Financial Services Advisor
1 month ago
- Assess clients' financial needs and provide tailored insurance solutions.
- Recommend investment strategies and monitor client portfolios to ensure optimal returns.
- Conduct market research to stay informed about industry trends and regulatory standards.
- Build and maintain strong client relationships through exceptional customer service and education on financial products.
Prerequisites: Knowledge of financial markets, regulatory standards, and excellent communication skills.
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WFH Insurance Advisor
1 month ago
Makati City, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full timeJob Title: WFH Insurance AdvisorAbout the Role:We are seeking a highly motivated and results-driven WFH Insurance Advisor to join our team at Team Ives - Virtual Insurance Advisor. As a WFH Insurance Advisor, you will be responsible for providing exceptional customer service and selling insurance products to clients.Key Responsibilities:Provide customer...
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Virtual Insurance Advisor
1 week ago
Makati City, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full timeAt Team Ives, we are committed to providing our clients with exceptional service and support. As a Virtual Insurance Advisor, you will play a vital role in helping us achieve this goal.Job SummaryWe are seeking a highly motivated and results-driven individual to join our team as a Virtual Insurance Advisor. This is an exciting opportunity for someone who is...
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Financial Services Representative
1 week ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...
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Financial Solutions Advisor
3 weeks ago
Quezon City, National Capital Region, Philippines Talent Outsourcing Channel Solutions Full timeJob OverviewWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Talent Outsourcing Channel Solutions.
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Strategic Financial Analyst and Advisor
3 weeks ago
Mandaluyong City, National Capital Region, Philippines ABSI Full timeAbout the Role:ABSI is seeking a highly skilled Strategic Financial Analyst and Advisor to join our team. As a key member of our finance department, you will be responsible for providing timely, accurate, and relevant financial information to management and stakeholders.In this role, you will act as a trusted advisor to business partners and management,...
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Financial Services Advisor
1 month ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeJob Overview:We are seeking a highly motivated and experienced Financial Services Representative to join our team at LeadAdvisors in the U.S.This is a leading financial institution dedicated to providing excellent financial services to our customers.Key Responsibilities:Handle inbound inquiries from U.S. consumers about personal financing.Efficiently...
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Financial Service Consultant
4 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full timeSun Life Grepa Financial Inc. is a renowned financial services provider seeking an experienced Financial Service Consultant.As a key member of our team, you will be responsible for undertaking financial planning interviews using structured presentation processes and fact-finding materials.Key responsibilities include:Analyzing client needs and preparing...
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Financial Services Manager
2 months ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeJob Title: Affinity Financial OfficerAt Sun Life Grepa Financial, Inc., we are seeking a highly skilled and motivated Affinity Financial Officer to join our team.Key Responsibilities:Develop and implement effective sales strategies to promote and market our life insurance products to seafarers.Provide financial planning services to clients, identifying their...
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Senior Financial Services Specialist
4 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...
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Financial Leadership Opportunity for Growth
3 weeks ago
Makati City, National Capital Region, Philippines Bullish Advisors Agency Full timeLead a Dynamic Team to SuccessAt Bullish Advisors Agency, we're seeking a driven Unit Head Associate to spearhead our growth and development efforts. As a key member of our team, you'll have the opportunity to build and grow your own team of financial advisors, leveraging your leadership skills to drive sales and expand our client base.About the RoleAs a...
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Tax Advisor
1 month ago
Makati City, National Capital Region, Philippines Solid Lyndelle Manpower Services Inc. Full timeJob SummaryAt Solid Lyndelle Manpower Services Inc., we are seeking a highly skilled Tax Advisor to provide legal advice and representation on a wide range of tax-related matters. The ideal candidate should have excellent verbal and written communication skills, as well as strong analytical and problem-solving abilities. Key Responsibilities:• Provide tax...
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Financial Services Representative
1 week ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeAbout the Job:We seek a highly motivated and experienced Financial Services Professional to join our team in the U.S. as a Credit Collection Specialist, working for a leading financial institution dedicated to providing excellent financial services to its clients.A Credit Collection Specialist plays a crucial role in providing clients with comprehensive...
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Business Expertise Advisor
1 week ago
Makati City, National Capital Region, Philippines Nityo Infotech Services Philippines Full timeAbout Nityo Infotech PhilippinesNityo Infotech Services Philippines is a reputable company seeking an experienced Business Expertise Advisor. This role offers the opportunity to work in Makati City with an onsite reporting setup, requiring a morning shift schedule.The salary for this position is PHP 40,000, accompanied by complete benefits. Job...
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Senior Financial Services Representative
3 weeks ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeAbout the Opportunity:LeadAdvisors is a leading financial institution dedicated to providing excellent financial services to our customers. We seek an experienced and highly motivated Financial Services Representative to join our team in the U.S.A Financial Services Representative plays a crucial role in providing clients with comprehensive financial...
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Senior Financial Leadership Opportunity
1 week ago
Makati City, National Capital Region, Philippines Bullish Advisors Agency Full timeLead a Team, Build a BusinessYou'll be responsible for leading a dynamic team of financial advisors, driving sales growth, and delivering outstanding client service. With our top-notch training program, you'll have the skills and resources to succeed as a leader in the industry.About the RoleIn this exciting opportunity, you'll oversee a team of motivated...
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Senior Cloud Architect
1 month ago
Makati City, National Capital Region, Philippines Elemnta Full time### Company OverviewElemnta is a software development company founded in 2018 in Sydney, Australia. We specialize in providing financial services solutions and digital applications to the financial industry. Our core focus is to connect, integrate, and transform businesses for the best-in-class digital experience.### Salary RangeThe estimated salary for this...
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Customer Experience Manager
1 week ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleSun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines.The company offers financial protection products through its agency, bancassurance, and group account channels.Job DescriptionYour key responsibilities will include:Delivering exceptional after-sales services to ensure utmost...
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Expert Corporate Tax Advisor
1 week ago
Makati City, National Capital Region, Philippines Solid Lyndelle Manpower Services Inc. Full timeJob Overview">This position is part of a global network of professional firms providing Audit, Tax and Advisory services.">About the Role">We are seeking a highly skilled Tax Lawyer to join our team. As an Expert Corporate Tax Advisor, you will provide legal advice and representation to clients on a wide range of tax-related matters.">Your Key...
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Financial Advisor
3 weeks ago
Quezon City, National Capital Region, Philippines NeksJob Full timeCompany OverviewNeksJob is a leading company that values customer satisfaction and employee growth. SalaryThe estimated annual salary for this position is $45,000-$60,000, depending on experience and qualifications. Job DescriptionWe are seeking a highly skilled Financial Account professional to join our team. As a customer service agent, you will respond to...
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Senior Financial Leadership Role
1 week ago
Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full timeFinancial Planning and Leadership PositionWe are seeking an experienced financial professional to lead a team of financial advisors. This role involves managing a team, working with clients to achieve their financial goals, and driving business initiatives.About the RoleJob Summary: We are hiring a senior financial leader who can manage a team of financial...