128 Financial Services Representative jobs in Pakistan
Financial Advisor
Posted 13 days ago
Job Viewed
Job Description
New York Life - Chris Courtney • Rochester , NY , US
Posted 3 days ago
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Excellent networking & people skills to continually build & cultivate new relationships in the community
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
$113,500 at plan earnings.
About New York Life - Chris Courtney
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
#J-18808-LjbffrFinancial Advisor
Posted 13 days ago
Job Viewed
Job Description
Join Our Team as a
Financial Advisor (Female)
What You'll Do:
- Provide expert financial advice to clients.
- Build and manage investment portfolios.
- Stay updated on market trends and opportunities.
- Develop long-term relationships with clients.
What We're Looking For:
- Bachelor's degree in finance, economics, or a related field.
- Strong knowledge of financial markets and instruments.
- Excellent communication and analytical skills.
- Prior +1 year experience in financial advisory.
- Certifications like CFA, CFP, or relevant licenses (a plus).
Job Rewards and Benefits : Communication, Gratuity, Incentive Bonus, Leaves, Sports and Entertainment
#J-18808-LjbffrFinancial Advisor - Training Provided
Posted 3 days ago
Job Viewed
Job Description
Have you ever thought about a career that empowers you to make a meaningful difference in people’s lives? One where you guide clients toward financial security—helping them fund their children’s education, manage mortgage and medical expenses, and achieve their retirement dreams. Whether you're considering a new career path, expanding your current practice, or starting from scratch, we provide the training, resources, and a comprehensive, diversified product portfolio to support your success.
As a Financial Advisor , you’ll build lasting relationships, enjoy the freedom of an independent career, and unlock unlimited earning potential—all while helping others plan for both the expected and unexpected moments in life.
Responsibilities
Responsibilities:
- Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
- Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
- Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
- Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
- Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Desired Skills & Qualifications:
- Bachelor's Degree or equivalent in work experience.
- Excellent communication and relationship-building skills.
- Integrity and Strong Work Ethic.
- Confidence and Resilience.
Competitive Advantages:
- Extensive professional development, training, and mentoring programs.
- Industry leader with excellent financial strength and impeccable integrity
- State-of-the-art financial analysis software
- Flexibility to balance career and personal needs
- Excellent compensation and benefits
Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate,e and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
**This position is not fully remote.**
Job Types: Full-time, Contract
Pay: $50,000.00 - $50,000.00 per year
- 401(k)
- Health insurance
- Life insurance
- Referral program
- Vision insurance
Compensation Package:
- Commission pay
Ability to Commute:
Ability to Relocate:
Compensation
50,000 - 150,000+ at plan commission
About True Path Financial
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years , we have been committed to keeping our promises; providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.
#J-18808-LjbffrEntry-Level Financial Advisor
Posted 13 days ago
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Job Description
Posted a month ago
Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
- Benefits include;
- Flexible schedule with a strong work-life balance.
- Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
- Training allowance and performance-based incentives.
- Company-sponsored professional development opportunities.
- Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.
Responsibilities
- Maintain compliance with industry regulations and licensing requirements.
- Utilize marketing tools and resources to grow your client base.
- Participate in structured coaching and mentorship programs.
- Attend hybrid meetings, including in-person team collaboration, as required.
- Offer solutions in insurance, asset accumulation, and retirement planning.
- Self-motivated, coachable, and driven to succeed.
- No prior financial experience is required, and comprehensive training is included.
- Demonstrated leadership or a proven track record of success.
- Excellent communication and relationship-building abilities.
- Must be authorized to work in the US.
$80,000 - $115,000 yearly
About WealthBridge Financial Group
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.
#J-18808-LjbffrSales Consultant / Financial Advisor / Development Manager
Posted 19 days ago
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Job Description
One of the biggest Takaful Group is looking for Experienced, Energetic & Passionate candidates for the following positions, who would like to enhance their career in Sales & Marketing field by joining PQFTL. This opportunity allows you to work in a diversified environment and excel in your career by providing challenging tasks in a professional environment.
