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 Advisor
Financial Advisor
Escosia Life Insurance Agency, we are committed to helping our clients secure their financial futures. We offer a comprehensive range of insurance and financial services, and we are seeking motivated individuals to join our team as Financial Advisors.
As a Financial Advisor at Escosia Life Insurance Agency, you will build strong relationships with clients, providing tailored financial advice and solutions to meet their unique needs. This role is ideal for individuals who are passionate about helping others achieve their financial goals.
Financial Advisor
We are looking for a knowledgeable and client-oriented Financial Advisor to join our team. The ideal candidate will be passionate about helping clients achieve their financial goals and will possess strong analytical skills, excellent communication abilities, and a commitment to exceptional service.
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
- 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
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 Consultant
Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio, medical emergency preparation, retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification.
Financial Advisor
- We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection.
- The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals.
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
Financial Wealth Planner
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.
Financial Advisor/Insurance Advisor
- 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.
Customer Service Representative - Financial Account
WHO WE ARE?
Asiatel Outsourcing is experiencing unprecedented growth and is actively seeking top-tier talent to join our esteemed FinTech Team. As we continue to expand our operations, we are committed to fostering a culture of excellence and innovation.
WHY US?
Join one of the most dynamic and rapidly expanding teams of 2024! Become a vital member of our team as a CUSTOMER SERVICE REPRESENTATIVE for our prestigious International Financial Account. Contribute to one of our most successful campaigns and be part of our exciting growth journey.
We are seeking a dedicated and professional Customer Service Representative (CSR) to join our team. The CSR will handle customer inquiries, resolve issues, and provide exceptional service through inbound and outbound calls and emails. The ideal candidate will represent the company positively, process remittances accurately, ensure compliance with regulations, and maintain up-to-date knowledge of our products and services.
We are looking for individuals who are passionate about delivering exceptional customer experiences, possess excellent communication skills, and thrive in a fast-paced environment. This is an incredible opportunity to be part of a dynamic team at the forefront of the financial technology industry.
If you are ready to embark on an exciting career journey with ample opportunities for growth and development, then we invite you to join us at Asiatel Outsourcing. Take the next step in your career and become a valued member of our rapidly expanding FinTech Team! Apply now to seize this extraordinary opportunity.
- Provide a high level of customer service, respond to inbound calls and emails (handles customer’s queries by explaining procedures; answering questions; providing information, and resolution for customers. And proactively do outbound calls as necessary.
- Present the best image of the company as the first contact with a client or potential client.
- Process remittances and ensure transactions comply with local and overseas regulations.
- Handle the transactions with the utmost care and honesty.
- Works within established departmental procedures to resolve common remittance-related issues such as not in good order situations.
- Gather information useful in providing recommendations and solutions to a technical problem.
- Ensure compliance with service agreements to evade legal issues.
- Maintain up-to-date knowledge of company products and services.
- Educate customers on the features of company products/services to minimize technical challenges.
- Follow-up on customers to ensure their issues are completely resolved.
- Maintain customer records by updating account information and tracking customer issues using CRM to ensure quick resolution.
- Support several products of Lemonade Technology Inc.
- Provides General Customer Service support with the aim to build a strong relationship between the Customer and the Company
- Contributes to team effort by accomplishing related results as needed.
- Maintains communication with your Team Manager /Operations and other departments as needed.
- To provide support for a list of specific online marketing tasks delegated by the Client (Lemonade Director, or the Team Leader / Managers)
- Maintain a regular and reliable level of attendance and punctuality.
- Perform appropriate duties as assigned by Management. Other duties may be assigned.
Financial Advisor (Full-Time / Part-Time)
Are you passionate about helping others achieve their financial goals? Join our dynamic team as a Financial Advisor and enjoy the flexibility of remote work while making a meaningful impact on our clients' lives. Whether you are seeking a full-time career or a part-time opportunity, we offer an engaging environment where your financial expertise can thrive.
- Client Consultation: Provide personalized financial advice and solutions to clients based on their unique financial situations and goals.
- Financial Planning: Develop and implement comprehensive financial plans, including investments, retirement, estate planning, and insurance.
- Market Research: Stay updated on financial markets, trends, and products to offer informed recommendations.
- Relationship Building: Cultivate and maintain strong relationships with clients to understand their evolving needs and objectives.
- Compliance: Adhere to regulatory requirements and company policies to ensure ethical and legal practices.
- Growth Initiatives: Actively seek new clients and opportunities to expand your client base and grow your financial advisory practice.
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