2,421 Financial Professionals jobs in the Philippines
Financial Advisor
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Be a Planner — Join Our Team at AIA Philippines
Unit:
The Planner by Edson Tan
Kidapawan City | September 27, 2025 | 9:30 AM – 12 NN
Are you ready to build a career that empowers lives and creates lasting impact? At
The Planner by Edson Tan
, we're more than just financial advisors—we're legacy builders, educators, and advocates for ethical, client-first solutions.
We're inviting driven individuals to explore a rewarding career in financial planning. Join us for an exclusive recruitment event and discover how you can thrive with AIA Philippines.
Why Join Our Team?
Attractive commissions
Travel incentives
Company shares
HMO & group insurance
Monthly allowance up to ₱20,000 (for qualified candidates)
Event Details:
Cafe Sebastian, 2nd Floor Marta Minimart, Ninoy Aquino Road, Kidapawan City
September 27, 2025
9:30 AM – 12 NN
Whether you're a seasoned professional or just starting out, we provide the tools, mentorship, and culture to help you succeed.
Scan the QR code to register
or reach out directly:
- Let's build something meaningful—together. #FinancialFreedom #AIAPhilippines #ThePlannerByEdsonTan #JoinOurTeam #KidapawanOpportunities #AdvisorCareers #EmpowermentThroughPlanning
Financial Advisor
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Urgent Hiring | Financial Advisor at Pru Life UK
Work from Home | No Experience Needed | Fresh Graduates Welcome
About the Role
As a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients' needs—all while building a career that offers time freedom and unlimited income potential.
What We Offer:
• Work-from-home setup
• Full-time or Part-time positions
• No experience needed – we provide comprehensive training
• Open to fresh graduates and working professionals
• Travel incentives, bonuses, and rewards
• Career growth and leadership development
Qualifications:
• Willing to be trained and coached
• Bachelor's degree or any 4 years course
• Must be goal-driven and self-motivated
• Open to learning financial concepts (no finance background needed)
Apply Now and be part of a team that helps protect dreams while living yours
Take note this is Urgent Hiring, please expect an email and text few hours or 1 day after your application. We will contact you through phone number and email
Financial Advisor
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Looking to build a career in the financial services industry? Join our team as a Bancassurance Financial Advisor and start your journey in one of the fastest-growing sectors today
Work Location (Onsite): Manila, Quezon City, Pasig, Taguig, Makati and Parañaque,
Schedule: Monday to Friday | 8am-5pm
What We Offer:
- Competitive pay with high earning potential through incentives
- Comprehensive training and career development programs
- HMO and Life Insurance on Day 1
- Work-Life balance with fixed dayshift and weekends off and follows Philippine holidays
Qualifications:
- College graduate – no experience required
- At least 2nd year college completed with sales or BPO CSR experience
- Strong communication and interpersonal skills
- Willing to be assigned onsite at any of the listed locations
Apply now and start your career in Bancassurance Send your CV to
Financial Advisor
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Financial Advisor in Eastwest Bank Sta. Rosa or Calamba | 20K Base Salary + following Incentives:
- Earn as much as P15,000.00 monthly position incentive
- Earn as much as P18,000.00 monthly by performing your qualified best
- Unlimited earning potential from sales commissions and bonuses
Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks
- Unlimited earning potential
- Work-Life balance with fixed dayshift and weekends off
- Follows Philippine bank holidays
- Fun and engaging workplace
This job is perfect for you if:
You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.
You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.
You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction
You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.
You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.
Be part of our team and discover a rewarding and meaningful career.
Apply Now
Job Type: Full-time
Pay: Php20, Php35,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Health insurance
- Life insurance
- Paid training
Experience:
- Sales: 1 year (Preferred)
Location:
- Laguna (Required)
Work Location: In person
Financial Advisor
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JOB RESPONSIBILITIES:
- Handles franchise application including preparation of Terms of Reference, Broker-On-Record (BOR) form, and relevant reports required to secure proposals from service providers.
- Assists in the preparation of comparative benefits reports, sales proposals, and other business development reports for renewal of corporate and individual accounts for HMO, life insurance, and non-life insurance plans.
- Encodes policy information to the IOM module of the Client Portal system.
- Ensures completeness and accuracy of all policy information data encoded to the Client Portal system
- Processes application for travel insurance and facilitates timely policy issuance.
- Assists in review of service agreements, schedule of benefits for new and renewed accounts.
- Supports the Office of the President for client-relations initiatives for Business Development.
- Assists in the preparation of Confirmation of Business letters for newly acquired and renewed accounts.
- Performs other tasks as deemed necessary by the Company
- Negotiating and closing deal
- Negotiating contract terms and securing new business opportunities.
MINIMUM REQUIREMENTS:
- Good communication skills
- Knows how to engage with people
- With HMO background
For interested candidates, kindly send your CV here:
Job Type: Full-time
Pay: Php20, Php30,000.00 per month
Work Location: In person
Financial Advisor
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BE A FINANCIAL ADVISOR WITH INSULAR LIFE
Location: Insular Life Corporate Centre, Filinvest Alabang
Take control of your future while helping others secure theirs. As a Financial Advisor, your mission is to guide clients in making informed financial decisions—especially in insurance and investments—to help them reach their long-term goals.
