Financial Consultant - Taguig, Metro Manila

· Provide expert financial advice to clients based on their individual needs and financial goals. · Analyze financial data and market trends to develop investment strategies and portfolio optimization. · Assist clients in risk management and financial planning, ensuring complian ...

+Join our team as a Part-Time Financial Consultant.+ · +Help clients understand their financial goals and needs+ · Offer financial solutions such as insurance and investment plans+ · Build lasting relationships and trust with clients+ · ...

+In a BPO or professional service context, · a Financial Services Representative acts as an expert guide for customers managing their money. · The role includes analyzing a customer's financial health and recommending solutions like savings plans, · insurance or investment option ...

We are looking for motivated individuals who want to build a meaningful and rewarding career in the financial services industry. · ...

Provide personalized financial advice to clients regarding insurance and superannuation products. · ...

Guide clients in planning and securing their financial future Offer insurance and investment solutions based on clients needs Build strong long-term relationships with clients Explain financial plans in a clear and easy-to-understand way Help clients protect their income family a ...

As a Financial Consultant, you will guide clients through personalized financial strategies that combine life insurance protection and investment growth. · ...

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. · ...

Curious to be one? Good news Our brand is expanding Do you want to have a rewarding career Work and live with purpose Travel in style Lead a team We are the trusted leaders who listen and respond to the financial needs of the Filipino people. · ...

About FWD Life Insurance · FWD Life Insurance Corporation (FWD Life Insurance) launched its commercial operations in September 2014. As of end-2021, FWD Life Insurance ranks 3rd and 5th in terms of Paid-up Capital1 and Total Premium Income2, respectively. · FWD Group is a pan-As ...

· The scope of the role is Core Finance covering mainly Purchase-to-Pay, Order-to-Cash, General ledger and reporting. Key aspects of the role are as follows: · System configuration: · Maintenance of a lean global chart of accounts structure which delivers both statutory and mana ...

Delivers to MCBL's objectives through lead generation, bank partnership and need-based selling of MCBL products. · Position Responsibilities: · Demonstrate customer need-based selling to China Bank's high net worth clients of MCBL protection, health, savings, education, retireme ...

Provide financial guidance to our clients in the insurance and investment industry. · Analyze financial data and market trends to help clients make informed decisions. · ...

Ideal for: Side Hustlers | Graduates | 4th-Year Students Flexible working hours (ideal for side income) Attractive commission-based earnings Professional training and mentorship Career development opportunities Performance-based incentives · ...

Job Description · Major Duties: · 1. Operates under general supervision but works on own most of the time. · 2. Technically competent to act as first point of reference for day-to-day queries and serves as a liaison to related areas. · 3. Has both broad and in-depth knowledge in ...

Job Summary: · Responsible for overall delivery of sales performance and acquisition of new business · Retention of quality business for the assigned branch and area · Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank pa ...

We are looking for a Financial Sales Consultant. · The job involves undertaking financial planning interviews, analyzing and preparing reports, and presenting findings with recommendations for Sun Life Grepa products. The consultant will also provide after-sales services, develop ...

Candidate must possess at least Bachelor's/College Degree in any field. At least 1 Year(s) of working experience in the related field is required for this position. · ...

A Consultant will operate under general supervision but works on own most of time. · ...

Job Summary: · Responsible for overall delivery of sales performance and acquisition of new business · Retention of quality business for the assigned branch and area · Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank pa ...