Financial Solutions Specialist

1 day ago

Makati City, National Capital Region, Philippines HRTX Full time ₱400,000 - ₱600,000 per year

Setup & Schedule: Full Onsite | Monday to Friday | Day shift

Open locations: Quezon City, Pasig, Antipolo City, Cainta, Binondo, Manila, Pasay, Parañaque, Caloocan, Makati, BGC

Qualifications:

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months of relevant experience in financial services, sales, banking, or insurance.
  • Excellent communication, interpersonal, and customer service skills.
  • Results-oriented and motivated by a passion for helping people with their financial well-being.
  • Willing to be deployed to an assigned bank branch location.
  • Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

  • Develop strong working relationships with bank personnel to drive client referrals and generate leads.
  • Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
  • Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
  • Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
  • Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
  • Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
  • Achieve or surpass monthly sales goals and performance metrics.
  • Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Basic Salary: 25,000

Competitive Benefits:

  • Commissions
  • Guaranteed 14th-month pay
  • Monthly rice subsidy and monthly allowance
  • Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Annual salary increase and performance bonuses.
  • Leave credits you can convert to cash + special birthday leave.
  • Emergency and bereavement leaves when needed.

  • Financial Advisor

    2 days 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 Solutions Specialist

    2 days ago

    Makati City, National Capital Region, Philippines HRTX Full time ₱250,000 - ₱350,000 per year

    Setup & Schedule: Full Onsite | Monday to Friday | Day shift Open locations: Quezon City, Pasig, Antipolo City, Cainta, Binondo, Manila, Pasay, Parañaque, Caloocan, Makati, BGCQualifications:Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.At least 6 months of relevant experience in financial services, sales, banking,...

  • Financial Planning Specialist

    7 days ago

    Makati City, National Capital Region, Philippines UPTC Full time ₱600,000 - ₱1,200,000 per year

    QUALIFICATIONSGraduate of any Finance or Accounting related course2-3 years' experience in Financial Planning & Analysis is a plusExperience in configuring and using planning solutions is a plusKnowledge in MS ExcelAble to work on-site client premises (within Metro Manila)Financial AnalysisPower BITableauQlik Sense / QlikViewGoogle Data Studio / LookerStrong...

  • Solutions Specialist

    7 days ago

    Makati City, National Capital Region, Philippines One Depot Full time ₱900,000 - ₱1,200,000 per year

    The MPS Solutions Specialistis responsible for designing, implementing and optimizing managed print solutions for clients ensuring alignment with their business objectives and operational needs. The role will work closely with clients, sales teams, technical specialists, and vendors to deliver tailored, scalable, and cost-efficient print solutions that...

  • Financial Solutions Consultant

    2 weeks ago

    Makati City, National Capital Region, Philippines FWD Life Insurance Corporation Full time ₱900,000 - ₱1,200,000 per year

    As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.You will be...

  • PRIME Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Mighty House Financial Consultancy Full time

    Looking for apart-time opportunitythat lets youearn more, learn more, and make a difference?JoinMighty House Financial Consultancy, anaward-winning branch of Manulife Philippinesrecognized for excellence in sales, recruitment, and leadership development. We're building future-ready financial professionals — and you could be one of them.Why You'll Love This...

  • Corporate Solutions Specialist

    1 week ago

    Makati City, National Capital Region, Philippines Insular Life Assurance Co., Ltd. Full time ₱900,000 - ₱1,200,000 per year

    Corporate Solutions Specialist – Group LifeMake a bigger impact—help companies protect their people.We're looking for a Relationship Manager to grow Insular Life's Group Benefits portfolio through our Bancassurance and Agency channels. You'll be the connector between corporate clients, bank partners, agency leaders, and our internal teams—shaping...

  • Financial Planning Specialist

    2 days ago

    Makati City, National Capital Region, Philippines COUNTRYWIDE WATER SERVICES, INC. (CWS) Full time ₱900,000 - ₱1,200,000 per year

    Job Summary:The Financial Planning and Accounting Specialist position supports financial planning and management reporting. The role includes developing ad hoc scenario and sensitivity analyses to support financially informed decision-making. This position works and coordinates cross-functionally to support strategic and commercial initiatives.Key...

  • Solutions Architect

    5 days ago

    Makati City, National Capital Region, Philippines Strategic Staffing Solutions Full time ₱1,500,000 - ₱2,500,000 per year

    We are seeking a highly experienced SAP Treasury Risk Management consultant to lead the design, configuration, and implementation of SAP TRM solutions within a global enterprise undergoing digital transformation in its finance and treasury operations. This role will support a strategic initiative focused on optimizing liquidity, risk analytics, and treasury...

  • Financial Reporting

    7 days ago

    Quezon City, National Capital Region, Philippines Wimmer Solutions Full time ₱420,000 - ₱540,000 per year

    Job Title: Financial Reporting & Analysis SpecialistLocation: Onsite - SM North Edsa, Tower 1Shift: Monday – Friday, 8:00 AM – 5:00 PM US Time zoneOverviewThe Financial Reporting & Analysis Specialist is responsible for analyzing, auditing, and reporting on company financials with a focus on revenue and margin analysis, forecasting, and KPI-driven...