Independent financial advisor jobs in Manila

Provide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial... 

If you want to achieve financial freedom and work flexibility, join our Winning Team! With some of the longest serving and award winning...  ...Sunlife Team. Your journey to becoming a top-tier Sun Life Advisor starts here! Send us your CV and let us know why you'd like to... 

 ...Schedule Client Meetings via online or face-to-face *Conduct Financial Needs Analysis and recommend customized solutions *Completion...  ...need, and HMO) PERKS and BENEFITS of a Prulife UK Financial Advisor: *WORK FROM HOME *Unlimited Income Potential *Commissions... 

 ...services, such as investments, insurance coverage and debt management tools -Maintain compliance with all rules and regulations in the financial industry -This job is commission-based, hence a high potential income Basic Qualification: -Filipino citizen and resident,... 

 ...JOB HIGHLIGHTS Financial Advisor – AXA Philippines Financial Services and Risk Management From the #1 Branch nationwide JOB HIGHLIGHTS # Contribute to nation-building by creating a POSITIVE IMPACT in promoting financial literacy to individuals, families and... 

 ...Minimum 1 year solid sales and account management experience in financial services is an advantage. Has strong analytical and...  ...focus. Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own... 

 ...Are you looking for an entrepreneurial type of career in corporate world through life insurance sales? Are you after a financially-rewarding and noble career by protecting the financial well-being of Filipino families? Then join our growing BDO Life Sales Team! Your... 

Function: Bancassurance Sales As a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of...  ...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... 

 ...-time and Part-time position Self driven and willing to undergo trainings. Tasks & responsibilities Explain the types of financial services to clients.  Assess the clients financial situation to present a financial solution. Benefits International and Local... 

 ...Qualifications & experience ~ Bachelor's Degree Holder Tasks & responsibilities ~1. Selling of financial plans to prospects 2. Managing people and clients 3. Helping team with team goals and sales/recruitment targets Benefits ~ Commission, bonus, health... 

 ...Forecasting and Client Group finance results (presentation to business, advisor, alert.) while ensuring the compliance to US GAAP and Accenture...  ...looking for? At least 5 years relevant working experience in financial planning, reporting, budgeting, forecasting, audit, or analysis... 

We are looking for Financial Consultants to join the team! Qualifications: - Completed at least 2 years in College with 2 years experience in sales or Customer Service - Bachelor's Degree with at least 1 year of experience in sales of Customer Service - Fresh graduates... 

 ...Bancassurance Financial Advisor for Manila-53646 at Eastwest Ageas Insurance | Jobs | Jobs180.com Bancassurance Financial Advisor for...  ...You excel when working with a team and also function well independently • Understands customer needs to provide positive experience... 

 ...GO L.E.A.P is a newly established unit managed by Ms. Floralyn Gutierrez. She has been a recognized top-performing AIA PH Financial Advisor for the past 16 years and is a 4-year Million Dollar Round Table (MDRT) Qualifying Member. GO L.E.A.P Unit is under Nicdao... 

 ...preservation while meeting the growing energy demands of the Philippines. Position Summary: We are seeking an experienced Chief Financial Officer (CFO) to join our dynamic team. The CFO will play a crucial role in leading the financial strategy and management of the... 

 ...of BDO Life’s growing Sales Team! Your main role: ~ Provide financial planning services to BDO clients in Manila City using BDO...  ...family’s lifestyle. What we can offer. BDO Life Financial Advisor career offers an opportunity to achieve your aspirations with these... 

 ...Schedule: Banking hours) Responsibilities: - Conduct lead generation activities - Schedule appointments with customers - Analyze financial needs and provide customized solutions - Prepare and submit customer applications - Maintain customer relationships through... 

RESPONSIBILITIES • Partner with business leaders to build strategic financial models for senior company leadership. • Prepare monthly forecast and annual budget as scheduled by CEO/CFO. • Provide analytical support for go-to-market forecasting and analysis. • Provide... 

 ...Crimson Capstone Advisor As a Crimson Capstone Advisor, you'd be working with students to strategize and develop a personalized...  ...management and organizational skills, the ability to work remotely and independently with attention to detail, and fantastic written and verbal... 

 ...Job Summary: The Advisor is responsible to proactively engage the different groups under the Financial Markets Segment and the Institutional Banking Group in providing them with high quality and timely service relating to regulatory and compliance.  Daily role involves... 

 ...safety leadership behaviours Always act ethically and with the utmost integrity Champion and promote the application of the Financial Management Framework Champion and follow the relevant DOA and Group & BU policies Assists, supports, and delivers, under limited... 

 ...Escalate customer complex enquires to the Senior Customer Advisor and relay outcomes of investigations to customers. Maintain...  ...email and live chat with the ability to multi-task Can work independently and within a team Quality of service and going the extra mile... 

 ...global law firm serving leading companies, financial institutions and governments worldwide....  ...The Learning and Development Advisor is responsible for providing support in...  ...strong team environment, yet able to work independently and take ownership of tasks ~ Client-... 

 ...Purposeful and Rewarding Career: Empower more Filipinos in achieving financial security and prosperity. Join our Part Time and Full Time...  ...and Bonuses.* · Work from Home Side Hustle: Be a Financial Advisor while employed in your current job · Travel for Free : Enjoy... 

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 ...Job Description: As a Life Insurance Agent, you will be responsible for selling life insurance policies and related financial products to individuals and businesses as well as sharing career opportuinities. Your primary objective will be to assess clients' needs, educate... 

 ...Full Time Manila International Business Other Job ID:4589 Update 2024-04-23 Job Description CUSTOMER SERVICE ADVISOR , PHCC Trip.com Group Limited (Nasdaq: TCOM) is a leading one-stop travel service provider consisting of Trip.com, Ctrip, Skyscanner, and Qunar... 

Position Job Purpose: Act as a Brand Ambassador, delivering an exciting and memorable experience to customers, creating, stimulating and maximizing sales opportunities, in order to achieve store sales and profit targets as well as provide excellent service to customers...

 ...The Role As a Customer Advisor, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal... 

 ...health portfolio. **Please note: Only Filipino citizens are eligible for this position** Position Summary: The Senior Advisor will play a central role in advising on MEL topics and CLA. The Senior Advisor will provide technical leadership to MEL and CLA tasks...