The QA and Technical Team Lead supports the QA Analyst and Technical Support Associate by ensuring alignment with current industry, fund, and regulatory updates, overseeing day-to-day operations, and upholding high standards of quality, performance, and compliance.
Overview of the Role A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work
Work Setup: Onsite (Cebu / Pasay) Function: Operations Required Educational Attainment: With minimum of 2 years of College Education (No back subjects) Required Experience: At least 2 years Retirement Services (required); preferably retirement services in the same
Job Role: Supporting sales initiatives, including promo design, implementation, and monitoring Analyzing sales performance data and preparing reports for management decision-making Coordinating with field units and participating in area and field-related activities, as needed Assist in