Bancassurance Sales Executive (Financial Advisers)

Taguig, National Capital Region HRTX

Posted 7 days ago

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Job Description

A Bancassurance Sales Executive is responsible for promoting and selling insurance products to bank clients, building strong customer relationships, achieving sales targets, and providing financial advice aligned with client needs. They act as the bridge between the bank and the insurance provider, leveraging the banks customer base to drive insurance sales and ensure excellent service delivery.

  • Must have at least 6 months of Sales experience (Financial services is an advantage)
  • Bachelor's degree holder
  • Willing to work onsite (Branch depending on your location)
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Sr. Patient Financial Services - Revenue Cycle Management, Healthcare Finance

Manila, Metropolitan Manila Amazon

Posted 14 days ago

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Description
Working Conditions:
-Fixed night shift schedule (start time of 9PM but can change depending on business need).
-Report daily to the Pasay office.
-Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
-Familiarity with Medicare and Medicare Advantage programs
-Minimum 1 year of working experience in Revenue Management Cycle (RCM) preferably in US healthcare
The Finance Operations organization works with every part of Amazon to provide operations accounting and operations excellence services with the highest level of controllership at the lowest cost to the company. We provide the backbone systems and operational processes which completely, accurately, and validly pay Amazon's suppliers, invoice our customers and report financial results. Amazon is quickly building the Finance Operations capabilities in the healthcare industry by creating the Healthcare Finance Operations Services.
As part of the Amazon Healthcare Global Finance Operations Services team, you will find yourself working with exceptionally talented and determined people committed to driving financial improvement, scalability, and process excellence. To support the growth of Amazon HealthCare, this candidate must possess a strong passion for accountability, setting high standards, raising the bar, and driving results through constant focus on improving existing and future state operations, systems, and processes in collaboration with Management.
As we continue to grow and scale our ability to provide innovative primary care across the country, the teams that support this critical work are growing as well. Amazon Healthcare is seeking to hire Patient Financial Services professionals (RCM) for the Revenue Cycle team. As a member of the Revenue Cycle team, you will be working in the Revenue Cycle Team ensuring that our members get the best billing experience available. You will help us to attain this goal by assisting administrators with member inquiries and doing pro-active reach outs to members with large balances.
Key job responsibilities
- Handle tasks via our offline chat using One Medical tools
- Oversee comprehensive revenue cycle management operations while ensuring compliance with healthcare billing regulations.
- Assisting admins with our member's billing needs via 1Life's tasking system to provide the best customer service
- Answering patient inquiries for complex billing cases and questions
- Investigating claims through insurance to ensure they were processed according to the patient benefit plan via internal tools
- Supporting One Medical through processes aimed at empowering our patients to resolve any financial responsibilities
- Reviewing and reconciling patient and insurance balances for accuracy
- Managing the member statement process, by ensuring bills are efficiently and accurately sent
- Maintaining service level agreements in response time to admins and patients
Basic Qualifications
- Minimum a Bachelor's degree in any field
- Prior experience of at least 1 year in Accounts Receivable in RCM or in US healthcare revenue cycle operations.
- Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
- Familiarity with Medicare and Medicare Advantage programs
- Understanding of Coordination of Benefits and Eligibility
- Customer service exposure to anything related to revenue cycle-billing insurance
- Experience working in shared services environment with productivity targets
- Experience in US healthcare and insurance landscape
- Understanding of basic accounting principles and receivables management
- Proven ability to adhere to policies and procedures, as defined by leadership
Preferred Qualifications
- 2+ yrs experience with US healthcare and health insurance industry
- Prior AR Collections or back office experience
- CRCR cert preferred
- Has led or been part of a team that worked on a Six Sigma belt project / Kaizen / Lean projects
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
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Financial Advisor

