Financial Consultant - Binondo
2 araw ang nakalipas
Paglalarawan ng trabaho
Job description:
- Candidate must possess at least Bachelor's/College Degree in any field
- 1 Year of working experience in the related field is preferred for this position
- Undertakes financial planning interviews
- Analyzes, prepares reports, and presents findings with recommendation for Sun Life Grepa products
- Provides after-sales services
- Develops and maintains sound relationships with bank branch personnel
- Generates referrals for the bank from fact finding interviews
Job Type: Full-time
Benefits:
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
Schedule:
- Day shift
- Fixed shift
- Monday to Friday
Supplemental Pay:
- 13th month salary
- Bonus pay
- Commission pay
Application Question(s):
- How soon can you start?
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: In person
Job Type: Full-time
Pay: Php20, Php23,000.00 per month
Benefits:
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
Application Question(s):
- How soon can you start?
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: In person
Mga katulad na trabaho
This is a part-time · remote role for a Financial Advisor at Pru Life UK - PH. The Financial Advisor will be responsible for providing financial planning, · retirement planning investment advice, · and financial advisory services to clients.Good communication · and interpersonal ...
2 linggo ang nakalipas
A Financial Consultant Is a Professional Who Provides Advise And Guidance To Individuals Businesses Or Organizations Regarding Their Financial Matters. · ...
2 linggo ang nakalipas
A Financial Consultant is a professional who provides advise and guidance to individuals businesses or organizations regarding their financial matters. · Graduate of any 4 year course; · Fresh graduate are highly encouraged to apply. · ...
2 linggo ang nakalipas
No previous work experience required. Resides within or near Metro Manila (Including Bulacan, Rizal, Laguna, Cavite). Willing to undergo training and coaching. · ...
6 araw ang nakalipas
Actively promote and sell life insurance and investment products to bank customers. · ...
1 buwan ang nakalipas
A Financial Consultant helps clients make smart decisions with their money. · ...
1 linggo ang nakalipas
Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial situations and develop tailored financial plans. · ...
1 buwan ang nakalipas
Build a career with a purpose. · At Pru Life UK, you help protect families while building a flexible and rewarding career.Work on providing financial guidance and protection solutions to clients. · ...
1 buwan ang nakalipas
This is a full-time hybrid role based in Metro Manila with flexible opportunities for remote work. · ...
4 linggo ang nakalipas
The Financial Solutions Consultant's responsibilities include offering financial planning and investment guidance to clients, crafting long term financial strategies assisting clients in reaching their financial objectives. · conducting portfolio evaluations · analyzing market tr ...
1 linggo ang nakalipas
We are seeking a highly skilled and experienced Financial Functional Consultant to join our dynamic team. The ideal candidate will have extensive knowledge of financial modules within Oracle Fusion Applications. · ...
2 linggo ang nakalipas
We are seeking proactive and customer-focused professionals to join our team as Financial Solutions Consultants. In this role, you will represent the organization within a partner bank, delivering tailored insurance solutions to clients.You will act as a trusted financial advisor ...
6 araw ang nakalipas
We're Hiring | Oracle ERP Cloud – Finance Functional SME · We are looking for an experienced Oracle ERP Cloud Finance Functional Consultant to join our Business Solutions team. This role is ideal for someone who enjoys owning end-to-end finance applications and working closely w ...
3 linggo ang nakalipas
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service expertise and integrity. · ...
4 araw ang nakalipas
Provide financial guidance to our clients in the insurance and investment industry. · Analyze financial data and market trends to help clients make informed decisions. · ...
3 linggo ang nakalipas
The position involves working as a consultant in financial reporting for Northern Trust. The role requires operating under general supervision but working independently most of the time. It includes technical competency to act as a first point of reference for day-to-day queries ...
1 linggo ang nakalipas
A Financial Consultant helps clients make smart decisions with their money. · Financial Assessment: Reviewing a customer's current accounts, debts, and income to understand their "big picture". · Product Recommendation: Suggesting the right financial products (e.g., credit cards ...
1 linggo ang nakalipas
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service expertise and integrity. · ...
1 buwan ang nakalipas
We're Hiring | Oracle ERP Cloud – Finance Functional SME. · We are looking for an experienced · Oracle ERP Cloud Finance Functional Consultant · to join our Business Solutions team. · This role is ideal for someone who enjoys owning end-to-end finance applications, · driving impr ...
3 linggo ang nakalipas
Demonstrate customer need-based selling to China Bank's high net worth clients of MCBL protection, health, savings, education, retirement, investment and business solutions. · ...
1 buwan ang nakalipas