communication skills, as well as the ability to work closely with branch sales and service teams to deliver innovative product...

  • Financial Services Representative

    24 hours ago

    Mandaluyong City, National Capital Region, Philippines beBeeAppointment Full time ₱624,218 - ₱924,318

    Key Responsibilities:The Appointment Setter will be responsible for connecting potential clients with financial advisors through strategic communication and relationship-building. This role offers a unique blend of sales and customer service, with performance-based incentives that reward your success.Key responsibilities include conducting cold outreach to...