Hire the Best Financial Services Freelancers
in the Philippines

Clients rate our Financial Services professionals
Rating is 4.6 out of 5.
4.6/5
Based on 318 client reviews
Gladys R.

Olongapo City, Philippines

$19/hr
4.7
335 jobs

I'm a Top Rated Plus Upwork Recruiter with a 100% Job Success Score, trusted by long-term and repeat clients to deliver exceptional hiring outcomes in competitive and niche markets. From executive leadership to software engineering and specialized industrial manufacturing, I help organizations fill the roles that are hardest to hire. As a Certified Recruitment and Selection Professional (CRSP), I combine globally recognized recruitment best practices with years of hands-on recruiting experience. I specialize in strategic talent acquisition, competency-based interviewing, employer branding, and modern sourcing methodologies that help companies hire the right people faster. To better support technical hiring, I also completed Zuitt's intensive Full-Stack Web Development Program, where I gained practical experience with HTML, CSS, JavaScript, React, Vue, Node.js, Express.js, MongoDB, Git, AWS, Postman, and modern software development workflows. This allows me to communicate effectively with engineers, accurately assess technical profiles, and better understand the technologies behind the roles I recruit for. I specialize in end-to-end recruitment and strategic sourcing for startups, agencies, and growing companies hiring locally or globally. Just hand over your hiring challenges—or your "small things"—so you can focus on the "big things" that grow your business. What I can help you with: Full-cycle recruitment (intake → sourcing → screening → offer) Strategic talent sourcing & pipeline building Hard-to-fill and niche roles Executive, technical, and professional hiring High-volume and urgent hiring Remote and international talent acquisition Employer branding & candidate experience Recruitment process optimization and automation Recent Recruitment Successes ✔ Successfully placed a Manufacturing Engineer (Tissue Manufacturing) and Mechanical Technician for an international manufacturing client, sourcing candidates from the UAE for deployment to the Caribbean. ✔ Recruited executive, technical, and professional talent across the US, Australia, New Zealand, Japan, UAE, Ukraine, GCC, Southeast Asia, and the Pacific. ✔ Filled hard-to-source software engineering, hospitality, healthcare, sales, marketing, and operations roles for startups and established organizations. Recruitment Technology & Tools Sourcing & Talent Intelligence: LinkedIn Recruiter, Boolean Search, X-Ray Search, GitHub, Stack Overflow, niche job boards, and social platforms AI-Powered Screening & Matching: Juicebox, Torre.ai (AI talent matching, ranking, and shortlisting) Video Interviewing & Candidate Assessment: Hireflix ATS / CRM Platforms: Greenhouse, Lever, Workable, Breezy HR, Teamtailor, CATS, Salesforce, HubSpot, Zoho Recruit, and Manatal Recruitment Automation & Workflow Optimization: Zapier, Airtable, Notion, and ClickUp Industries I've recruited for: • Technology & Digital (Software, IT, Data, AI, Cybersecurity, Web & Mobile) • Marketing, Creative & Advertising • Healthcare • Hospitality & Tourism • E-commerce, Supply Chain & Logistics • Engineering & Industrial Manufacturing Mechanical Engineering Manufacturing Engineering Tissue & Paper Manufacturing Industrial Maintenance Construction Architecture • Finance, Accounting & Consulting • Sales, Customer Success & Operations • Education, Legal & Professional Services Whether you need your next executive leader, software engineer, or an entire remote team, I bring strategic recruiting expertise, modern sourcing techniques, and a strong understanding of today's technology landscape to every search. If you’re looking for a reliable recruitment partner who delivers results, I’d be happy to discuss how I can support your hiring goals. Let’s talk.

  • Candidate Sourcing
  • HR & Business Services
  • Human Resource Management
  • LinkedIn Recruiting
  • Recruiting
  • Administrative Support
  • Startup Consulting
  • Journalism Writing
  • Candidate Evaluation
  • Candidate Interviewing
  • CSS 3
  • HTML5
  • Git
  • JavaScript
  • Boolean Search
  • MongoDB
  • Node.js
  • ExpressJS
  • Postman
  • REST API
Dalton Michael G.

