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Unfinanced / Angel
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Health Insurance, Career Development, Performance Bonus
Financial Consultant
JUAN NICCOLO REYES · MANAGER
Description
  • 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.
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John Nicolas · Lincesed Financial Advisor, Recruiment Coordinator
Prulife UK Philippines - Team Eygee
Insurance & Superannuation
<50 Employees
Unfinanced / Angel
Financial Consultation | Financial Literature
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John Nicolas · Lincesed Financial Advisor, Recruiment Coordinator
Description

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.

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Fresh Graduate/Student
Bachelor
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Ma. Crownelle Charmaine Matibag · Assistant Unit Manager / FA
Online
Pru Life UK - ORSLIA
Insurance & Superannuation
501-1000 Employees
Unfinanced / Angel
Active Listening | Communication Skills | Interpersonal Skills | Analytical Thinking | Time Management | Sales/Negotiation Skills | Problem-Solving | Adaptability | Professional Ethics
Health Insurance, Disability Insurance, Family/Dependent Health, Life Insurance, Unlimited or Flexible PTO, Career Development, Distributed team, No Politics at Work, Performance Bonus
Financial Consultant
Ma. Crownelle Charmaine Matibag · Assistant Unit Manager / FA
Description

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.
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Financial Consultant

₱15-25K[Monthly]
Fresh Graduate/Student
Bachelor
Part-time
Kristine Joy Tagoc · HR Officer
Pru Life UK - Team Cyra
Insurance & Superannuation
51-100 Employees
Unfinanced / Angel
People Oriented | Futures Sale | Fund Sales | Online Sales
Fertility Assistance, Life Insurance
Financial Consultant
Kristine Joy Tagoc · HR Officer
Description

-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.

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Part-Time Financial Consultant of Pru Life UK

₱20-40K[Monthly]
Fresh Graduate/Student
Bachelor
Part-time
Kezia Verzosa · Owner
Pru Life UK -Team Kezia
Insurance & Superannuation
<50 Employees
Unfinanced / Angel
Analytical reasoning | Problem solving | Financial analysis | Interpersonal skills | Communication
Part-Time Financial Consultant of Pru Life UK
Kezia Verzosa · Owner
Description

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
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Financial Consultant

₱50-80K[Monthly]
Fresh Graduate/Student
Bachelor
Part-time
Justerini Boris Baltazar · Manager
Pru Life Insurance Corporation of U.K - Black Orcas
Insurance & Superannuation
>1000 Employees
Unfinanced / Angel
Consultative Sales | Futures Sale | Fund Sales | People Oriented
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Justerini Boris Baltazar · Manager
Description
  • 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.
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₱25-40K[Monthly]
No Exp Required
Bachelor
Full-time
SUMICHI PASCUA · ASSISTANT UNIT MANAGER
Global One Life Insurance Agency
Insurance & Superannuation
>1000 Employees
Unfinanced / Angel
Networking Skills | People Oriented | Team Player | Willing to Learn | Resilient | Growth Oriented
Financial Consultant
SUMICHI PASCUA · ASSISTANT UNIT MANAGER
Description
  • 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

Functional Consultant

₱20-35K[Monthly]
No Exp Required
Bachelor
Full-time
Germelyn Pena · HR Officer
Softype Philippines Inc - Cebu
Information & Communication Technology
51-100 Employees
Unfinanced / Angel
Accounts Payable | Audit | Billing | Process Improvement | Financial Analysis | Auditing | Account Reconciliation | Accounting Methods | Attention to Details | Accounting Software
Health Insurance, HMO, Sick Leave, Vacation Leave, Employee of the Month Award, Job Training, 13th Month Pay, Employee Loan, Pag-Ibig Fund, Paid Holidays, Philhealth, SSS/GSIS
Functional Consultant
Germelyn Pena · HR Officer
Description

The Functional Consultant- Support will be responsible for handling customer requirements, issues or queries in Oracle NetSuite. Working closely with different team s for handling day to day tasks.

