618 Financial Consultant jobs in the Philippines
financial consultant
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Job Description
A Financial Consultant provides expert advice and guidance to individuals, businesses, or organizations on how to manage, invest, and grow their financial resources. Their primary goal is to help clients achieve short- and long-term financial objectives, such as retirement planning, wealth building, risk management, and debt reduction.
Assess clients' financial situations, goals, and risk tolerance
Develop and recommend customized financial plans and investment strategies
Analyze financial data and economic trends to offer informed advice
Financial Consultant
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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?
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
JOB DESCRIPTION
Help clients regarding their financial planning needs and priorities
Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others.
Advocate the importance of financial literacy in the Philippines
BENEFITS:
- Work From Home Set-Up
- PART-TIME / FULL-TIME: Work a minimum of 3-4 hours a day, and manage your own schedule
- Earn an extra Php 20,000 to Php 60,000 monthly
- Quarterly bonuses and other performance incentives
- FREE travel incentives for Local AND International trips
- HMO, Savings Funds, and Insurance Funds
- FREE trainings from most of the best financial consultants in the country
REQUIREMENTS:
- Mobile # and soft copy of Resume
- Graduate of ANY BACHELOR'S DEGREE
- NO EXPERIENCE REQUIRED (All trainings will be provided)
- Filipino and residing in METRO MANILA and Nearby provinces
- Must have a smartphone. Preferably with iPad and Tablet. (Laptop a plus, but not required)
- Willing to attend meetings at least 2 times a month via Zoom
Job Types: Full-time, Part-time, Permanent, Fresh graduate
Pay: Php20, Php60,000.00 per month
Expected hours: 24 – 27 per week
Benefits:
- Company events
- Flexible schedule
- Flextime
- Life insurance
- Opportunities for promotion
- Promotion to permanent employee
- Work from home
Application Question(s):
- Are you willing to attend Career Preview and Interview at 8pm via Zoom?
Education:
- Bachelor's (Required)
Work Location: In person
Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduates are strongly encouraged to apply.
- Willing to be deployed in DIVISORIA/BINONDO MANILA, JJOSE ABAD SANTOS, JUAN LUNA, CAMARIN
- 6 Months to Minimum 1-year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Financial Consultant
Posted today
Job Viewed
Job Description
Looking for a career with purpose?
Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) too
Qualifications:
- Can devote 2-4hrs per day (no fixed time)
- College graduate (4-year course)
- Willing to be trained
- Sales experience is not required
What we do as a Financial Advisor?
- Attend online trainings
- WFH set up
- Do client presentations
- Unlimited commissions and incentives
- Enjoy local and international travels
- Potential income 30K to 80K
Financial Consultant
Posted today
Job Viewed
Job Description
- Limitless income potential with flexible working hours
- Open to fresh graduates; no prior experience required
- Career growth, recognition, and international travel incentives
- Purposeful work helping Filipinos achieve financial security
Company Overview
Pru Life UK is one of the leading life insurance companies in the Philippines, pioneering investment-linked life insurance products since 1996. With over 1.75 million Filipino lives protected, we remain committed to helping families build a financially secure future. Our "We DO" campaign empowers individuals to pursue their goals and make the most out of life—because at Pru Life UK, we do believe in you.
Job Description
As a Financial Consultant at Pru Life UK, you will play a key role in guiding clients through financial planning and helping them make informed decisions about insurance and investment products. This is a highly flexible, commission-based opportunity ideal for individuals passionate about financial literacy and client service.
Key Responsibilities
- Assist clients in creating personalized financial plans to meet short- and long-term goals
- Provide sound advice on insurance and investment solutions
- Build and maintain strong, long-term client relationships
- Address client concerns and respond to inquiries with professionalism
- Collaborate with fellow consultants and participate in team activities
- Educate clients on financial literacy and the value of financial protection
Qualifications
- Bachelor's degree graduate; fresh graduates welcome
- Passionate about financial literacy and advocating for Filipino families
- Sales experience is an advantage but not required
- Strong communication and interpersonal skills
- Must own a laptop or PC with webcam and a smartphone
- Willing to attend meetings, trainings, and incentive trips (locally and internationally)
What We Offer
- Limitless income potential through commissions and incentives
- Local and international travel opportunities
- Cash bonuses, awards, and industry recognition
- Career advancement and personal growth support
- Work-life balance with full time flexibility
- Health Maintenance Organization (HMO)
- Access to retirement and savings plans
Apply today and start a fulfilling, high-impact career with one of the Philippines' most trusted financial institutions.
Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
- Willing to be deployed in Candon, Ilocos Sur
- Minimum 1 year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training
Financial Consultant
Posted today
Job Viewed
Job Description
Looking for a career with purpose?
Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) too
Qualifications:
- Can devote 2-4hrs per day (no fixed time)
- College graduate (4-year course)
- Willing to be trained
- Sales experience is not required
What we do as a Financial Advisor?
- Attend online trainings
- WFH set up
- Do client presentations
- Unlimited commissions and incentives
- Enjoy local and international travels
- Potential income 30K to 80K
No need to resign. You may do this alongside your existing work.
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Financial Consultant
Posted today
Job Viewed
Job Description
- Graduate of any 4-year course
- We accept Fresh Graduates and Career Shifters
- Open for part-time and full-time
- Willing to attend trainings in BGC, Taguig.
- No experience required
- Hybrid Arrangement
Job Types: Full-time, Part-time, Fresh graduate
Application Question(s):
- Are you willing to attend the required training in BGC Taguig?
Education:
- Bachelor's (Required)
Experience:
- Account Management: 1 year (Preferred)
- Sales: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: In person
financial consultant
Posted today
Job Viewed
Job Description
Job Description:
Offer financial solutions to clients through our insurance and investment programs with Pru Life UK.
Qualifications
* Willing to be trained online
* College graduate (4-year course)
* Residing in Metro Manila or nearby cities/provinces
* No experience needed
* Open for fresh graduates and career shifters
Perks:
* Free online training
* Work from home set-up and work anytime
* Monthly and Quarterly Performance Bonus
* Weekly income crediting
* All-expense paid travel incentive (National and International)
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Financial Consultant
Posted today
Job Viewed
Job Description
Job Summary:
As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.
You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.
Key Accountabilities:
- Offering of FWD's Traditional and Variable products to clients of the partnered bank.
- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
Skills & Experience Required:
- At least Bachelor's Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
- Willing to be deployed in Quezon City and nearby areas
- Minimum 1 year solid sales and account management experience in financial services is an advantage.
- Has strong analytical and problem-solving skills as well as internal and external customer focus.
- Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
- Highly effective oral, written and interpersonal communication, presentation and influencing skills.
- Trustworthy, reliable and business savvy.
Rewards:
- Fixed monthly pay + allowance, and guaranteed bonus
- HMO coverage on day 1
- Exciting local and international trip incentives
- Paid leave entitlement
- World class learning and training