Financial Services Consultant
2 days ago
Company Overview
J-K Network Services is a leading insurance company with a history of 27 years in the financial holding industry. We specialize in life insurance and aim to be one of the top financial institutions in Asia.
Salary and Benefits
The Insurance Specialist role offers a competitive salary range of Php25,000 – Php30,000. In addition to the basic pay, employees are entitled to meal and transportation allowances, as well as government-mandated benefits such as HMO, sick leave credit, and vacation leave.
Job Responsibilities
- To assess clients' financial situations, current coverage, and long-term goals to determine their needs.
- To conduct meetings with clients to discuss their insurance needs and assist with the application process.
- To regularly review policies to ensure they are still suitable for the client's needs.
- To keep clients informed of any changes to their insurance policies.
- To clearly explain insurance coverage options and make recommendations based on the client's needs.
Requirements
To be successful in this role, you should have:
- A Bachelor's Degree holder.
- At least 5 years of work experience in processing insurance, preferably in HMO or financial roles.
- Experience working in the insurance industry or finance sector.
- Excellent communication and interpersonal skills.
Recruitment Process
The recruitment process involves an initial interview, final interview, and job offer. Face-to-face interactions are preferred, and we encourage applicants to be amenable to on-site work arrangements.
-
Financial Expert Seeking Remote Opportunity
18 hours ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Full timeJob DescriptionWe are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants. In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals.You will engage with clients virtually, leveraging digital platforms to build strong relationships...
-
Senior Financial Management Consultant
4 weeks ago
Quezon City, National Capital Region, Philippines Nityo Infotech Full timeNityo Infotech: A Premier IT Solutions ProviderWe are seeking a highly skilled Senior Financial Management Consultant to join our team. As a key member of our finance department, you will be responsible for providing expert guidance on financial management systems and processes.Key Responsibilities:Design and implement efficient financial management...
-
Quezon City, National Capital Region, Philippines Lexie staffing business consulting Full timeCompany OverviewLexie Staffing Business Consulting is a leading provider of business consulting services, with a strong focus on customer satisfaction and financial excellence.
-
Financial Services Representative
2 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the OpportunitySun Life Grepa Financial, Inc. is a leading provider of financial protection products in the Philippines.Key Responsibilities Include:Deliver exceptional customer service to ensure high levels of satisfaction and loyalty.Maintain accurate records of production and activities, demonstrating dedication and performance.Cultivate strong...
-
Financial Services Consultant
4 weeks ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeWe are seeking an experienced Financial Services Representative to provide comprehensive financial guidance and support to clients in the U.S.A successful candidate will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and goals.The role involves handling inbound inquiries from U.S....
-
Senior Financial Services Specialist
1 month 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...
-
Financial Advisory Specialist
1 day ago
Makati City, National Capital Region, Philippines Gentem Consulting Services Full time**Job Overview**Gentem Consulting Services is seeking a highly skilled Financial Advisory Specialist to join our team. As a key member of our financial advisory group, you will provide expert analysis and guidance to corporate clients, helping them make informed investment decisions.Responsibilities:Conduct thorough financial analyses and develop...
-
Business Development Associate
1 day ago
Quezon City, National Capital Region, Philippines Lexie staffing business consulting Full timeAbout Lexie Staffing Business ConsultingLexie Staffing Business Consulting is a professional services company that specializes in providing high-quality talent to businesses across various industries.About the RoleWe are currently seeking a highly skilled and motivated Business Development Associate to join our team. The successful candidate will be...
-
Senior Financial Services Representative
3 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleSun Life Grepa Financial, Inc. is a leading joint venture between the Yuchengco Group of Companies and Sun Life Philippines. The company offers financial protection products through agency, bancassurance, and group account channels.The RoleYour Key Responsibilities Include:Deliver exceptional customer service to ensure utmost...
-
Customer Experience Manager
1 month 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...
-
Expert Financial Solutions Consultant
1 month ago
Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full timeUnlock a Rewarding Career as a Financial AdvisorAre you looking for a fulfilling career that offers a sense of purpose and flexibility? Do you want to make a positive impact on people's lives by helping them achieve their financial goals?Pru Life UK - LSLIA is seeking a talented Financial Advisor to join our team. As a key member of our team, you will be...
-
Financial Customer Support Consultant
2 months ago
Quezon City, National Capital Region, Philippines LeadAdvisors Full timeAt LeadAdvisors, we are dedicated to delivering exceptional financial solutions to our clients. We are seeking a skilled and passionate Personal Finance Solutions Expert to join our dynamic team.About the RoleThis role is a fantastic opportunity for an individual with a passion for helping others achieve their financial goals. As a Personal Finance Solutions...
-
Highly Skilled Financial Consultant
2 months ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeWe are seeking a highly motivated and experienced financial professional to join our team at LeadAdvisors. Our company specializes in business process outsourcing (BPO) and digital content marketing, delivering exceptional results for brands across the United States.Company OverviewAt LeadAdvisors, we pride ourselves on being a leading provider of innovative...
-
Financial Services Representative
3 weeks ago
Quezon City, National Capital Region, Philippines J-K Network Services Full timeJob OverviewWe are seeking a talented Financial Services Representative to join our team at J-K Network Services. As a Customer Service Representative, you will play a critical role in delivering exceptional customer experiences for our esteemed clients of commercial banking.
-
Senior Business Systems Consultant
1 month ago
Quezon City, National Capital Region, Philippines Primover Consultancy Services, Inc. Full timeAbout Primover Consultancy Services, Inc.We are a leading consultancy services provider seeking an experienced Senior Business Systems Consultant to join our team.Salary and BenefitsThe successful candidate can expect a competitive salary of $80,000 - $100,000 per annum, depending on experience. We also offer a comprehensive benefits package including health...
-
Technical Consultant
2 months ago
Quezon City, National Capital Region, Philippines Primover Consultancy Services, Inc. Full timeWe are seeking a skilled Technical Consultant (Software Development) to join our team at Primover Consultancy Services, Inc.Company OverviewPrimover Consultancy Services, Inc. is a leading provider of consulting services, dedicated to helping clients achieve their business objectives through expert advice and innovative solutions.Estimated Salary: $80,000 -...
-
Senior Financial Analyst
1 month ago
Makati City, National Capital Region, Philippines Gentem Consulting Services Full timeJob DescriptionGentem Consulting Services is seeking a highly skilled Senior Financial Analyst to join our team in Makati City. This role will be responsible for providing analysis and guidance to corporate clients, helping them make informed investment decisions.Responsibilities:Analyze financial information and provide recommendations to clientsAssess the...
-
Strategic Financial Operations Specialist
1 month ago
Makati City, National Capital Region, Philippines JBW Managed Consulting and Services Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Operations Specialist to join our team at JBW Managed Consulting and Services.
-
Financial Services Representative
2 weeks ago
Quezon City, National Capital Region, Philippines LeadAdvisors Full timeTransform Lives with Expert Financial Solutions">At LeadAdvisors, we're seeking a skilled Financial Services Representative to join our dynamic team. This role offers the opportunity to make a significant impact in people's lives by providing top-notch financial solutions.About the Role">As a Financial Services Representative, you'll engage with clients...
-
Financial Services Representative
1 month ago
Quezon City, National Capital Region, Philippines LeadAdvisors Full timeAbout the RoleAs a Financial Customer Support Specialist at LeadAdvisors, you will play a vital role in helping individuals understand and manage their financial options. Our dynamic team specializes in debt consolidation, personal loans, tax services, and mortgage assistance.Key ResponsibilitiesEvaluate and connect individuals with the right financial...