Personal Financial Coach

Do you have a passion for helping others achieve financial security? We are seeking a dedicated Financial Wealth Planner to join our team at PruLife UK- Team Christine!About the JobAs a Financial Advisor, you will be responsible for guiding clients in making informed financial decisions by providing expert advice on financial planning, investments,...

We are seeking a highly skilled Personal Finance Expert to join our team at Orion Summit Life Insurance Agency Inc. - Team Justine.ResponsibilitiesA Personal Finance Expert is responsible for providing expert financial guidance to clients, including:Assessing clients' financial situations and developing personalized financial plans.Providing education and...

JHL Financial Solutions is a leading provider of insurance and financial services, seeking a skilled Financial Services Specialist to join our team.Key ResponsibilitiesAnalyze client financial data to identify areas for improvement and develop personalized financial plans.Recommend and implement investment strategies to meet client goals and risk...

Prulife UK - Team Niko is seeking a highly motivated Personal Finance Specialist to join our team. In this role, you will be responsible for developing and implementing personalized financial plans for our clients, while also maintaining strong relationships with them.Responsibilities:Develop and implement financial plans that meet clients' needs and...

Role DescriptionThe Licensed Financial Consultant is responsible for providing expert financial guidance to individuals, families, and businesses, helping them achieve their financial objectives and secure their financial futures. The ideal candidate will have excellent communication and interpersonal skills, as well as a deep understanding of financial...

About the OpportunitySun Life Financial is committed to building a world-class sales organization that delivers exceptional results. As a Cluster Head, you will play a critical role in driving business growth and expansion in your assigned region.The successful candidate will be a seasoned professional with a proven track record of success in sales...

Job DescriptionSun Life Financial is seeking a skilled and experienced leader to fill the role of Cluster Head. As the key representative for Sun Life in this region, the successful candidate will be responsible for leading and managing the sales function to drive business growth and expansion.The ideal candidate will possess strong leadership skills, with...

About the RoleWe are looking for a detail-oriented Financial Planner to help our clients achieve their financial goals. As a key member of our team, you will be responsible for creating personalized financial plans that cater to each client's unique needs and risk tolerance.Key TasksConduct thorough assessments of clients' financial situations and develop...

Job SummarySun Life Financial is seeking a highly motivated and experienced sales leader to fill the role of Cluster Head. The successful candidate will be responsible for leading and managing the sales function to drive business growth and expansion in their assigned region.The ideal candidate will possess strong leadership skills, with the ability to...

Key ResponsibilitiesDevelop and implement coaching and feedback skills to improve employee performance.Utilize knowledge of reporting tools, such as Financial Snapshots, to inform training decisions.Able to work on US Shift timings and onsite in Quezon City.

Personal Loans Acquisitions and Portfolio AnalystPL Acquisitions and Portfolio AnalystJOB SUMMARY:The key responsibility is to provide Analytics and Data Science support to the Consumer Business Sector's portfolio in the area of balancing Risk-Reward to open up business growth opportunities and transformational initiatives.Specific Duties &...

We are seeking a skilled Personal Finance Consultant to help individuals and businesses achieve their financial goals.The successful candidate will have a bachelor's degree and be able to educate clients on wealth management and savings strategies, assess their insurance needs, and recommend suitable policies.Working Location:Our office is located in a...

About the RoleSun Life Financial is committed to building a world-class sales organization that delivers exceptional results. As a Cluster Head, you will play a critical role in driving business growth and expansion in your assigned region.The successful candidate will be a seasoned professional with a proven track record of success in sales leadership. They...

We are seeking a skilled Financial Planner to join our team at Pru Life UK - Team Rhod.About the RoleThe ideal candidate will have strong analytical skills and be able to assess clients' financial needs, goals, and risk tolerance.Developing customized financial plans, including investments, insurance, and retirement strategies, is also a key aspect of this...

Working at PruLife UK - Team CelynWe are open to fresh graduates and career shifters passionate about helping others achieve financial security. If the position requires working overseas, please exercise caution and beware of potential fraud.Client Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct...

What You'll DoIn this role, you will be responsible for preparing work files, journals, and reconciliations for accurate financial closing, as well as assisting in the preparation of annual financial statements, collaborating with auditors, and generating insightful reports for key stakeholders.You will also manage corporate tax returns, BAS, FBT, and...

What We OfferA dynamic and supportive work environment.The opportunity to work with a leading life insurance company.A competitive salary and benefits package.We value professionalism, integrity, and excellent communication skills. If you possess these qualities and are looking for a new challenge, please submit your application.

Accounting ObjectivesThe Accounting Supervisor will ensure that accounting and financial objectives are met, and all operations are in compliance with legal regulations. This includes orienting and training new accounting employees, designing employee schedules, coaching, counseling, mentoring, and disciplining employees.

About the JobWe're looking for a skilled professional to manage new personal account set up for mortgage products and handle subsequent requests once the account has been opened.Job Description:This role involves managing mortgage and non-financial transactions, ensuring accuracy and timeliness, and collaborating with business units to address product and...

Financial Planning CareerIf you are looking for a challenging and rewarding career in financial planning, we encourage you to apply for this role.About the JobWe require an individual who can work independently and as part of a team.We need someone who can communicate effectively with clients.We require an individual who can analyze financial data and make...