Financial Advisor-Hybrid - Taguig, Pilipinas - Pru Life UK

Financial Advisor

5 araw ang nakalipas

Role 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 ...

Financial Advisor

5 araw ang nakalipas

Job Description:- Discuss/Offer financial services by identifying and approaching potential clients and/or by activelyposting relevant information via different social media platforms- Assess and review the client's current financial situation and needs to create and present atai ...

Financial Advisor

1 linggo ang nakalipas

Join 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 ...

Financial Advisor

5 araw ang nakalipas

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer rel ...

Financial Advisor

5 araw ang nakalipas

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. · 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or ...

Financial Advisor

5 araw ang nakalipas

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,00 ...

Financial Advisor

5 araw ang nakalipas

· • Establishes, 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 ...

Financial Advisor

5 araw ang nakalipas

Qualifications: · 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 ...

Financial Advisor

5 araw ang nakalipas

Establishes, 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 ...

Financial Advisor

2 araw ang nakalipas

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: · • Provide financial advice to clients in their short or long term financial goals. · • Respond to prospective customer queries ...

Financial Advisor

2 araw ang nakalipas

Provide 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 ...

Sun Life Financial Advisor

4 araw ang nakalipas

Sun 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 ...

We Need Part Time Financial Advisor

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WORK ANYTIME, ANYWHEREEXTRA SOURCE OF INCOMEStart either PART TIME or FULL TIMEBecome a Pru Life UK Licensed Financial Advisor​QUALIFICATIONS:College Graduate of at least 4 year courseAge 21-35 onlyNo experience requiredPERKS:Permanent WFH SetupFlexible working hours (No time IN/ ...

Sun Life Financial Advisor

1 linggo ang nakalipas

As 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 ...

Client Services Agent

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Position Description · Job Summary: · As a Financial Support Representative specializing in financial investments, you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional cus ...

Tax Manager

5 araw ang nakalipas

Job Requirements: · You must have a Bachelor's/College Degree in Accountancy or Finance CPA is required · You must have 7-10 years relevant experience, with at least 3-5 years exposure in a regulatory team or with close collaboration with Philippine authorities such as PEZA, BIR ...

Invest Servicing Senior Specialist III

5 araw ang nakalipas

Job Description : · Be part of our JP Morgan Wealth Management Team as an Invest Servicing Senior Specialist · Job Summary: · As a JP Morgan Wealth Management- Invest Servicing Sr. Specialist III within our client services team, you will be tasked with receiving and resolving inq ...

APAC Finance Business Partner

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Pioneer role · Work with a growing multinational software company · About Our Client · The client is a leading multinational software company with a growing presence in APAC. · Job Description · Act as a senior financial analyst and trusted advisor to the senior management team · ...

Financial Planning and Analysis Manager

5 araw ang nakalipas

The FP&A Manager plays a critical role in helping organizations make informed financial decisions and achieve their strategic objectives. Responsible for providing insights, data-driven recommendations, and financial plans that contribute to the company's success and growth. · Jo ...

Accountant

5 araw ang nakalipas

Role Description · This is a full-time hybrid role for an Accountant. · The Accountant will be responsible for executing financial transactions, recording account information, and maintaining financial records. Additionally, the Accountant will be responsible for analyzing financ ...