Reporting Line: Director for Finance & Procurement

• Oversee Finance & Treasury function.
• Oversee Commercial Invoicing Process
• Oversee Credit & Collection Process
• Ensure compliance to Local Statutory requirements, Generally Accepted Accounting Principes (GAAP) and International Financial Reporting Standards (IFRS) for 6 PH entities and Guam entity
• Close collaboration with Finance Shared Services Center, Group Control, Support Group, Commercial & Non-Commercial teams and other internal/external stakeholders
• Ensure business controls are in place and sites are “audit ready”

Financial Governance:

• Establish and maintain robust financial controls and process to ensure accuracy and integrity in financial reporting.
• Prepare accurate and timely financial statements and reports (Management and Statutory books) for internal and external stakeholders.
• Collaborate with Group Control to ensure compliance to Corporate Policies and Statutory standards.
• Regular review of Balance Sheet items and any outstanding items are resolved and cleared

Cash, Working Capital & Asset Management:

• Administering intercompany loan agreements for company borrowings
• Oversee physical administration and controls of fixed assets
• Efficiently manage vendor payments and cash balances
• Provide cash flow forecasts and estimates
• Work closely with Commercial to ensure timely collections of receivables
• Closely monitor key performance indicators of Credit and Collection team to ensure DSO targets are met consistently Business Controls
• Review current procedures, making recommendations and putting financials policies, procedures, controls and reporting systems into place
• Conducts internal review and assessment for those critical processes
• Manage the risk assessment process and tools for Commercial, Non-Commercials and Support Group activities Team Leadership
• Lead and mentor a team of finance professionals, fostering a culture of accountability, compliance, and continuous improvement.
• Collaborate with cross-functional teams to achieve financial and non-financial goals & objectives. Integrity and Compliance
• At all times, comply with Code of Integrity and Professional Conduct
• Complies with the QHSE policies including but not limited to:
• Demonstrates strong commitment to QHSE Policies, Procedures, and Work Instructions by participating in safety meetings, completing required training, intervening in unsafe situations, refusing unsafe work, and complying fully with all applicable laws and regulations related to QHSE.
• Responds appropriately to emergency situations and assists other staff members in maintaining readiness to respond to emergencies within the workplace.
• In accordance with the QHSE Management System requirements, disposes of, or directs the disposal of, waste generated as a part of daily work performed in a safe manner and in compliance with all waste transportation and disposal regulations and requirements. 
• Reports all incidents (actual incidents and near misses) in accordance with the Incident Reporting requirements.
• Uses all equipment (including safety equipment) in the manner intended and reports any damaged / lost equipment to supervisor.
• Maintain a safe and tidy worksite.
• Maintains awareness of hazards and proposes controls to supervisor, QHSE Representatives or relevant client / site contact.
• Actively participates in incident investigations and risk assessments as deemed necessary by management.

Finance Controller

Work Set up: Hybrid (twice a week remote work and three times per week office based in Angeles, Clark, or Makati Office)

Work Shift: Monday to Friday (Needs to be Flexible on Shifts)

As a Financial Controller, you are responsible for directing and coordinating financial planning, budgeting, accounting, and reporting functions. You will oversee the preparation of financial statements, monitor cash flow, manage financial risks, and ensure compliance with accounting standards and regulatory requirements. Additionally, you will provide financial analysis and insights to support strategic decision-making by senior management. You will also supervise the finance team, foster a culture of accountability and efficiency, and play a key role in optimizing the organization's financial performance

• Can develop and implement robust financial policies and procedures to ensure compliance and mitigate risk.
• Prepare monthly, quarterly, and annual financial reports, including profit and loss statements, balance sheets, and cash flow projections, and coordinate with third-party accounting provider
• Monitor and analyze financial performance, providing insights and recommendations to optimize the company's financial operations
• Manage cash flow and liquidity, ensuring adequate funds are available for operational requirements and strategic investments
• Collaborate with internal teams to support decision-making through financial analysis and insights
• Coordinate and support audits, tax filings, and other financial compliance requirements.
• Provide leadership and guidance to the finance team, driving performance and professional development

Sun Morning, connections!

We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.

Description:

• Undertakes Financial planning interviews using structured presentation processes and fact find materials.

• Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.

• Complete application forms and attends to underwriting requirements.

• Provides after-sales services.

• Compiles production and activity reports

• Develops and maintains sound relationships with bank branch personnel.

• Generates referrals for the bank from fact finding interviews.

• Provides Marketing feedback.

• Attends all Administrative functions.

FULL-TIME | ON-SITE WORK SETUP

Agency Sales Leader

Join our reputable financial services firm in the Philippines as an Agency Sales Leader at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc. In this pivotal role, you will drive the sales performance of Client Services Sales Managers and their teams of Client Services Sales Engagement Associates. This position requires a strategic approach to sales management, coaching, and development to achieve revenue targets and client satisfaction.