Imus, Philippines

$6/hr
4.9
64 jobs

🕋Need leads to scale your business or generate interest & awareness in their product or services? 🏀💯 2% bounce rate with 100% accuracy? 3x verified. 💬💌 Email Marketing Setup? Let me handle the configuration. 📟💻 LinkedIn Outreach? I'm here for you! Here is what my long term client say. 👇👇👇 "Dalton is quick and attentive and creates excellent data sets that are double verified. We have used his services before and will do again!" ⭐⭐⭐⭐⭐ Dalton was excellent at working for the company, very responsible and met all objectives on time. Thank you Dalton!" ⭐⭐⭐⭐⭐ "Freelancer can be trusted to complete the task at hand!" ⭐⭐⭐⭐⭐ 🙋‍♂️🙋‍♂️🙋‍♂️ I am Top Notch Lead Generator & List-builder and I worked in Media, Marketing, Video Creative, Thesis, Bank, and Digital Marketing Agency. Unlike to other Lead Generator & List-builder. I'd perform a different technique of generating leads which give me high deliverability rate. Verification tools ❗ EMAIL VERIFIER ❗❕ ✅ E-mailable ✅ Mail Tester ✅ Clear bit ✅Hunter.io ✅Million verifier I am capable of collecting leads from different industry such as ❗❕❗❕ ✅DTC (Direct to Consumer) ✅B2B (Business to Business) ✅B2C (Business to Customer) ✅Professionals (Doctors, Lawyers, Accountant, & etc.) ✅Real Estate (Realtor Agent) ✅Financial Services & Financial Technology. ✅Clinic (Weight loss, Dental, Cosmetic, Aesthetic, and etc.) ✅Luxury Dealer (Rolex, Patek Philippe, Audemars Piguet, Omega, LV and etc.) I have premium tools for collecting leads such: ❗❕❗❕ ✅ Angel Investors or VCs Company with different investment stage (Series A, B, C or etc.) ✅ LinkedIn Sales Navigator ✅ Apollo ✅ Rocket reach ✅ Zoom info ✅ Seamless.ai ✅ Lusha ✅Crunchbase ✅D7 Lead Finder CRM (Customer Relation Management) ✅Apollo ✅Hubspot ✅Salesforce ✅Airtable I'm highly communicative, reliability and honesty in every project and deliver it well done on time, and always committed to quality performance with an ability to learn new procedures quickly.🕐💯‼ Talk to you soon! Dalton

  • List Building
  • Data Entry
  • Email Marketing
  • Email Sourcing
  • Lead Generation
  • Company Research
  • Data Mining
  • Contact List
  • LinkedIn Sales Navigator
  • Prospect List
  • Data Scraping
  • Contact Info Research
  • Email List
  • Data Collection
  • Online Research
  • HubSpot
  • B2B Lead Generation
  • Data Management
  • Figma
  • Landing Page
Paul Oliver C.

Olongapo, Philippines

$10/hr
5.0
14 jobs

I have built my career with experiences specializing in back-end operations (i.e Analysis, Accounting, Banking, Data Entry, and Data Management) in financial industries. I am well-exposed to a fast pace and global working environment with good communication, planning, logical judgment, and critical thinking abilities. Here are the services I can bring to the table: 1. Data Entry, Analysis, and Management - I worked as a Financial Analyst handling back-end trading operations in a global Custodian Bank with massive data and time-sensitive processes. Also, I have been a Vendor Management Analyst for Google performing data management, verification, registration, and updating. 2. Virtual Assistance - I was my own virtual assistant as a Financial/ Insurance Advisor with financial industry standards and practices. Monitoring client information, creating the sales funnel, updating CRM, and scheduling meetings through Calendly. 3. Basic Accounting and Business Analysis - Assistant of a Business Analyst in an e-Commerce Investment Banking Firm. I performed a Financial Reports analysis, Amazon Business marketing and sales analysis, and other Business Research. 4. Capital Market Technical Analysis - I have been an enthusiast of investing and trading in Capital Markets using multiple back-tested technical analyses. When can I start helping you with your business? Ping me up or we can discuss any other related offers.

  • Microsoft Office
  • Microsoft Excel
  • Data Analysis
  • Financial Analysis
  • Data Analytics
  • Search Engine Optimization
  • Capital Markets
  • Growth Analytics
  • Sales Analytics
  • Business Operations
Judah P.

Miagao, Philippines

$15/hr
4.9
13 jobs

I am a freelancer based in the Philippines with a 15-year track record in Telemarketing. I specialize in Cold Calling and Appointment Setting and have completed projects for US, UK, and Canada clients across verticals including Managed IT, SaaS, Digital Marketing, and Financial Services. I have also been cross-trained in complimentary skills like Virtual Assistance and Email Outreach and am familiar with common work-related applications and practices. On top of that, I have a decent home set-up with stable internet and back-up power supply. I believe that with my experience and expertise, I can help add value to your company.

  • Lead Generation
  • Telemarketing Scriptwriting
  • Data Entry
  • Email Communication
  • Scheduling
  • Telemarketing
  • Search Engine Optimization
  • Customer Relationship Management
  • Customer Support
  • Social Media Marketing
Raychie N.