Immigration Consultant

₱15-20K[Monthly]
No Exp Required
Bachelor
Full-time
Benjie Verana · HR Officer
AIS Manila Inc.
Consultancy and Management Services
<50 Employees
Unfinanced / Angel
Salesforce | Teamwork | Sales Management | Relationship Building | Communication Skills | Negotiation | Sales Support | Creative Problem Solving | Cold Calling | Attention to Detail
Telecommunication Allowance, Housing Allowance, Incentives, 13th Month Pay, Pag-Ibig Fund, Paid Holidays, Philhealth, SSS/GSIS
Immigration Consultant
Benjie Verana · HR Officer
Description

  • Conduct client outreach, establish rapport, and nurture long-term relationships.
  • Understand client needs to offer tailored consultancy solutions.
  • Meet and exceed sales targets, providing regular reports to management.
  • Stay up-to-date with industry trends to maintain a competitive edge.
  • Deliver presentations and proposals that reflect AIS Manila Inc.'s caliber in Consultancy and Management Services.
  • Must assess interested clients and deal with face-to-face applications and by post to ensure that the client is suitable for the application.
  • Oversee the completion of the relevant visa and immigration documents of the client before passing them on to the Documentation Specialist
  • Oversee all aspects of the Immigration Service, ensuring that the process runs smoothly
  • Must maintain strong working relationships with all clients and colleagues.
  • Sales Consultant

    ₱20-25K[Monthly]
    1-3 Yrs Exp
    Bachelor
    Full-time
    Catherine Mariano · HR Manager
    Dangdang New Energy Auto Service ( Philippines ) Ltd., Corp.
    Automotive
    <50 Employees
    Unfinanced / Angel
    Proven experience in sales in automotive industry.
    Sales Consultant
    Catherine Mariano · HR Manager
    Description

    As a Sales Consultant, you will be responsible for driving sales and fostering strong relationships with clients to understand their needs and provide tailored solutions. Your role involves engaging with potential and existing customers, presenting products or services, and ultimately contributing to the growth and success of the organization.


    The key responsibilities will be :

    • Interacting with customers to understand their needs and preferences, and providing personalized assistance throughout the buying process.
    • Keeping a comprehensive knowledge of various vehicle models, features, financing options, and industry trends to effectively guide and advise customers.
    • Conducting test drives and demonstrating vehicle features, helping customers experience the benefits firsthand.
    • Presenting sales proposals and negotiating terms to close deals, including trade-in evaluations and financing arrangements.
    • Seeking out and engaging potential customers through networking, referrals, and follow-up outreach.
    • Developing and maintaining relationships with customers to promote repeat business and referrals.
    • Staying updated on market trends, competitor offerings, and pricing strategies to stay competitive.
    • Documenting sales activities, tracking customer interactions, and providing regular updates to management on performance metrics.
    • Working closely with the marketing department to ensure a smooth customer experience and effectively address their service needs.


    Sales Consultant

    ₱20-25K[Monthly]
    Fresh Graduate/Student
    Diploma
    Full-time
    Hyundai Silang · HR
    Hyundai Silang Cavite
    Automotive
    <50 Employees
    Unfinanced / Angel
    Sales Management | Relationship Building | Teamwork | Interpersonal Skills | Communication Skills | Communication
    Sales Consultant
    Hyundai Silang · HR
    Description


    • Engage customers to assess their automotive needs and provide tailored solutions.
    • Promote Hyundai vehicles, emphasizing features and benefits to boost sales.
    • Maintain a deep knowledge of Hyundai products and the automotive market.
    • Develop long-term relationships with clients, ensuring high customer satisfaction.
    • Collaborate with dealership teams to achieve sales targets and enhance customer experience.


    Sales Consultant

    ₱20-25K[Monthly]
    <1 Yr Exp
    Bachelor
    Full-time
    Darwin HR · HR Manager
    SkillSelect Global Immigration Services Inc
    Consultancy and Management Services
    51-100 Employees
    Unfinanced / Angel
    Negotiation | Communication | Teamwork | Attention to Detail | Interpersonal Skills | Communication Skills | Customer Relationship Management | Lead Generation
    Commission, Telecommunication Allowance, 13th Month Pay, Pag-Ibig Fund, Paid Holidays, Philhealth, SSS/GSIS
    Sales Consultant
    Darwin HR · HR Manager
    Description
    • Responsible for advising and assisting our clients with the correct immigration solutions for their needs.
    • Develop and maintain relationships with clients to understand their needs and offer tailored solutions.
    • Collaborate with team members to create engaging presentations and proposals.
    • Achieve sales targets and contribute to company growth.

