Financial Consultant

9 hours ago

Makati City, National Capital Region, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full time ₱500,000 - ₱1,000,000 per year

Meet mandatory sales metrics through the sale of quality businesses and support the company's mission to provide financial planning to the public. Maintain professionalism and abide by the policies set by the company and its regulators, including interactions with bank partners and clients.Responsibilities:Undertake financial planning interviews

Analyze, prepare reports, and present findings with recommendations for Sun Life Grepa products

Provide after-sales services

Develop and maintain sound relationships with bank branch personnel

Generate referrals for the bank from fact-finding interviews

  • Financial Consultant

    11 hours ago

    Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Full time ₱150,000 - ₱300,000 per year

    Hybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social EventsProfessional DevelopmentCareer DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk tolerance....

  • Financial Sales Consultant

    10 hours ago

    Makati City, National Capital Region, Philippines Ascendea Business Unit Full time ₱500,000 - ₱1,000,000 per year

    4 days ago, be among the first 25 applicants. Get AI-powered advice on this job and access more exclusive features. Company Description: AXA Philippines is a leading insurance company formed as a joint venture between the AXA Group and Metrobank Group. With a commitment to protecting over 1.5 million individuals, we offer a comprehensive range of life and...

  • Technology Business Consultant

    10 hours ago

    Makati City, National Capital Region, Philippines FIS. Empowering the Financial World Full time $90,000 - $120,000 per year

    Position Type: Full-timeType Of Hire: Experienced (relevant combination of work and education)Education Desired: Bachelor of FinanceTravel Percentage: %As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work...

  • Part-time Financial Consultant

    9 hours ago

    Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency - Team Juls Full time ₱180,000 - ₱240,000 per year

    Provide consulting and advice about an individual's or entity's finances, and help individuals and companies reach their financial goals sooner by providing our clients with strategies and ways to create more wealth, reduce costs, or eliminate debts.Job Types: Full-time, Part-time, Fresh graduatePay: Php20, Php30,000.00 per monthBenefits:FlextimeWork from...

  • Financial Consultant

    10 hours ago

    Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Full time $40,000 - $80,000 per year

    Assess clients' financial needs, goals, and risk tolerance.Develop customized financial plans, including investments, insurance, and retirement strategies.Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Monitor and update clients' financial plans based on market trends and life changes.Educate clients on...

  • Financial Consultant

    9 hours ago

    Makati City, National Capital Region, Philippines PruLife UK - Team Arnel Full time ₱500,000 - ₱1,000,000 per year

    Hybrid - Makati Fresh Graduate/Student Bachelor Full-time Job 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 tailored solutions, sell financial products, and build lasting...

  • Financial Consultant

    9 hours ago

    Makati City, National Capital Region, Philippines Prulife UK - Team Niko Full time ₱600,000 - ₱1,200,000 per year

    Hybrid - Makati No Exp Required Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Incentives, Quarterly Gifts, Performance BonusInsurance Health & WellnessHMO, Health InsuranceProfessional DevelopmentJob Training, Mentorship Program, Professional Development, Career DevelopmentWork-Life BalanceFlexible HoursDescriptionProvide...

  • Consultant, Solution Consulting

    11 hours ago

    Makati City, National Capital Region, Philippines TransUnion Full time $90,000 - $120,000 per year

    TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:Drive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development.What You'll Bring:This position requires 5-10 years...

  • Consultant, Solution Consulting

    10 hours ago

    Makati City, National Capital Region, Philippines Transunion Full time $80,000 - $100,000 per year

    TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: Drive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development. What You'll Bring: ...

  • Consultant, Solution Consulting

    10 hours ago

    Makati City, National Capital Region, Philippines TransUnion Full time $90,000 - $120,000 per year

    TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll BringDrive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development.What You'll BringThis position requires 5-10 years...