- Provide financial advice to clients in their short or long term financial goals.
- Respond to prospective customer queries about financial planning
- Explain the different products of the company to clients according to their needs
- Provide clients with specialist advice on how to manage their moneyYou will be trained to do all of this as we will be providing trainings and seminars before we code you as LICENSED Financial Advisor.
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Financial Advisor
Natagpuan sa: Talent PH A C2 - 4 araw ang nakalipas
Sun Life - Diamond Sales Unit Imus, Pilipinas FreelanceProvide personalized financial planning and adviceBuild and nurture client relationshipsStay informed about market trends and investment opportunitiesCollaborate with a team of experts to deliver comprehensive solutions ...
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Financial Advisor
Natagpuan sa: Trabajos diarios PH C2 - 4 araw ang nakalipas
Sun Life - Diamond Sales Unit Imus, PilipinasProvide personalized financial planning and advice · Build and nurture client relationships · Stay informed about market trends and investment opportunities · Collaborate with a team of experts to deliver comprehensive solutions ...
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Financial Advisor
Natagpuan sa: Talent PH A C2 - 5 araw ang nakalipas
Sun Life - Diamond Sales Unit Pasay, Pilipinas PermanentJoin Our Team as a Financial Advisor At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others.Responsibi ...
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Financial Advisor
Natagpuan sa: Trabajos diarios PH C2 - 6 araw ang nakalipas
Sun Life - Diamond Sales Unit PASAY, PilipinasJoin Our Team as a Financial Advisor · At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others. · Resp ...
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Financial Advisor
Natagpuan sa: Talent PH A C2 - 1 araw ang nakalipas
Sun Life Philippines Manila, Pilipinas RemoteSun Life is a leading global financial services company based out of Canada that offers a diverse range of insurance, wealth, and asset management solutions. The company provides financial planning and guidance, life insurance products for every life stage, investment products fo ...
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Sun Life Financial Advisor
Natagpuan sa: Talent PH A C2 - 3 araw ang nakalipas
Sun Life - Diamond Sales Unit Imus, Pilipinas Part timeAs a Sun Life Financial Advisor, you will be responsible for building and maintaining relationships with clients to understand their financial objectives and provide comprehensive financial planning solutions. Your role will involve analyzing clients' financial situations, identi ...
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Financial Advisors
Natagpuan sa: Trabajos diarios PH C2 - 2 araw ang nakalipas
VCC Link Metro Manila, PilipinasWe are currently Looking for Financial Advisors · Qualifications: · - Completion of at least 2 years in college plus 2 years of experience in sales or customer service; OR Completion of a 4-year bachelor's degree plus 1 year of experience in sales or customer service · - At least ...
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Financial Advisor
Natagpuan sa: Foundit PH A2 - 5 araw ang nakalipas
Two Summit Life Insurance Agency Taguig, PilipinasRole Description · This is a part-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning and investment management. The role is located in Taguig, with fl ...
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Financial Advisor
Natagpuan sa: Foundit PH A2 - 6 araw ang nakalipas
Quess Philippines Corp Manila, PilipinasQualifications: · Candidate must possess a Bachelor's/College Degree · Work experience in bancassurance sales is highly preferred for this position · Must be self-driven and highly motivated · With good interpersonal and communication skillsExperience in sales - bpo setting i ...
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Financial Advisor
Natagpuan sa: Talent PH A C2 - 4 araw ang nakalipas
PYRA PRU LIFE UK Quezon City, Pilipinas Part timeYou may use this details: The financial giant, Prudential PLC, (or Pru Life U.K. in the Philippines) is looking for part-time or full time Financial Consultants. If you are looking for the following: Rewarding career Work/life fusion (flexible working hours where you can spend ti ...
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Financial Advisor
Natagpuan sa: Foundit PH A2 - 6 araw ang nakalipas
Quess Philippines Corp Lungsod Quezon, PilipinasEstablishes, maintains and grows relationship with bank partners. · Acts as the sales and marketing officer for the area assigned. · Ensures that targets are met for the whole region and specific partner branches · Performs client presentations and conducts closing of business ...
