Financial Advisor

1 week ago

Makati City, National Capital Region, Philippines J Anthony Management Consultants, Inc. Full time

Client:
Multinational Insurance Company

Position:
Financial Advisor - Bancassurance

Responsibilities

  • Promote and maintain the reputation of the insurance company and banking partner.
  • Responsible in building relations to bank partners/referrers for the purpose of generating leads, and maintaining on track on the bancassurance operations.
  • Conduct needs based selling approach in doing financial planning with the referred bank customers/clients.
  • Ensure the file completeness of new business cases and act as a liaisons between the customer and our back office for policy servicing and claims.
  • Able to monitor and hit monthly to annual targets which includes Life and Variable solutions.

Qualifications

  • Preferably with at least 5-year experience in financial planning, investment planning or any related field.
  • Must be licensed with Insurance Commission.
  • Strong analytical, communication and interpersonal skills.

  • Financial Advisor

    2 weeks ago

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

    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...

  • Financial Advisor

    1 week ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time

    About the role We are seeking a dedicated and experienced Financial Advisor to join our team at Skyeline Summit Life Insurance Agency. As a part-time Financial Advisor, you will be responsible for providing personalised financial planning and insurance solutions to our valued clients in Makati City, Metro Manila.What you'll be doingConduct comprehensive...

  • Financial Advisor

    1 week ago

    Makati City, National Capital Region, Philippines Manulife Full time

    Be part of a leading global financial services company committed to helping people make their decisions easier and their lives better. As a Financial Advisor, you will guide clients toward financial security and success through insurance, investment, and savings solutions. This role offers flexibility, professional growth, and the opportunity to make a...

  • Financial Advisor

    1 week ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time

    Our company is looking for a dedicated and experienced Financial Advisor to join our team. In this role, you will provide personalized financial planning and insurance solutions to clients, helping them achieve their short- and long-term financial goals.Key Responsibilities:Conduct comprehensive financial needs analyses for individual and business...

  • Financial Advisor

    3 hours ago

    Quezon City, National Capital Region, Philippines ECLARO Full time

    Role: Financial AdvisorRole DescriptionThe Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. Some remote work is acceptable for this role.Products to be sold: Investments, Stock and Asset management, Mutual funds, Insurance etc.Qualifications4 year...

  • Financial Advisor

    1 week ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time

    Our company is looking for a dedicated and experienced Financial Advisor to join our team. In this role, you will provide personalized financial planning and insurance solutions to clients, helping them achieve their short- and long-term financial goals.Key Responsibilities:Conduct comprehensive financial needs analyses for individual and business...

  • Financial Advisor

    2 weeks ago

    Caloocan City, National Capital Region, Philippines John Kenneth Dublan Insurance Agent Services Full time

    Urgent Hiring | Financial Advisor at Pru Life UK Work from Home | No Experience Needed | Fresh Graduates Welcome About the RoleAs a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients'...

  • Part-time Financial Advisor

    2 weeks ago

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

    Company DescriptionSpread financial literacy and build trust with clients through education, transparency, and personalized service. Wolf Summit Life Insurance Agency is dedicated to helping clients make informed financial decisions. Our mission is to empower individuals with the knowledge and tools they need to achieve their financial goals. We prioritize...

  • Financial Advisor

    2 weeks ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time

    Looking to glow up your career?You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen—unlimited variable pay, travel opportunities and rewards are just...

  • Financial Advisor

    1 week ago

    Mandaluyong City, National Capital Region, Philippines Imperium Blaze LIA (A General Agency of Pru Life UK) Full time

    A Career That Fits Your Life: Financial AdvisorAchieve true work-life integration. Become a Financial Advisor and enjoy the flexibility of a hybrid setup and self-managed schedule while building a profitable career helping clients with their insurance and investment goals.What You'll Gain:High Weekly Income: Target earnings of Php 10,000 - Php 20,000, plus...