Financial Specialist

5 hours ago


Batangas, Calabarzon, Philippines HRTX Full time ₱120,000 - ₱150,000 per year

Job Title: Financial Solutions Specialist

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations: Metro Manila, South Luzon, North Luzon

his is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year 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.


  • Batangas, Calabarzon, Philippines BATANGAS COUNTRY CLUB Hotel and Resort (PCK Trade and Realty Corporation) Full time ₱30,000 - ₱60,000 per year

    About the role Batangas Country Club Hotel and Resort (PCK Trade and Realty Corporation) is seeking an Accounting Specialist to join our thriving finance team. As an Accounting Specialist, you will play a crucial role in maintaining the financial records and accounts of our hotel and resort operations. This is a full-time position based in Batangas City,...


  • Batangas, Calabarzon, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱900,000 - ₱1,200,000 per year

    Role Overview:The Relationship Specialist is responsible for the growth and development of an existing portfolio and the generation of new business to expand the company's client base, as well as the attainment of the assigned volume targets.Specific Duties and Responsibilities:Explore and initiate the development of new borrowing accounts through direct...


  • Batangas, Calabarzon, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱900,000 - ₱1,200,000 per year

    Qualifications:Graduate of any business courseExcellent written and oral communication skillsProven ability to work effectively under pressure and meet deadlinesMust be willing to report onsite daily in BatangasAt least 1 year of experience in leasing and financing is a plusFresh graduates are welcome to apply; must demonstrate excellent performance,...


  • Batangas, Calabarzon, Philippines INQ44 Pty Ltd Full time A$60,000 - A$80,000 per year

    Position Overview We are seeking a skilled Mortgage Support Specialist-Australia to join our offshore BPO team supporting Australian mortgage brokers. This remote role requires minimum 2 years of Australian mortgage industry experience with focus on back-office administration and loan processing. The successful candidate will provide essential support...


  • Batangas, Calabarzon, Philippines Orix Metro Leasing and Finance Corporation Full time $40,000 - $60,000 per year

    Qualifications:Must be a graduate of any Business Course.At least 1 year of Leasing and Financing experience is a plus.Must be willing to work on-siteMust be willing to be assigned in Batangas City, BatangasFresh graduates are most welcome to applySpecific Duties and ResponsibilitiesResponsible for the day-to-day transaction and account management,...


  • Batangas, Calabarzon, Philippines Tutor Me LA LLC Full time

    OverviewBe among the first 25 applicants. This job is fully remote Clear and excellent English communication skills required.ResponsibilitiesThe Educational Support Specialist is integral to the success of Tutor Me Education by coordinating instructors, tracking student progress, and providing quality customer serviceActively support Tutor Me Education...

  • Batangas Branch

    4 days ago


    Batangas, Calabarzon, Philippines ORIX METRO Leasing and Finance Corporation Full time $40,000 - $60,000 per year

    Specific Duties and Responsibilities:Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and other similar initiativesMonitor market movements and changes in clients' needs, as well as strategies and developments in the latest financial productsConduct regular client and plant visits to establish and...


  • Batangas, Calabarzon, Philippines Nutri-Asia, Inc. Full time $80,000 - $120,000 per year

    JOB OBJECTIVESupervises Delivers volume, superior trade presence, and profitability of NA and his/her distributor/sManages the operational activities of his/her distributor/sSpearheads the growth and operating results of the company by leading his/her distributor/s in the achievement of agreed Key Results Areas and IndicatorsManages a team of salespeople...


  • Batangas, Calabarzon, Philippines Snapscale Full time

    Join to apply for the Property Management Specialist role at Snapscale.Get AI-powered advice on this job and more exclusive features.Responsibilities:Communicating with tenants and addressing inquiriesScheduling and coordinating maintenance and repairsManaging leases and ensuring tenant complianceFinancial management, including rent collections and accounts...