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Sun Life Financial Advisor
Natagpuan sa: Trabajos diarios PH C2 - 6 araw ang nakalipas
Sun Life - Diamond Sales Unit Pasay, PilipinasSun Life is the Philippine's number 1 and oldest life insurance company. We are looking for individuals who will be joining our sales agency force. · Qualifications: · College Graduate · Self motivated · Goal Oriented · Previous Finance and Sales roles is a plus · Responsibiliti ...
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Sun Life Financial Advisor
Natagpuan sa: Talent PH A C2 - 6 araw ang nakalipas
Sun Life - Diamond Sales Unit Pasay, Pilipinas Part timeSun Life is the Philippine's number 1 and oldest life insurance company. We are looking for individuals who will be joining our sales agency force. Qualifications:College GraduateSelf motivatedGoal OrientedPrevious Finance and Sales roles is a plusResponsibilities:Build Clientele ...
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Financial Wealth Planner
Natagpuan sa: Foundit PH A2 - 5 araw ang nakalipas
One Zenith Imus, Pilipinas Buong orasQualifications: · Minimum of 2 years in college · Hardworking and Team Player · No experience needed (trainings will be provided) · Job Description: · Setting of appointments · Identify clientâs financial goals through online or face-to-face meetings and needs-based interviews · ...
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Sun Life Advisor
Natagpuan sa: Talent PH A C2 - 3 araw ang nakalipas
Sun Life - Diamond Sales Unit Imus, Pilipinas Part timeAs a Sun Life Financial Advisor, you will be responsible for providing financial advice and solutions to clients. This part-time position offers a commission-based structure with unlimited income potential. Your role will involve building and maintaining client relationships, ass ...
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US Mortgage Underwriters
Natagpuan sa: Trabajos diarios PH C2 - 14 oras ang nakalipas
Gratitude Philippines Pasay, PilipinasJOB FUNCTIONS AND RESPONSIBILITIES · Review and analyze the mortgage loan application to ensure eligibility, accuracy, completeness, and compliance with internal and regulatory guidelines to minimize risk factors Review all required loan data, reports, and inspections to insure t ...
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438557 | Finance Specialist - UK Indirect Tax
Natagpuan sa: Betterteam US S2 T2 - 5 araw ang nakalipas
Monroe Consulting Phils., Inc. Parañaque, Pilipinas Buong orasDepartment: Manila Finance Shared Services Center - Tax · Reports to: Senior Finance Specialist · Direct Reports: None · Responsibilities:Deliver accurate and timely reports and analysis as required by the Group Tax team. · Validate and check tax returns and reports prepared by t ...
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Analyst - Finance & Enterprise Performance - PH
Natagpuan sa: Foundit PH A2 - 2 araw ang nakalipas
Deloitte SEA Manila, PilipinasIn the Finance & Performance offering, we sit within the Enterprise Technology and Performance team of Deloitte Consulting Southeast Asia. As part of our Finance & Enterprise Performance team, you'll act as a trusted advisor to CFOs, COOs, CIOs, and key executives. You'll work in ...
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Manager, Business Development
Natagpuan sa: Foundit PH A2 - 6 araw ang nakalipas
Ditrolic Energy Manila, PilipinasDuties and responsibilities · To identifies, evaluates, develops and execution on the project acquisition opportunities that support the business objectives of the Utility Scale Renewables Business, i.e. Solar, Wind and Storage by applying the combination of technical, project an ...
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Field HR Senior Analyst
Natagpuan sa: Talent PH A C2 - 2 araw ang nakalipas
Gratitude Philippines Manila, Pilipinas Buong orasQualificationsMust have: · • HR Generalist profile will do, but more strategic business partner rather than transactional HR with experience of 3 to 5 years · • Excellent Communication skills – especially for presentation/leadership meetings · • Comfortable in using Excel and Pow ...
Financial Advisor - Cavite City, Pilipinas - Sun Life Philippines
Paglalarawan
As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present.You are expected to do the following activites: