Financial Consultant/Advisor

12 hours ago

Makati City, National Capital Region, Philippines Pru Life UK - ORSLIA Full time ₱250,000 - ₱500,000 per year

Pru 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 tailor strategies to help them achieve financial security and success. ResponsibilitiesClient 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 Planning and Advisory:Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.

Offer advice on risk management and wealth-building strategies. Educate clients about market trends, product offerings, and financial best practices. Sales and Business Development:Proactively identify new clients through networking, referrals, and lead generation.

Present and promote financial products that align with clients' needs. Meet or exceed sales targets and contribute to the team's overall performance. Training and Development:Participate in training programs to stay updated on financial products, market conditions, and industry regulations.

Obtain necessary certifications and licenses to practice as a financial advisor. RequirementsBachelor's degree in any degree will be considered for qualified candidates. Strong interpersonal and communication skills, both verbal and written.

Analytical and problem-solving skills to assess client needs and provide suitable recommendations.Self-motivated, goal-oriented, and able to work independently or as part of a team. Sales experience is an advantage but not required—training will be provided. Open to fresh graduates and career shifters passionate about helping others achieve financial security.

SkillsActive ListeningCommunication SkillsInterpersonal SkillsAnalytical ThinkingTime ManagementSales/Negotiation SkillsProblem-SolvingAdaptabilityProfessional EthicsWorking LocationIf the position requires you to work overseas, please be vigilant and beware of fraud.

  • Financial Advisor

    6 days ago

    Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    OverviewI am expanding my team of Financial Advisors. Connect with me if you are interested by sending me a message or click FINANCIAL ADVISOR – APPLY NOW…Company DescriptionThe Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team...

  • Financial Advisor

    12 hours ago

    Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time $50,000 - $100,000 per year

    Company DescriptionThe Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.Role DescriptionMeet with clients face-to-face or online for consultations on financial...

  • Part-time Sales Agent

    12 hours ago

    Quezon City, National Capital Region, Philippines Financial Advisor Full time $30,000 - $80,000 per year

    Looking for a career with purpose? Join us as a Financial Advisor and make a difference in the lives of your clients and in your family's tooQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year course)Willing to be trainedSales experience is not requiredWhat we do as a Financial Advisor?Attend online trainingsWFH set upDo client...

  • NO EXP NEEDED Part-time WFH Insurance Agent

    11 hours ago

    Quezon City, National Capital Region, Philippines Financial Advisor Full time ₱10,000 per year

    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 10K and upBasic Qualification:Filipino citizen and resident, preferably NCR or nearby...

  • Financial Advisor

    11 hours ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time $50,000 - $100,000 per year

    WHO WE'RE LOOKING FOR:Corporate employees, business owners, teachers, professionals (accountants, doctors, engineers, lawyers, etc.), and digital entrepreneurs such as online sellers, virtual assistantsAbility to connect easily, listen actively, and relate well with othersCoachable, learns concepts easily and with unquestionable integrityPassionate to learn...

  • Financial Advisor

    12 hours ago

    Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time $30,000 - $50,000 per year

    Join Our Team as a Part-Time Financial Advisor Are you looking for a rewarding part-time career that offers growth, flexibility, and the chance to make a real impact on people's lives? We're looking for driven and passionate individuals to join our growing team of Financial Advisors.What You'll Do:Guide clients in building financial security and achieving...

  • Financial Advisor

    13 hours ago

    Makati City, National Capital Region, Philippines Financial ConsultantAdvisor Full time ₱800,000 - ₱1,200,000 per year

    Job DescriptionThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part time

    OverviewJoin Our Team as a Part-Time Financial AdvisorAre you looking for a rewarding part-time career that offers growth, flexibility, and the chance to make a real impact on people's lives? We're looking for driven and passionate individuals to join our growing team of Financial Advisors.ResponsibilitiesGuide clients in building financial security and...

  • Financial Advisor

    12 hours ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time $40,000 - $80,000 per year

    We are looking for a driven and passionate Financial Advisor to join Skyeline Summit Life Insurance Agency, proudly operating under Pru Life UK. In this position, you will help clients secure their financial future by offering expert guidance on life insurance, investment-linked products, and financial planning strategies.

  • Bank Financial Advisor

    12 hours ago

    Makati City, National Capital Region, Philippines City Skyline Suites Full time ₱25,000 - ₱300,000 per year

    Overview:Join our dynamic banking team as a Bank Financial Advisor, where you'll guide clients in achieving their financial goals through tailored advice, strategic planning, and product recommendations.Key Responsibilities:Provide personalized financial consultations to retail and business clientsRecommend banking products including savings, investments,...