Financial Consultant

11 hours ago


Quezon City, National Capital Region, Philippines FWD Life Insurance Corporation Full time $104,000 - $130,878 per year

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 model.

You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.

Key Accountabilities:

  • Offering of FWD's Traditional and Variable products to clients of the partnered bank.
  • Responsible for overall delivery of sales performance and acquisition of new business
  • Retention of quality business for the assigned branch and area

Skills & Experience Required:

  • At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
  • Willing to be deployed in Quezon City and nearby areas
  • Minimum 1 year solid sales and account management experience in financial services is an advantage.
  • Has strong analytical and problem-solving skills as well as internal and external customer focus.
  • Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities..
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.
  • Trustworthy, reliable and business savvy.

Rewards:

  • Fixed monthly pay + allowance, and guaranteed bonus
  • HMO coverage on day 1
  • Exciting local and international trip incentives
  • Paid leave entitlement
  • World class learning and training


  • Makati City, National Capital Region, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full time ₱500,000 - ₱1,000,000 per year

    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,...


  • Quezon City, National Capital Region, Philippines Manulife Financial Full time

    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...


  • Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Full time ₱150,000 - ₱300,000 per year

    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....


  • Makati City, National Capital Region, Philippines Ascendea Business Unit Full time ₱500,000 - ₱1,000,000 per year

    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...


  • Quezon City, National Capital Region, Philippines Manulife Financial Full time

    The North American Controls Center of Excellence ("Controls CoE") is a customer-focused team that provides professional, expert advice to senior management in their execution of an effective internal control strategy. The North American Controls CoE plays a key role in financial control oversight, and supports various projects and initiatives to develop,...


  • Quezon City, National Capital Region, Philippines Manulife Financial Full time

    OverviewThe North American Controls Center of Excellence ("Controls CoE") is a customer-focused team that provides professional, expert advice to senior management in their execution of an effective internal control strategy. The North American Controls CoE plays a key role in financial control oversight, and supports various projects and initiatives to...


  • Quezon City, National Capital Region, Philippines Manulife Financial Full time

    We are currently searching for a talented and driven individual to join our Projects team within our MBPS Actuarial Function as an Actuarial Senior Analyst, providing actuarial technical support to the accomplishment of actuarial projects. Established in 2012, the team has become an actuarial center of excellence, with over 200 staff and growing, along with...

  • Workday Consultant

    1 day ago


    Quezon City, National Capital Region, Philippines Accion Labs Full time $104,000 - $130,878 per year

    Job description:We are looking for a Workday Consultant (HFM module) to join our team, offering a competitive salary of minimum of 250,000, flexible work arrangements (Work From Home or Singapore office), and a stable Day Shift (09:00 am to 05:00 pm) - Monday to Friday. You'll be involved in financial system support, configuration, and reporting while...


  • Quezon City, National Capital Region, Philippines PRULIFE UK Full time $3,000 - $6,000 per year

    Job Description:Offer financial solutions to clients through our insurance and investment programs with Pru Life UK.Qualifications* Willing to be trained online* College graduate (4-year course)* Residing in Metro Manila or nearby cities/provinces* No experience needed* Open for fresh graduates and career shiftersPerks:* Free online training* Work from home...


  • Quezon City, National Capital Region, Philippines Manulife Financial Full time

    OverviewAs a member of the People Data, Reporting, and Analytics team, the HR Reporting Analyst is responsible for supporting HR reporting and analytic needs of our global organization across the HR systems – Workday and Power BI (formerly Web Focus). Under the direction of the HR Lead, the HR Reporting Analyst will prioritize recurring and custom...