Pasig City, National Capital Region PRU LIFE UK -GOLD RADIANCE TEAM

Posted 3 days ago

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Looking for a Side Hustle with Flexibility and Growth? Become a Financial Advisor!
Why join us? br>• Earn on your terms – Work part-time and still achieve great results. No need for 9-5.
• Make a real impact – Help others secure their financial future and feel the satisfaction of making a difference. < r>• Travel pe ks and incentives – We reward hard work with exciting travel opportunities.
What we’re looking for: < r>• Drive , ambitious individuals who want to take control of their future. < r>• A passion for helping others and building meaningful relationships. < r>• S meone who values learning and growing with the team. < r>• A e: 21 and up. < r>• E ucational Background: Open to all. We’ll provide the training you need.
Ready to take the next step? Apply now and let’s start building your future together! If you are willing to attend a career preview please apply ASAP. For serious applicants only.
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Financial Advisor

Pasay, National Capital Region Sun Life - Diamond Sales Unit

Posted 10 days ago

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Join Our Team as a Financial Advisor!
At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others. br>Responsibilities:
*Build and maintain client relationships through personalized financial planning and investment strategies
*Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance
*Develop comprehensive financial plans tailored to clients' unique situations
*Provide ongoing guidance and support to help clients navigate market changes and life events
*Stay informed about industry trends, market conditions, and regulatory changes to better serve clients

Requirements:
*Bachelor's degree in any field
*Previous experience in financial services, banking, or related field is a plus
*Excellent communication and interpersonal skills
*Ability to work independently and as part of a team
*Proven track record of meeting or exceeding goals and client satisfaction metrics
Benefits:
*Competitive commission structure
*Comprehensive benefits package, including health insurance and retirement plans
*Ongoing training and professional development opportunities
*Supportive and collaborative work environment
*Opportunities for advancement and career growth
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Financial Advisor

Imus, Cavite Sun Life - Diamond Sales Unit

Posted 22 days ago

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Job Description

Provide personalized financial planning and advice
Build and nurture client relationships br>Stay informed about market trends and investment opportunities
Collaborate with a team of experts to deliver comprehensive solutions
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Sun Life Financial Advisor

San Pedro, Laguna Sun Life - Diamond Sales Unit

Posted 10 days ago

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Job Title: Financial Advisor - Sun Life
br>About Us:
Join our dynamic team at Sun Life and embark on a rewarding career as a Financial Advisor. Sun Life is a leading international financial services organization, committed to empowering individuals to achieve their financial goals and dreams. With a rich history spanning over 150 years, we are dedicated to helping our clients secure their financial futures.

Position Overview:
As a Financial Advisor at Sun Life, you will play a crucial role in guiding individuals and families towards financial success. This position offers an exciting opportunity to build meaningful relationships, provide expert financial advice, and make a positive impact on the lives of others.

Key Responsibilities:

Financial Consultation: Conduct comprehensive financial assessments to understand clients' unique needs, goals, and aspirations.
Tailored Solutions: Develop personalized financial strategies that align with clients' objectives, incorporating Sun Life's extensive product and service offerings.
Client Relationship Management: Foster strong, long-lasting relationships with clients by providing ongoing support, regular reviews, and proactive communication.
Market Knowledge: Stay abreast of financial market trends, product updates, and industry regulations to ensure informed and effective advice.
Networking: Actively engage in networking activities to expand your client base and enhance your professional presence in the community.
Qualifications:

Licensed Financial Advisor: Hold necessary licenses and certifications to provide financial advice (Life License Qualification Program, Mutual Fund License, etc.).
Customer-Centric Approach: Demonstrate a genuine commitment to understanding and addressing clients' financial needs.
Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts in an accessible manner.
Sales Acumen: Proven ability to identify opportunities, negotiate effectively, and close sales.
Ethical Conduct: Uphold the highest standards of integrity and ethics in all client interactions.
Benefits:

Competitive compensation package with commission-based earning potential.
Comprehensive training and professional development opportunities.
Access to a range of employee benefits, including health and wellness programs.
Supportive and collaborative team environment.
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Sun Life Financial Advisor

