Insurance and Investment Advisor
1 week ago
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 Responsibilities- Develop and implement strategies to establish and maintain strong relationships with our bank partners.
- Act as the primary point of contact for sales and marketing activities in assigned areas, ensuring effective communication and brand representation.
- Collaborate with cross-functional teams to develop and deliver compelling client presentations and close deals.
- Provide exceptional after-sales servicing to existing clients, addressing their needs and concerns promptly.
- Mentor and support team members on branch engagement and sales goal attainment, promoting a collaborative and results-driven environment.
- College graduate with at least 6 months of experience in a similar role within the financial services industry.
- Possess active Traditional and VUL licenses.
- Able to work on-site as required.
- Competitive compensation package, including salary and benefits.
- Makati - Rufino
- Legazpi - LTC
- Cebu Business Center
- P. Wealth – Binondo
- P. Wealth – Bacolod / Iloilo
- P. Wealth – Greenhills / Q. Ave
- P. Wealth – San Fernando
- P. Wealth - Alabang
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Insurance and Investment Advisor
1 week ago
Manila, National Capital Region, Philippines MANULIFE PHILIPPINES Full timeWe are a leading provider of financial services, offering a wide range of insurance, investment, and retirement solutions to individuals, families, and businesses. Our mission is to help people make their decisions easier and live better.Job RequirementsWe are seeking a skilled Financial Advisor to join our team in Metro Manila or anywhere in the...
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Financial Advisor
2 weeks ago
Manila, National Capital Region, Philippines 153 Life Insurance Agency Full time2 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...
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Investment Advisor
7 days ago
Manila, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeJoin 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...
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Life Insurance Career Advisor
6 hours ago
Manila, National Capital Region, Philippines Prime Summit Life Insurance Agency Full timeAre you looking for a new challenge in your career? Do you want to make a difference in people's lives by helping them achieve their financial goals?Prime Summit Life Insurance Agency is hiring a Life Insurance Career Advisor to join our team. As a Career Advisor, you will work closely with clients to understand their financial needs and develop personalized...
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Financial Advisor
7 days ago
Manila, National Capital Region, Philippines Sun Life Philippines Full timeCompany 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,...
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Insurance Career Opportunities
21 hours ago
Manila, National Capital Region, Philippines JOHN LEMUEL M CARINO - INSURANCE AGENT Full timeAward-winning JOHN LEMUEL M CARINO - INSURANCE AGENT is seeking highly skilled and ambitious individuals to fill the role of Financial Advisor. This is an exceptional opportunity for recent graduates to embark on a fulfilling career in the financial sector.**Job Summary:Deliver customized financial solutions to clients, encompassing investment advice,...
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Insurance and Investments Advisor
7 days ago
Manila, National Capital Region, Philippines Sun Life Philippines Full timeAt 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...
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Investment Career Opportunity
20 hours ago
Manila, National Capital Region, Philippines Financial Advisor Part timeWhy Choose This Opportunity?This is a unique chance to pursue a career in finance while maintaining your existing work commitments. As a Financial Advisor, you will have the flexibility to work from home and earn unlimited commissions and incentives.Your Skills and QualificationsYou must be a college graduate with a 4-year degree.You should be willing to...
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Life Insurance Advisor
7 days ago
Manila, National Capital Region, Philippines Pru Life UK Full timeJob 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...
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Sun Life Financial Advisor
2 weeks ago
Manila, National Capital Region, Philippines Sun Life Philippines Full timeSun 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...
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Financial Advisor
3 weeks ago
Manila, National Capital Region, Philippines PRU LIFE UK Part timePosition 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,...
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Part-Time Insurance Advisor Opportunity
21 hours ago
Manila, National Capital Region, Philippines Michael Oliver De Asis Insurance Services Inc. Part timeWe are a dynamic team at Michael Oliver De Asis Insurance Services Inc. seeking a highly skilled and driven individual to take on the role of Part-Time Insurance Advisor. As a remote worker, you will have the flexibility to manage your schedule and work environment, allowing for greater work-life balance.This opportunity presents a unique chance to develop...
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Investment Advisor
1 week ago
Manila, National Capital Region, Philippines Millennial Financial Advisors Full timeMission 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...
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Senior Insurance Advisor Role
21 hours ago
Manila, National Capital Region, Philippines Teemwork Full timeAbout the RoleWe are seeking a highly skilled and experienced Insurance Unit Manager to join our team at Teemwork. The successful candidate will be responsible for leading a team of insurance advisors, ensuring sales targets are met, and providing expert advice on insurance policies to clients.Main ResponsibilitiesTeam Oversight:Oversee a team of insurance...
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Insurance Agent
21 hours ago
Manila, National Capital Region, Philippines JOHN LEMUEL M CARINO - INSURANCE AGENT Full timeWe are seeking dynamic and motivated individuals to join our team as Financial Advisors. This is an excellent opportunity for recent graduates to kickstart their career in the financial industry and build a rewarding future.Responsibilities:Client Consultation: Conduct one-on-one consultations with clients to understand their financial goals and risk...
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Pension Insurance Advisor
5 days ago
Manila, National Capital Region, Philippines Cognizant Technology Solutions Philippines Inc. Full timeThe 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...
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Investment Banking Specialist
20 hours ago
Manila, National Capital Region, Philippines Investment and Capital Corporation of the Philippines Full timeAt Investment and Capital Corporation of the Philippines, we are seeking a skilled Investment Banking Associate to join our dynamic team.The ideal candidate will assist in all tasks necessary for the successful execution of investment banking deals, particularly financial advisory engagements, debt and equity capital market transactions, and investment...
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Investment Banking Associate
21 hours ago
Manila, National Capital Region, Philippines Investment and Capital Corporation of the Philippines Full timeThe successful candidate shall assist in all tasks necessary for the successful execution of investment banking deals, particularly, financial advisory engagements, debt and equity capital market transactions and investment research assignments. He/she shall also assist in business development activities, including prospecting, preparation and delivery of...
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Finance and Investment Accountant
21 hours ago
Manila, National Capital Region, Philippines W Group, Inc. Full timeThe Finance and Investment Accountant oversees the monitoring, analysis, and growth of the company's financial assets and investments.Qualifications:Bachelor's degree in Finance, Accounting, Economics, or a related field.At least three (3) years of experience in audit, accounting/fund accounting, investment banking, or capital markets.Strong understanding of...
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Insurance Development Specialist
2 days ago
Manila, National Capital Region, Philippines Pioneer Your Insurance Full timeAbout 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...