Financial Advisor

Company DescriptionAurora Paradigm Financial Advisors is dedicated to empowering leaders and protecting Filipino families through comprehensive financial services. Our team is composed of professionals and partners from diverse fields such as banking, tax compliance, pharmaceuticals, medical representation, and law, bringing together a broad range of...

About the role As a Financial Advisor at Allianz PNB Life Insurance, Inc.', you will play a crucial role in helping our clients achieve their financial goals. In this part-time role, you will provide tailored financial planning advice and solutions to individuals and families in the Metro Manila area. Your work will focus on understanding our clients'...

We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients protect their...

The OpportunityAllianz PNB Life Insurance, Inc.' is seeking a talented and driven individual to join our team as a Licensed Financial Advisor. In this exciting role, you will be responsible for providing comprehensive financial planning services to our valued clients, helping them achieve their long-term financial goals. As a contract role based in Metro...

Role Responsibilities:Conduct financial coaching sessions via video call (30–60 min)Help young professionals craft a financial plan: budgeting, debt repayment, savings, investmentsRecommend entry-level investment products and insuranceProvide regular check-ins to assess progress and adjust plansCreate content (webinars, articles) to educate clientsPerks /...

In this role, you'll work within bank branches to offer tailored insurance and investment products to clients. Your role includes building relationships with bank staff and customers, understanding their financial needs, and achieving sales targets.Key Responsibilities:Promote and sell life insurance and investment products.Build relationships with bank...

The OpportunityOur partner, a leading Australian financial services firm known for its deep client focus and commitment to best-practice financial advice, is hiring for Financial Administrator This organization specializes in providing advice to self-employed professionals and small business owners, who have a desire to protect their families, their business...

DescriptionShape the future of trading services by joining a team dedicated to operational excellence and risk management. Unlock your potential as you collaborate with industry professionals and drive process improvements. Be at the heart of scalable solutions and effective controls management. Make your mark by ensuring a customer-centric approach in every...

Qualifications:Must hold a Bachelors degree.At least 6 months of experience in direct (hard) selling; background in sales, banking, insurance, or customer service is preferred.Strong communication, negotiation, and interpersonal abilities.Self-driven, goal-oriented, and committed to delivering excellent customer service.Capable of working both independently...

Say hello to opportunities at Acquire Asia Pacific Philippines Inc. (Acquire BPO) under the RingCentral account (RingCentral).It's not everyday that you consider starting a new career. We're Acquire BPO, and we're happy that someone as talented as you is considering this role. First, a little about our client: RingCentral is a $2 Billion+ annual revenue...