Ormoc, Philippines

$20/hr
5.0
31 jobs

Real Estate Cold Caller | Acquisition Specialist | Lead Manager | Executive VA Real estate is where I've built my career. For the past 7+ years, I've worked directly with real estate investors, wholesalers, acquisition teams, and business owners, helping them generate motivated seller leads, qualify prospects, call cash buyers, manage CRM pipelines, and support daily operations that keep deals moving. I've personally made thousands of outbound calls, managed acquisition and disposition workflows, and led remote teams of up to 60 agents, giving me a strong understanding of what it takes to consistently generate opportunities and improve campaign performance. Here's how I can help your business: 🏡 Real Estate Cold Calling & Lead Generation Cold calling motivated sellers, homeowners, and cash buyers Seller qualification and lead pre-screening Appointment setting for acquisitions Buyer outreach and disposition support Follow-up calls and pipeline management Property research, skip tracing, and lead management 📈 Acquisition & Operations Support CRM management (Podio, GoHighLevel, Follow Up Boss, REI Reply) Lead tracking and pipeline organization KPI reporting and performance monitoring Team coordination and daily operations Calendar, email, and administrative support 📞 Sales & Client Communication Outbound sales and appointment setting Objection handling Lead nurturing and follow-up B2B and B2C outreach Professional phone communication with U.S. clients Tools I Work With Podio • GoHighLevel (GHL) • Follow Up Boss • REI Reply • ReadyMode • BatchDialer • SmrtPhone • Speed2Lead • Zillow • PropStream • Google Workspace • Slack • Microsoft Office • Canva • Zoom Why clients hire me ✔ 7+ years of real estate and sales closing experience ✔ Managed and coached teams of up to 60 remote agents as a Team Manager ✔ Strong background in acquisitions, lead management, and CRM systems ✔ Reliable communicator who works independently and keeps projects moving ✔ Top Rated freelancer with a 100% Job Success Score and 5-star reviews from past clients Whether you need someone to generate leads, qualify sellers, contact buyers, manage your CRM, or support your acquisition team, I can step in quickly and contribute from day one. Let's build a pipeline that consistently creates opportunities.

  • Team Management
  • Outbound Sales
  • Real Estate Cold Calling
  • Cold Call
  • Sales
  • Campaign Management
  • Sales Call
  • Lead Generation
  • Administrative Support
  • Executive Support
  • Podio
  • Customer Acquisition
  • Phone Communication
  • CRM Software
  • Telemarketing
  • Lead Capture
  • Appointment Setting
  • High-Ticket Closing
  • Real Estate Closing
  • Commercial Lease
John Jordan T.

Quezon City, Philippines

$150/hr
4.2
507 jobs

Top Rated Plus Freelancer | 300+ Jobs • All 5-Star Reviews • 13+ Years as Creative Director ++++++++++++++++++++++++++++++++ Hi, I'm Jordan. I'm a Creative Director with over 13 years of experience in graphic design, branding, and visual communications. I've completed more than 300 projects on Upwork, all with 5-star reviews. and I take pride in delivering high-quality work on time, every time. What I can help you with: Print design – Brochures, flyers, catalogs, magazines, booklets, business cards Digital design – Social media graphics, banners, email templates, web assets Branding & identity – Logos, style guides, visual systems Presentation design – Pitch decks, investor decks, sales materials Technical documents – RFPs, white papers, reports, proposals Packaging design & marketing collateral AI-assisted design – Midjourney, Adobe Generative AI Industries I've worked with: Real estate, hospitality, healthcare, medical, construction, engineering, technology, SaaS, financial services, insurance, retail, education, and nonprofit. My design process: I start by listening to your goals and understanding your brand. Then I create initial concepts for your feedback. I welcome revisions and keep communication open until you're completely satisfied. Finally, I deliver print-ready or digital files with all proper specs, including editable source files so you can make updates later. Tools I use: Adobe Creative Suite (InDesign, Illustrator, Photoshop), Canva, Figma, CapCut, and AI tools for image generation. Why clients keep coming back: I'm responsive, reliable, and easy to work with. I meet deadlines, communicate clearly, and genuinely care about delivering work that helps your business succeed. Ready to start? If you have a project in mind, let's talk. I'm available for both short-term and long-term collaborations. Best, Jordan Torres Creative Director

  • Information Design
  • Graphic Design
  • Vector Graphic
  • Poster
  • Icon Design
  • Minor Design Touchup
  • Layout Design
  • Brand Identity & Guidelines
  • Banner Ad Design
  • Education Presentation
  • Ad Creative
  • Creative Direction
  • Facebook Advertising
  • Social Media Design
  • Adobe Creative Suite

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How much does it cost to hire a Financial Services Freelancer?

Rates charged by Financial Services Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Services Freelancer in the Philippines on Upwork?

As the world's work marketplace, we connect highly-skilled freelance Financial Services Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Services Freelancer team you need to succeed.

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Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Financial Services Freelancer proposals within 24 hours of posting a job description.