Financial Inclusion Advisor
4 days ago
- You will investigate leads to identify potential customers and develop strategies to resolve their financial difficulties.
- You will negotiate with customers to find mutually beneficial solutions and provide ongoing support throughout the process.
- You will maintain accurate records and reports to track customer interactions and progress.
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Financial Advisor
1 day ago
Makati City, National Capital Region, Philippines PruLife UK - Team Arnel Full timeFinancial AdvisorPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionFinancial Advisor - PRU LIFE UK Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide...
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Strategic Financial Advisor
2 days ago
Makati City, National Capital Region, Philippines ENGINEERINGUK Full timeAbout the CompanyMace is an engineering and consulting company that specializes in infrastructure, buildings, and transportation projects. We have a long history of delivering complex and innovative solutions to our clients.We are committed to creating a positive and inclusive work environment, where our employees feel valued and supported. Our values of...
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Lead Financial Advisor Role
7 days ago
Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full timeAbout Double Dragon Life Insurance AgencyWe aim to provide clients with comprehensive financial solutions, helping them secure their future and achieve their goals.Job Summary:This senior role involves managing a team of financial advisors to drive business growth, while continuously providing expert advice to clients on various financial matters.Key...
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Financial Planning Professional
4 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeThe Advisor Hub is committed to providing exceptional service to our clients, and we're looking for a dedicated Financial Consultant to help us achieve this goal.Responsibilities Include:Assisting clients in developing comprehensive financial strategies.Presenting and explaining insurance options to clients.Evaluating clients' financial situations to offer...
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Financial Advisor
4 weeks ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...
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Financial Services Advisor
4 days ago
Makati City, National Capital Region, Philippines China Bank PH Full timeChina Bank PH invites applications for the Financial Services Advisor position, which involves providing expert advice on financial matters.The successful candidate will have a degree in BS Accountancy, Internal Audit, or any Accounting-related courses.Key skills required for the position include:Knowledge of financial regulations and lawsStrong...
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Financial Advisor
3 weeks ago
Mandaluyong City, National Capital Region, Philippines Titanium 2 Life Insurance Agency Inc Part timeDid you know that a career as a Financial Advisor is ranked as the top choice among the 10 Best-Paying Jobs for Millennials and Gen Z? If you're curious about stepping into this rewarding role, I have exciting news We are part of the fast growing team of Financial Advisors with more than 1000 members and currently expanding our team Are you ready to embark...
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Financial Advisor
3 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeManulife Financial Corporation is a leading international financial services provider, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. With our global headquarters in Toronto, Canada, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2023, we had more than...
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Wealth Advisory Services
4 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeWe are seeking a highly motivated Financial Consultant to help drive our business forward at The Advisor Hub.Key Responsibilities:Developing and implementing customized financial plans for clients.Providing expert guidance on insurance products and services.Conducting thorough financial analyses to identify opportunities for growth.Company Overview:The...
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Financial Advisor
3 days ago
Makati City, National Capital Region, Philippines PruLife UK - Team Celyn Part timeHybrid - Makati Fresh Graduate/Student Bachelor Part-timeJob DescriptionDescriptionClient Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct financial needs analysis to understand clients' goals and risk tolerance.Provide ongoing support and updates to clients as their financial situations evolve.Financial...
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Financial Consultant/Advisor
3 days ago
Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full timePru Life UK - ORSLIAHybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and...
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Wealth Management Advisor
3 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeAs a Financial Advisor at Manulife Philippines, you will have the opportunity to work with a diverse range of clients, each with unique financial goals and challenges. With our comprehensive training program, you will gain the skills and knowledge necessary to deliver personalized solutions that meet their needs.Why Join Us?We offer a supportive and dynamic...
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Financial Advisor
17 hours ago
Mandaluyong City, National Capital Region, Philippines Axis Life Insurance Agency Inc. - PRU LIFE UK Full timeAxis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...
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Part-time Financial Advisor
4 weeks ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part timePosition: Part-time Financial Advisor / Insurance AgentLocation: Makati, Metro ManilaCompany: Wolf Summit Life Insurance Agency - Pru Life UKKey Responsibilities:Client Financial Assessment & PlanningIdentify client financial goals and provide customized insurance and investment solutionsEducate clients on financial literacy, wealth management, and risk...
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Financial Inclusion Assistant
2 days ago
Quezon City, National Capital Region, Philippines Good Neighbors International Philippines Branch Inc Full timeRole Summary:The Financial Inclusion Assistant is responsible for supporting the development and implementation of our microfinance programs at Good Neighbors International Philippines Branch Inc. This role involves assisting in loan processing, monitoring cooperative development, and coordinating with finance teams to ensure timely collection of receipts...
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Financial Advisor
2 weeks ago
Quezon City, National Capital Region, Philippines Manulife Philippines Full timeBasically, the job is to find people who will purchase insurance and profit from it. The benefit of this job is that you can earn a limitless amount of money, the sky's the limit. In addition, you will receive a license, establishing you as a credible salesperson. You will also be eligible to a 40% commission rate on all policy plans. You will receive free...
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Money Management Specialist
4 days ago
Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full timeAt The Advisor Hub, we believe that our clients deserve the very best advice and support in navigating the complex world of finance.Job Summary:This is an excellent opportunity for a Financial Consultant to join our dynamic team and contribute to our mission of delivering exceptional financial services to our clients.Key Requirements:Bachelor's degree in...
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Insurance Financial Advisor
4 days ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part time6 days ago Be among the first 25 applicantsDirect message the job poster from Wolf Summit Life Insurance AgencyJunior Unit Manager | Premiere Licensed Financial Advisor | CIA | Actively hiring part-timers/full-timer goal diggersCompany DescriptionWolf Summit Life Insurance Agency aims to spread financial literacy and build trust with clients through...
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Virtual Financial Expert Advisor
6 days ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeWe are seeking a highly skilled and motivated individual to join our team as a Virtual Financial Consultant.Your primary responsibility will be to provide expert financial advice and guidance to clients via digital platforms.
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Investment Advisor
3 days ago
Makati City, National Capital Region, Philippines PruLife UK - Team Celyn Part timeKey ResponsibilitiesThis is an exciting opportunity to participate in training programs to stay updated on financial products, market conditions, and industry regulations. You will obtain necessary certifications and licenses to practice as a financial advisor, while maintaining a strong focus on analytical and problem-solving skills to assess client needs...