Client-Focused Financial & Insurance Advisor

Gratitude Jobs Ahead Hr Inc; Metro Manila; In loco; PHP 700.000 - 1.000.000; Tempo pieno

Descrizione del lavoro

Gratitude Jobs Ahead Hr Inc. seeks a senior client service professional to assist clients in navigating financial products and insurance options. You will evaluate clients' financial needs and tailor solutions while staying current with market trends and regulations.

You will prepare and deliver presentations to clients and stakeholders and collaborate with team members to ensure seamless service delivery in an office setting with occasional travel.

Competenze

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5-8 years of experience in financial services or insurance.
• Strong analytical skills, excellent communication, and customer service abilities.
• Detail-oriented, proactive, and able to work under pressure.

Mansioni

• Assist clients in navigating financial products and insurance options.
• Evaluate clients' financial needs and provide tailored solutions.
• Maintain up-to-date knowledge of market trends and regulations.
• Prepare and deliver presentations to clients and stakeholders.
• Collaborate with team members to ensure seamless service delivery.

Conoscenze

Analytical skills

Excellent communication

Customer service

Detail-oriented

Proactive

Work under pressure

Formazione

Bachelor's degree in Finance, Business Administration, or related field

Descrizione del lavoro

Gratitude Jobs Ahead Hr Inc. seeks a senior client service professional to assist clients in navigating financial products and insurance options. You will evaluate clients' financial needs and tailor solutions while staying current with market trends and regulations.

You will prepare and deliver presentations to clients and stakeholders and collaborate with team members to ensure seamless service delivery in an office setting with occasional travel.