Available Positions- Sales Consultant - (1-3 years Experienced)
- Financial Advisor - (4-6 years Experienced)
- Development Manager - (5-8 years Experienced)
- Strong interpersonal and persuasion skills
- Good organizing and prioritizing ability
- Ability to work smartly and persistently within strict deadlines
Location: Individual & Family Services - Karachi, Pakistan
#J-18808-LjbffrSales Consultant / Financial Advisor / Development Manager
Posted 25 days ago
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Job Description
Sales Consultant - (1-3 years Experienced) Financial Advisor - (4-6 years Experienced) Development Manager - (5-8 years Experienced) Job Specification
Strong interpersonal and persuasion skills Good organizing and prioritizing ability Ability to work smartly and persistently within strict deadlines Location: Individual & Family Services - Karachi, Pakistan
#J-18808-Ljbffr
Customer Service Specialist
Posted 2 days ago
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Job Description
Are you passionate about delivering exceptional customer experiences? We are looking for a highly skilled Customer Service Specialist to join our team on a 4-month contractual basis, with the potential for extension based on project continuity.
What You'll Do:
Respond promptly and professionally to customer inquiries.
Maintain up-to-date knowledge of our services and policies.
Log customer interactions and track issues using CRM tools.
Generate daily, weekly, and monthly performance reports.
Collaborate cross-functionally with other departments.
Escalate complex issues according to predefined protocols.
Ensure customer satisfaction by handling complaints empathetically.
What You’ll Bring:
Bachelor’s degree with 1–3 years of experience in a global call center environment.
Excellent communication skills (verbal & written).
High empathy and effective problem-solving abilities.
Familiarity with CRMs, ticketing systems, and global time zones.
Proficiency in English and Microsoft Office.
Ability to multi-task and manage time effectively.
Strong organizational and documentation skills.
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Customer Service Specialist
Posted 4 days ago
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Job Description
We are hiring Fresh/Experienced” Call Center representatives “for International campaign.
Candidate should be fluent in English and have good listening skills.
Night Shift
• Ramzan Timings: (7:45 pm to 2:45 am)
Job Specification- Able to perform multiple task
- Target oriented people are required
- Self motivation and openness to work
- Punctual and willing to work under pressure
Customer Service Executive
Posted 4 days ago
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Job Description
We are looking for a motivated and customer-focused Customer Service Representative to join our team. As a CSR, you will be the first point of contact for our customers, handling inquiries, resolving issues, and ensuring a positive customer experience.
Job Specification :Minimum qualification: Intermediate/A-Level
Prior customer service experience is a plus
Strong communication and interpersonal skills
Ability to multitask and manage time effectively
#J-18808-LjbffrCustomer Service Specialist
Posted 5 days ago
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Job Description
Get AI-powered advice on this job and access more exclusive features.
This is a full-time on-site role for a Customer Service Specialist at KAJ Consultancy located in Karachi. The Customer Service Specialist will be responsible for resolving customer inquiries, ensuring customer satisfaction, processing orders, and providing product information. The role also involves maintaining and updating customer accounts, as well as performing administrative duties to support the efficient functioning of the customer service department.
Qualifications
- Customer Service skills, including support and communication
- Effective communication and active listening skills
- Positive attitude and excellent interpersonal skills
- Ability to multi-task, prioritize, and manage time effectively
- Fluency in English; knowledge of additional languages is a plus
- Knowledge of insurance products and industry trends
Required Qualifications
- Bachelor's degree in marketing, business, or a related field
- Proven experience in the insurance industry
- Strong understanding of the insurance market
- Proficiency in Microsoft Office
Timings: 6 pm to 3 am
Working Days: Monday to Saturday
- Health Insurance
- Life Insurance
- Bonus
- Gratuity
- Entry level
- Full-time
- Business Consulting and Services
Referrals increase your chances of interviewing at KAJ Consultancy by 2x.
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