Financial Consultant

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,...

We are looking for a home-based Financial consultant who will perform the following:-Implement strategies and initiatives to ensure the accomplishment of personal monthly sales targets-Manage the financial portfolio of existing and new clients-Conduct financial awareness seminars for specific organizations and corporationsQualifications:-Graduate of any...

We're looking for an experienced Oracle NetSuite Consultant with a strong accounting background to support financial system implementations, optimizations, and integrationsfor a pharmaceutical company headquartered in Mandaluyong City.The ideal candidate will have deep expertise in NetSuite ERP and accounting principles, ensuring efficient financial...

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....

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...

Job Description: Financial ConsultantAs a Financial Consultant at Pru Life UK, you will play a vital role in helping individuals and families secure their financial future. You'll guide clients in making informed financial decisions, offering solutions that match their goals, values, and lifestyle. Key ResponsibilitiesUnderstand Client Needs – Meet with...

Job Summary: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...

The Operational Excellence Consultant plays a critical role to support the creation and execution of operational workflow and templates that aligns to Retirement target operating model. As a part of the Retirement Operations team, this role will report directly to the Operational Excellence Director, and will play a key role through in depth business...

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...

We are looking for a Home-based Sales agent who will perform the following:Implement strategies and initiatives to ensure the accomplishment of personal monthly sales targetsManage the financial portfolio of existing and new clientsConduct financial awareness seminars for specific organizations and corporationsQualifications:Graduate of any 4-year courseHas...