  • Property Specialist

    1 week ago


    San Jose, Batangas, Philippines PHINMA Properties Sales and Marketing Inc. Full time ₱400,000 - ₱600,000 per year

    Job Summary:We are looking for dynamic, driven, and customer-focused individuals to join our growing team as Property Specialists in Batangas.As a Property Specialist, you will play a vital role in generating sales, building client relationships, and promoting our residential and commercial developments.Key Responsibilities:Promote and sell residential and...


  • Batangas City, Philippines FusionNode Full time

    Accounting and Admin Support Specialist Full-time • FusionNode Inc. About Us: FusionNode is a Managed Service Provider (MSP) company committed to safeguarding our clients' intellectual property and privacy. Our collaborative and innovative environment fosters excellence, making FusionNode a trusted name in cybersecurity. Job Description: As the Accounting...

  • Business Operations

    2 weeks ago


    Batangas City, Philippines BruntWork Full time

    Business Operations & Administrative Support Specialist (MHD) Join to apply for the Business Operations & Administrative Support Specialist (MHD) role at BruntWork Business Operations & Administrative Support Specialist (MHD) 1 day ago Be among the first 25 applicants Join to apply for the Business Operations & Administrative Support Specialist (MHD) role...

  • Accounting Specialist

    2 weeks ago


    Batangas City, Philippines People Support Service Contracting Inc. - Batangas Full time

    Accounting Specialist People Support Service Contracting Inc. - Batangas Salary: ₱15-20K monthly • On-site – Batangas • No experience required • Bachelor’s degree • Full-time Job Description College graduate with BS Accountancy or Financial Management With or without experience; open for fresh graduates Complete benefits Regularization...

  • Finance Specialist

    2 weeks ago


    Batangas City, Philippines Svitzer Americas Full time

    Finance Specialist page is loaded## Finance Specialistlocations: Batangas - Harbour Operations: Santa Clara - Harbour Operationstime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 9, 2025 (29 days left to apply)job requisition id: JR3079Svitzer – on behalf of Batangas Bay Towing Inc – is recruiting for a Finance...

  • Tax Filing Specialist

    2 weeks ago


    Batangas City, Philippines RemoteVA Full time

    Overview Join to apply for the Tax Filing Specialist role at RemoteVA This range is provided by RemoteVA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $7,200.00/yr - $7,800.00/yr Responsibilities Prepare and file personal (T1/1040), corporate (T2/1120), sales tax (GST/HST/VAT), and...


  • Batangas City, Philippines GlobexPeople Full time

    Software Asset Management Specialist-Remote We are in search of an experienced Software Licensing Specialist to work remotely for a Fortune 500 client in the IT Consulting space. This role requires a strong background in Software Asset Management (SAM) and expertise in managing licenses for multiple publishers. The ideal candidate will need to have extensive...

  • Finance Specialist

    1 week ago


    Batangas City, Philippines Svitzer Full time

    Be among the first 25 applicants Svitzer – on behalf of Batangas Bay Towing Inc – is recruiting for a Finance Specialist for its operations in the Port Terminal of Batangas. If you have 3-5 years of experience in finance and accounting, and excellent knowledge of Philippines tax rules and regulations and government agency compliance requirements, here is...


  • Batangas City, Philippines Enterprise Mangement Solutions Inc Full time

    This a Philippine-based position; NOT a US based position and the pay rate is not in US currency. ABOUT ENTERPRISE MANAGEMENT: Enterprise Management is a full-spectrum consulting and management firm specializing in back-office operations, financial infrastructure, and executive oversight for health and human services organizations. We provide strategic...

  • Accounting Specialist

    2 weeks ago


    Batangas City, Philippines Powerhouse Ventures Corporation Full time

    Responsibilities Manage daily financial transactions and ensure accuracy Prepare and maintain financial reports Reconcile accounts and resolve discrepancies Assist in month-end and year-end closing processes Collaborate with team members for audits and compliance Support budgeting and forecasting activities Qualifications Educational Qualifications: ...