- 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

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.

• Provide financial advice to clients and help them achieve their financial goals.
• Work with the Unit Head in achieving team target through recruitment and sales.
• Analyze and evaluate clients' current financial status by reviewing financial documents, investment portfolios, and future goals.
• Develop customized financial plans based on clients' needs and objectives.
• Recommend appropriate strategies and products, such as investments, insurance, and retirement plans, to clients.
• Monitor and review clients' financial plans regularly to ensure they remain on track to meet their goals.

THIS IS A COMMISION BASED JOB!

• Initiates contacts with insurance brokers or prospective group clients to determine their group insurance requirements which First Life can serve either as an upgrading of the current coverage or new account;
• Conducts sale presentations to prospective group clients covering topics such as company profile, products and service, schedule of benefits, pooling network system, etc.;
• Responds to queries by correspondence or through emails regarding proposals submitted and new accounts closed subject to concurrence with Dept. Head or Asst. Supervisor for Corporate Sales;
• Prepares regular reports on the status of new accounts development, problems concerning negotiations, account servicing requirements, etc.; may include recommended action plans and timetables pertinent thereto;
• Coordinates with personnel/units concerned to thresh out problems on account administration, underwriting, pricing etc.;
• Gathers data required in the quotation of premiums and submits the same to the Office of the Actuary for pricing;
• Initiates preparation of formed proposal for approval of assistant supervisor for corporate sales or department manager, to prospective clients. If approve, prepares the final copy of the proposal and sent the proposal to prospective client either through agents, brokers or personally hand-carried or via mail.
• Coordinates with Actuarial Team for any client’s request for change in rates, or with Underwriting Department for any underwriting concerns.
• Prepares benefits orientation materials including brochures.
• Conducts Benefits orientation as requested by the clients.
• Attends conferences/seminars to increase business opportunities/development.
• Tap and establish new partnerships with brokers; general agencies and other distribution channels for group insurance plans.
• May perform other duties of similar complexity within the department or portions of the work of higher classified positions, as maybe assigned from time to time.

JOB SUMMARY

We seek a Collections Team Lead to engage in consumer collections of overdue accounts.

Primary responsibility will be monitoring, motivating, and training the Collections Team to ensure KPIs are met monthly.

Responsibilities:

• Coaching, mentoring, and motivating collections team members.
• Keep track of, RPC, Contact Rate, PTP Conversion Rate, PTP reminders and daily expected collections to ensure achievement of daily target.
• Manage incentive, rewards, and overtime tracking.
• Manage daily/weekly/monthly allocation of accounts to agents, daily collection reports and shift planning.
• Monitor collection trends/recommendations to be shared with the collections manager.
• Managing of Non-Payment Reason Reporting. Make sure these issues are understood and elevated to the collections manager.

Pru Life UK is one of the leading insurers in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos. With over 26 years of operations, Pru Life UK has the largest agency force of more than 39,000 licensed financial advisers and is an innovative force in the life insurance industry.

This is a WFH part-time role for FINANCIAL ADVISOR at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.

WHAT WE OFFER:

20k - 50k Weekly Income

Local & International Travel Incentives

Monthly and Quarterly Performance Bonus

HMO for you and your qualified dependents

Rewards and recognition

As a Title Insurance Assistant, you will play a crucial role in supporting our title insurance operations. You will work closely with our US-based team to ensure the smooth processing of title insurance documents, clearing stipulations, maintain accurate records, and provide excellent customer service to our clients.

Key Responsibilities:

• Assist in the preparation and review of title insurance documents.
• Order title through underwriting vendors
• Conduct title searches and examinations to verify property ownership and encumbrances.
• Coordinate with clients, lenders, and other stakeholders to gather necessary information.
• Maintain and update title records and databases.
• Provide administrative support to the title insurance team.
• Ensure compliance with company policies and industry regulations.
• Handle client inquiries and provide timely and accurate information.

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.

To provide assistance in underwriting, new business applications and customer service

• To manage the operation, development and advancement of personnel
• To manage the implementation of Credit & Collection SOP and policies
• Responsible to achieve the ideal collection efficiency in the branch
• To update and submit reports needed by the Management in connecting to duties and responsibilities.

Company: FWD Philippines

Position Type: Part-time, Commission-based

Location: Remote (Work from Home)

FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.

• Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
• Develop personalized financial plans tailored to each client's unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
• Educate clients on various financial products and services offered by FWD Philippines, including life insurance, investment funds, and retirement plans.
• Implement agreed-upon financial strategies and continuously monitor and adjust plans as needed to ensure alignment with clients' evolving goals and market conditions.
• Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
• Actively prospect and generate leads through networking, referrals, and other business development strategies to expand your client base.
• Stay informed about industry trends, regulatory changes, and product developments to remain a trusted resource and advisor to clients.

 Collaborate with Finance Account Officers to identify and explore insurance needs for existing clients.

 Ensure the achievement of the team’s targets, including insurance premiums, commissions, profitability, and client penetration.

 Implement business development initiatives and marketing programs to drive insurance sales and client engagement.

 Oversee the entire insurance process, from quotation/proposal generation, placements, and bookings to client servicing and administration of insurance accounts.

 Ensure seamless execution of insurance transactions while maintaining accurate and efficient processes and procedures.

 Provide high-quality client servicing to meet client needs and ensure satisfaction throughout the insurance cycle.

 Ensure all company risks are adequately covered and mitigated, adhering to internal policies and industry standards.

 Monitor account performance and continuously seek opportunities to improve efficiency, profitability, and customer retention.

• 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.

• Budgets and Management Reporting
• Financial Processing
• Payroll Management
• Assists in Office and Administrative Management

• Performs validation of PO from corporate/fleet accounts and bank partners.
• Preparation of statement of accounts and transmittals for parts and bank PO
• Perform follow-up calls for collections
• Updates EDAF vehicle information release for booked accounts
• In charge of PO confirmations for corporate or fleet account
• In charge of vehicle releasing procedures mainly for Bank PO corporate accounts, retail financing, and cash purchase transactions.