Pasay, National Capital Region Sun Life - Diamond Sales Unit

Posted 22 days ago

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Job Description

Sun Life is the Philippine's number 1 and oldest life insurance company. We are looking for individuals who will be joining our sales agency force.
Qualifications: br>College Graduate
Self motivated
Goal Oriented
Previous Finance and Sales roles is a plus

Responsibilities:
Build Clientele and sales network
Provide sound financial advise
must pass the license exams
must undergo training

This is open for full time and part time positions
this is a full commission basis position
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Sun Life Financial Advisor

Imus, Cavite Sun Life - Diamond Sales Unit

Posted 22 days ago

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Job Description

As a Sun Life Financial Advisor, you will be responsible for building and maintaining relationships with clients to understand their financial objectives and provide comprehensive financial planning solutions. Your role will involve analyzing clients' financial situations, identifying their needs, and recommending suitable products and services offered by Sun Life Financial.
*Develop and maintain strong relationships with clients br>*Assess clients' current financial status and develop personalized financial plans
*Achieve sales targets and contribute to the overall growth of the business.
*Participate in ongoing training and professional development to enhance knowledge of financial markets, products, and industry trends.
Qualifications:
*Bachelor's degree
*Strong communication and interpersonal skills.
*Sales-oriented with the ability to build and maintain client relationships
*Previous experience in financial and sales roles is a plus

*** The position involve flexible working hours, work anywhere and anytime. This is a pure commission based position, thus income potential is limitless
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Financial Advisor I Sales Executive

Makati, National Capital Region HRTX

Posted 14 days ago

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Financial Advisor I Sales Executive

Ignite Your Sales Career as a Financial Advisor!

Are you a dynamic and driven sales professional ready to make a significant impact? Do you thrive on connecting with people and helping them achieve their financial dreams? If so, we want you to join our growing team as a Financial Advisor I Sales Executive !

This isn't just a job; it's an opportunity to build a rewarding career where you'll empower clients and unlock your full earning potential. We're looking for passionate individuals who are eager to hit the ground running and make a real difference.

What You'll Do:

  • Forge New Paths: Be a hunter , actively seeking and seizing fresh sales opportunities through strategic networking, proactive outreach, and cultivating valuable referrals.
  • Be a Financial Visionary: Showcase our innovative financial solutions with expert precision , articulating their value and helping clients envision a more secure future.
  • Cultivate Lasting Relationships: Build deep, enduring relationships with your clients, becoming their trusted financial partner for life, ensuring their satisfaction and fostering repeat business.
  • Deliver Impactful Solutions: Conduct engaging and personalized product demonstrations and presentations  that resonate with individual client needs and aspirations.
  • Crush Your Goals: Strategically prioritize high-impact activities to consistently meet and exceed your sales targets, earning impressive rewards along the way.
  • Be a Market Whisperer: Provide valuable insights through timely sales reports, accurate forecasts, and keen market feedback, contributing directly to our strategic growth.

What You Bring:

  • Sales Savvy: You've got at least 6 months to 1 year of hands-on sales or customer-facing experience , ideally from the fast-paced Pharmaceutical, Banking & Finance, or Financial Services industries .
  • Degree of Success: A Bachelor's degree in any field, demonstrating your commitment to learning and growth.
  • Communication Powerhouse: Exceptional communication, interpersonal, and negotiation skills that allow you to connect with anyone and close deals.
  • Proven Performer: A track record that speaks for itself  you've consistently met or exceeded sales targets and love the thrill of achievement.
  • Client Champion: A customer-first mindset with a natural talent for building rapport and nurturing strong, long-lasting client relationships.
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Part Time Financial Advisor - Weekly Commission

Makati, National Capital Region Pru Life UK

Posted 14 days ago

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A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals.
br>Key Responsibilities:
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.
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