Insurance Financial Advisor

On-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role as a Financial Advisor at Top Global Summit Life Insurance Agency located in Mabalacat. The Financial Advisor will be responsible for financial planning, retirement planning, providing...

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...

Job DescriptionOur ideal candidate will possess excellent communication and problem-solving skills, with the ability to navigate complex financial situations and provide creative solutions. They will also be well-organized, proactive, and self-motivated, with a keen eye for detail and a passion for staying up-to-date with industry developments.Help clients...

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...

Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Top Global Summit Life Insurance Agency. The successful candidate will be responsible for providing financial planning, retirement planning, and investment management services to clients.The ideal candidate will possess strong analytical and problem-solving skills, excellent...

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...

Financial Planning RoleThis full-time on-site position as a Financial Advisor involves developing and implementing personalized financial plans for clients. The role requires a deep understanding of financial markets, investments, and retirement planning strategies.To succeed in this position, you will need to possess strong financial planning and finance...

Key ResponsibilitiesAs a Financial Wealth Planner at DMP INSURANCE (FWD PHILIPPINES), you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies. Your key responsibilities will include conducting thorough financial assessments, developing personalized financial plans,...

FWD Group is a leading pan-Asian life and health insurance business with a strong presence in 10 markets. The company is looking for a skilled accounting professional to join its Financial Accounting and Reporting team.Responsibilities:Perform tasks related to Finance implementation of IFRS 17 Insurance Contracts.Coordinate with local team, Group office and...

Looking for a side hustle that offers high income potential and time flexibility?What we do as a Financial Advisor?Attend online trainingsWFH set upDo client presentationsUnlimited commissions and incentivesEnjoy local and international travelsPotential income 20K to 100KQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year...

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 SummaryWe are seeking a strategic financial advisor to join our team at General Motors of Canada.Main ResponsibilitiesDevelop and implement financial strategies to drive business growth and profitability.Analyze business data to identify trends and areas for improvement.Collaborate with cross-functional teams to address financial and operational...

The successful candidate will be responsible for preparing policy data for quarterly IFRS17 Tool pack run, ensuring accuracy and completeness. They will also ensure required reconciliations between IFRS accounting rules system, ledger and disclosures are completed.Requirements:Bachelor's degree with major in Accountancy.CPA (preferred) and relevant...

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.

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...

Accounting SpecialistThis role supports the General Accounting Manager in managing day-to-day tasks, ensuring accuracy in financial data and transactions.The General Accounting Specialist executes specific accounting functions, such as accounts payable and disbursements, accounts receivable, and fixed asset accounting.Main Responsibilities:Ensure accurate...

Financial Accounting and Reporting Associate ManagerApply locations Philippines - BGC Taguig time type Full time posted on Posted 30+ Days Ago job requisition id R-0021944About FWD GroupFWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in...

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...

This role is part of the Financial Accounting and Reporting team at FWD Group, a pan-Asian life and health insurance business with over 12 million customers across 10 markets. The team is responsible for various reporting bases including IFRS, PFRS, and Statutory reporting.Key Responsibilities:Perform tasks related to Finance implementation of IFRS 17...

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...