Financial Consultant
-Explains the type of financial services to the clients.
-Assess the client's financial situation to present a financial plan
-Develops financial strategy by guiding the client to establish and achieve financial goal.
-Monitor client's financial situation.
Financial Consultant
- Provide expert financial advice on insurance and superannuation products.
- Analyze clients' financial situations and develop personalized strategies.
- Conduct regular reviews and adjust plans as needed.
- Build and maintain strong client relationships.
- Stay updated on industry trends and regulations.
- Collaborate with Team Niko at Prulife UK to achieve collective goals.
Financial Consultant
Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial consultant.
Be part of our newest program - Fast track to Entrepreneurship!
A financial consultant plays a pivotal role in guiding individuals and businesses toward their financial aspirations. With their expertise and tailored strategies, they can help clients navigate the complexities of finance, ensuring better control over their financial futures. When choosing a financial consultant, it’s essential to consider qualifications, expertise, and personal rapport to ensure a productive and trustworthy relationship. In an ever-evolving financial world, enlisting the help of a knowledgeable advisor can be one of the wisest financial decisions you make.
Financial Consultant
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct financial needs analysis to understand clients’ goals and risk tolerance.
- Provide ongoing support and updates to clients as their financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
- Offer advice on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and financial best practices.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Present and promote financial products that align with clients' needs.
- Meet or exceed sales targets and contribute to the team’s overall performance.
- Training and Development:
- Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
- Obtain necessary certifications and licenses to practice as a financial advisor.
Financial Consultant
- Provide personalized financial advice to clients regarding insurance and superannuation products.
- Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection.
- Educate clients about insurance policies, investment options, and retirement planning.
- Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry.
- Stay updated on industry regulations and market trends to ensure compliance and competitiveness.
Financial Consultant
- Explains the type of financial services to the clients
- Assesses the client's financial situation to present a financial plan
- Develops financial strategies by guiding the client to establish and achieve financial goals
- Monitors client's financial situation
- Provides quality after-service to the clients
- Maintains good relationship with the clients
Perks:
- Weekly Earnings
- Work From Home Set Up
- Free Local and International Travel Incentives
- No Time-in and Time-out
- Work Anytime, Anywhere
- HMO Benefit
- Group Life Insurance Benefit
- Free Trainings
- No Working Experience Needed
- Fresh graduates are welcome
Benefits:
- Flexible schedule
- Flextime
- Health insurance
- Life insurance
- Opportunities for promotion
- Work from home
Supplemental Pay:
- Commission pay
- Performance bonus
- Monthly Bonus
- Quarterly bonus
Financial Wealth Planner
We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.
- Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
- Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
- Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
- Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
- Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
- Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.
Part-Time Financial Consultant of Pru Life UK
PRU LIFE UK - TEAM KEZIA is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.
We are looking for a motivated and client-focused Financial Advisor to join our team at PRU LIFE UK - TEAM KEZIA In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.
Client Consultation:
- Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.
Financial Planning:
- Create detailed financial plans and strategies that address clients’ needs, including life insurance, retirement planning, and investment strategies.
Insurance Solutions:
- Recommend and explain insurance products and services that are best suited to meet clients’ financial goals and risk profiles.
Portfolio Management:
- Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.
Compliance:
- Ensure all financial advice and transactions comply with industry regulations and company policies.
Client Relationship Management:
- Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.
Market Awareness:
- Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients
What We Offer:
- Php 20K-40K weekly income
- Local and international travel opportunities
- Free HMO
- Agent Savings Plan
Financial Consultant
- 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
Agency Sales Leader
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.
Sales Officer (Bancassurance)
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
Immigration Consultant
Financial Advisor
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
Financial Advisor
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
Financial Advisor
- 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
Popular Jobs
Operations Associate
We're looking for someone energetic and excited to work and learn in our team!
As a Operations Associate, you will:
- Meet and maintain our relationships with new and existing clients - you will be their point person!
- Prepare reports covering clients' backgrounds and highlighting crucial details that can make or break an application. These reports will be openly discussed with upper management.
- Work closely with other departments (including Finance, Accounting, Legal, Marketing) as clients pass from one stage to next in the application process.
- Be a dynamic part of the team, as a small company, you'll wear different hats and have the opportunity to really learn the business inside out!
- Please note that this is not a work from home position since we value in person discussion and collaboration.
I.T Staff | Admin Officer
An IT Technician is a professional who is responsible for installing, maintaining and repairing hardware & software components of the organizations computers. They also support these systems through remote access or site visits as needed by management teams within their company.
Responsibilities
• Set up workstations with computers and necessary peripheral devices (routers, printers etc.)
• Check computer hardware (HDD, mouses, keyboards etc.) to ensure functionality
• Install and configure appropriate software and functions according to specifications
• Develop and maintain local networks in ways that optimize performance
• Ensure security and privacy of networks and computer systems
• Provide orientation and guidance to users on how to operate new software and computer equipment
• Organize and schedule upgrades and maintenance without deterring others from completing their work
• Perform troubleshooting to diagnose and resolve problems (repair or replace parts, debugging etc.)
• Maintain records/logs of repairs and fixes and maintenance schedule
• Identify computer or network equipment shortages and place orders
* Editing Lazada & Shopee Platforms and other related Websites
Sales Assistant/Sales Clerk
- Greeting customers and offering assistance
- Recommending products or merchandise to help customers
- Answering questions and addressing concerns
- Informing customers about sales, promotions and policies
- Demonstrating how products work
- Taking payments for purchases and packaging purchases
- Stocking merchandise and creating displays
- Taking inventory and monitoring sales floor
Online English Teacher
TALKENGLISH.VN offers 1-on-1 online English courses that connect more than 8,000 students and experienced, well-trained foreign teachers. You can study anytime, anywhere, choose flexible study hours 6h-23h and design personalized learning programs. Talk English wants to build the leading online English school in Vietnam, helping people to increase their listening reflexes, improve their proficiency and use English fluently as a native language.
- Teaching location: via Skype.
- Courses: English for children and teenagers, English Communication for adults, etc. (experienced in teaching Business English, TOEIC, TOEFL, IELTS are major advantages).
- Classes: 1 to 1.
- Time to start: As soon as possible
Benefits:
- Flexible schedules and working locations.
- Salary: Negotiable.
- Competitive rate.
- Provided training
- Long term contract.
How to apply
Interested applicants please send us your CV including a recent photo, a cover letter, a copy of your passport and copies of your certificates
Remote Entry Level Recruiter
Our company is looking for a remote entry level recruiter to join our team! We are looking for someone that enjoys working with people and is looking for growth and a career opportunity in the Human Resources and Recruitment industry. This is a full-time work from home position!
Main responsibilities are:
- Interview scheduling, managing calls, email and text campaigns
- Sourcing of resumes, job posting ads and screening for assigned positions.
- Conduct pre-screening phone interviews with potential candidates.
- Train and develop new recruits.
Prior experience in recruiting, customer service or sales is preferred but not required. We are looking for someone to start as soon as possible, we provide full training and growth opportunities.
Credit Pilipinas, Inc.
COSMETIQUE
COSMETIQUE
TALK ENGLISH VIETNAM
Zazrow Corporation