    Financial Consultant

    ₱20-40K[Monthly]
    Fresh Graduate/Student
    Bachelor
    Part-time
    Jasper Dela Cruz · Assistant Unit Manager
    Alexandrite 2 Ace - Pru Life UK
    Insurance & Superannuation
    501-1000 Employees
    Unfinanced / Angel
    Teamwork | Sales Management | Financial Literate | Presentation | Insurance | Finance Industy | Responsible | Branding | Prospecting | Target Driven
    Commission, Performance Bonus, Life Insurance, HMO, Free Meals, Open Workspace, Employee of the Month Award, Employee Recognition Program, Incentives, Mentorship Program, Professional Development, Childcare, Dependent Care, Flexible Hours, Travel Concierge, Work from Home
    Financial Consultant
    Jasper Dela Cruz · Assistant Unit Manager
    Description
    • 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
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    Finance Consultant

    ₱20-30K[Monthly]
    Fresh Graduate/Student
    Bachelor
    Part-time
    Dennise Leigh Dean Canque · HR Manager
    Pru Life UK - Team Dennise
    Insurance & Superannuation
    <50 Employees
    Unfinanced / Angel
    Sales | Client Services | Interpersonal Skills | Communication Skills
    Health Insurance, Career Development, Performance Bonus
    Finance Consultant
    Dennise Leigh Dean Canque · HR Manager
    Description

    Position Overview:

    We are looking for driven and client-focused Financial Advisors to join our team. In this role, you will work directly with clients to provide expert financial advice and personalized life insurance solutions. You will have the opportunity to build relationships, develop financial plans, and offer a range of insurance products that help clients achieve their financial goals and protect their future.


    What We Offer:


    Competitive Compensation: Earn Php20K-30K monthly income, with performance-based bonuses and incentives.

    Career Growth: Opportunities for promotion to leadership roles, such as Sales Manager, with added income potential (extra Php20K to Php100K).

    Travel Incentives: Local and international travel opportunities for top performers.

    Comprehensive Benefits: Free HMO coverage and Agent Savings Plan for financial security.

    Flexible Work Arrangements: Open to both part-time and full-time roles, providing flexibility for individuals at different stages of their careers.

    Implementation Specialist

    ₱20-25K[Monthly]
    1-3 Yrs Exp
    Bachelor
    Full-time
    Cherry Lou Yparraguirre · HR Administrator
    Agile Software Solutions and Technologies OPC
    Consultancy and Management Services
    51-100 Employees
    Unfinanced / Angel
    Customer Support | Interpersonal Skills | Attention to Details
    Performance Bonus, Telecommunication Allowance, Meal Allowance, Dental Insurance, Health Insurance, Maternity & Paternity Leave, Parental Leave, Sick Leave, Solo Parent Leave, Special Leave for Women, Vacation Leave, Wedding Leave, Well-Stocked Pantry, 13th Month Pay, Employee Loan, Pag-Ibig Fund, Paid Holidays, Philhealth, SSS/GSIS
    Implementation Specialist
    Cherry Lou Yparraguirre · HR Administrator
    Description

    We are looking for one Implementation Specialist to join our Project Team!


    Job Summary:

    1. Understanding Client’s Business Processes: Understand the client’s business processes and map the requirements to the software being implemented.
    2. Requirement Elicitation: Gather and analyze client requirements, document business processes, and recommend solutions using the specific application or modules.
    3. Conducting Workshops: They conduct workshops and meetings with clients to understand their business needs and align with the functionality of the software being implemented accordingly.
    4. Configuration: Configure the software being implemented to align with business processes.
    5. Training: Provide training and support to end-users to ensure effective use of the software.
    6. Documentation: They draft the necessary documentation (workflows) and guidelines for every business department.
    7. Project Management: They organize and follow up on the software implementations.
    8. Issue Resolution: Analyze and manage issues arising during implementation and ensure timely resolution of issues.

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