You'll understand their unique financial situations, risk preferences, and future needs, then recommend the best strategies to protect and grow their wealth.
WHY JOIN US?
Unlimited income potential (performance-based )
Free local and international travels
Flexible hours – work at your own pace
Open to part-time or full-time
No boss, no limits—just growth
Free financial training & workshops You will be a licensed advisor.
MESSAGE NOW TO LEARN MORE
Job Types: Full-time, Part-time, Permanent, Temporary, Fresh graduate
Pay: Php20, Php100,000.00 per month
Benefits:
- Company events
- Flexible schedule
- Flextime
- On-site parking
- Transportation service provided
- Work from home
Application Question(s):
- Willing to learn? Insular Life is an insurance company that will provide trainings and other workshops.
Work Location: In person
Financial Advisor
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Your Career, Your Terms
Financial Advisor
Caelum Financial Solutions
| Intermediary of
Allianz PNB Life
(Disclaimer: This is
not
a bancassurance role. We operate under the
agency channel
, providing you with the flexibility and control to grow your own financial advisory business.)
Are you
growth-driven
,
business-minded
, and looking for a
flexible career
where your success directly impacts your income and future?
At
Caelum Financial Solutions
, we empower our advisors with:
- Access to world-class investment solutions
— including funds managed by
BlackRock
, the
No. 1 asset manager in the world
, and
Allianz Global Investors (AGI)
, one of the
largest active asset managers globally
, overseeing
€560B+ in assets
. - Comprehensive financial solutions, from
health protection
to
wealth-building investments
, including
exclusive funds
designed for long-term growth. - A proven business system
designed to help you develop
business acumen
, grow your client portfolio, and build
sustainable income streams
. - Full training, mentorship, and digital tools
to help you succeed — whether you're experienced or starting fresh.
Why Join Us:
- Build a business backed by
Allianz
, one of the world's most trusted financial institutions. - Enjoy
flexible work hours
and
control over your growth
. - Create
impact
by helping clients secure their future while building your own.
Who We're Looking For:
- Individuals with a
growth mindset
who want to achieve
financial independence
. - Open to
entry-level professionals
— no experience required, as long as you have the drive to learn and succeed. - Passionate about
helping people
,
building wealth
, and
growing a business
.
Take charge of your career.
Be part of
Caelum Financial Solutions
— where your
growth
fuels your
impact
.
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Financial Advisor
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Join Our Team as a Part-Time Financial Advisor
Are you looking for a rewarding part-time career that offers growth, flexibility, and the chance to make a real impact on people's lives? We're looking for driven and passionate individuals to join our growing team of Financial Advisors.
What You'll Do:
- Guide clients in building financial security and achieving their life goals
- Provide expert advice on insurance, investments, and financial planning solutions
- Attend training sessions (virtual via Zoom and face-to-face) to continuously grow your knowledge and skills
- Build and maintain strong relationships with clients and your team
What We're Looking For:
- Bachelor's degree graduate (any field)
- Based in Metro Manila or nearby areas (Laguna, Batangas, Bulacan, Pampanga)
- Open to learning, driven to succeed, and passionate about helping others
- Willing to commit time for trainings and client meetings
Why Join Us?
- Work part-time with flexible hours
- Continuous training and mentorship
- Performance-based incentives and rewards
- Opportunity for career advancement in the financial services industry
If you're ready to start a meaningful career journey while enjoying the flexibility of part-time work, we'd love to hear from you
Apply now and take the first step toward becoming a trusted Financial Advisor.
Financial Advisor
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Looking to glow up your career?
You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen—unlimited variable pay, travel opportunities and rewards are just some of the exciting possibilities you can look forward to when you join our growing Bancassurance Sales Team.
Sign up today
Your role:
Provide financial planning services to BDO clients through BDO Life's insurance products.
Your must-haves:
- Bachelor's Degree in any course
- At least one year experience in sales/marketing or customer service-related fields (hotels, food and beverage, BPO, airlines, telecommunications, etc.) is an advantage.
- Ability to express your thoughts clearly and effectively.
- A positive aura
- Strong motivation to improve your family's lifestyle.
- Willingness to be assigned anywhere in Makati
You can look forward to:
- On-the-job training & development
- Learning programs in areas of financial planning, leadership, communication & presentation, customer service and so much more, to help you reach your full potential.
- International and local travel opportunities
- Unlimited variable pay (the harder you work, the more you are rewarded)
- Recognition, exclusive events, and gifts for your milestones
Financial Advisor
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Company Description
Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a leading player in the Philippine market for over 120 years.
Role Description
This part-time hybrid role as a Financial Advisor is located in Makati, with some work-from-home flexibility. The Financial Advisor will be responsible for providing financial planning services, including investments, retirement planning, and financial advisory. The role entails analyzing clients' financial situations, developing customized solutions, and maintaining client relationships to ensure financial goals are met.
Qualifications
- Financial Planning, Finance, and Financial Advisory skills
- Retirement Planning and Investments expertise
- Effective communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and in a hybrid work environment
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Economics, Business Administration, or related field