Sales Strategy and Execution:

1. Develop and implement sales strategies to drive revenue growth.

2. Analyze market trends and client needs to identify business opportunities.

3. Collaborate with Client Services Sales Managers to create actionable sales plans.

4. Provide guidance on sales techniques and client engagement.

5. Monitor sales performance metrics, including conversion rates.

6. Conduct regular sales reviews with Client Services Sales Managers.

Core Leadership and Development:

1. Lead and mentor Client Services Sales Managers to excel in their roles.

2. Provide coaching and performance feedback to enhance capabilities.

3. Set clear performance expectations and KPIs for the team.

4. Foster a culture of collaboration and continuous improvement.

5. Conduct regular meetings and training sessions.

Client Relationship Management:

1. Participate in key client meetings and address escalated inquiries.

2. Identify cross-selling and upselling opportunities.

3. Monitor client satisfaction and enhance retention strategies.

4. Build strong relationships with high-value clients.

Operational Management:

1. Oversee sales operations to ensure compliance with policies.

2. Collaborate with internal departments for seamless operations.

3. Monitor sales budgets and make data-driven decisions.

4. Ensure accurate reporting of sales performance.

Experience:

1. 2 to 5 years in sales management or related roles.

2. Proven success in driving sales performance.

3. Strong understanding of Philippine financial products and regulations.

Skills and Competencies:

1. Exceptional leadership and people management skills.

2. Strong sales acumen and communication skills in English and Filipino.

3. Analytical mindset and customer-centric approach.

Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?

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?

Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.

We take the risk out of people’s lives.

We are the trusted leaders who listen and respond to the financial needs of the Filipino people.

We are the People that DO.

Listening

Understanding

Delivering

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

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.

The role involves helping clients make informed decisions about their finances and achieve their financial goals.

• Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor.
• Be part of our newest program - Fast track to Entrepreneurship!
• Understanding the financial situation, goals, values, and risk tolerance of clients is fundamental. Advisors often conduct in-depth interviews and assessments to gather relevant information.
• Advisors develop comprehensive financial plans tailored to individual or organizational needs. This may include budgeting, saving, investment planning, tax strategies, estate planning, and retirement funding.
• Financial advisors provide information and resources to educate clients about various financial topics, helping them make informed decisions.

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

• Analyze clients' financial statuses (e.g., income, expenses and liabilities).
• Examine and suggest financial opportunities (e.g., insurance plans, investments).
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients’ changing needs.
• Help clients implement their plans and carry out transactions.
• Promote financial products and services.
• Assist clients in the event of a claim.
• Maintain updated knowledge of regulations, practices and financial products.

REMOTE WORK OPPORTUNITIES

OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES

Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.

• WORK-LIFE BALANCE with flexible working hours
• Attain high income potential and earn up to five years of passive commissions
• Faster Career Promotion based on performance
• Fun and inclusive workplace with diverse professionals from all fields
• 3 hours a day as part-timer / 6 hours a day as full-timer
• Hybrid set-up offering your flexibility and freedom
• Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
• Global Exposure
• Awards and Recognitions
• Continuous personal and professional growth
• A coaching and mentoring environment to maximize your capabilities
• Retirement / Provident Fund, Group Life Insurance, and HMO

Jumpstart your career by engaging in the business of helping people

• Recommend solutions to clients in order to achieve their financial objectives
• Guide existing clients in making wise financial decisions across different life stages
• Prepare financial plans and check their accuracy
• Manage, Develop, and train a group of financial consultant
• Willing to attend online meetings and trainings
• Full-time or Part time
• Flexible work schedule
• Work from home
• 20k - 50k / monthly possible earnings
• Free Local & International travels

The Financial Wealth Planner will be responsible for assisting clients in creating personalized financial plans, offering advice on investments, savings, retirement, and insurance options. This role involves building long-term relationships with clients, understanding their financial goals, and helping them achieve those goals through tailored financial strategies. The Financial Wealth Planner will also educate clients on financial planning and offer continuous support to help them stay on track.

A Customer Service Representative’s primary duty is to support customers. To fulfill this main responsibility, they may perform the following tasks:

• Providing introductory information to prospective and new customers
• Ensuring that consumers are satisfied with products or services by handling complaints and inquiries
• Following up with clients or customers by phone or email to check that they’re still satisfied with their purchases
• Letting patrons know about additional products or services that might benefit them
• Determining the quickest, most effective ways to answer a client’s or customer’s questions
• Escalating queries and concerns, when necessary
• Troubleshooting common issues with products or services
• Working with a team of CSRs and other departments to find appropriate solutions to problems

• Provide financial planning support to clients in alignment with Manulife's products.
• Understand client financial needs and objectives to propose suitable insurance and investment solutions through face to face client meetings.
• Maintain and build client relationships, offering personalized service in the insurance industry.
• Stay current with market trends and regulatory changes to offer informed advice.
• Commit to ongoing professional development and meet all licensure requirements.