Finance & Insurance Associate — Equity, Bonus, HMO

Recruitify_HR; Taguig; On-site; PHP 355,446 - 425,754; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Annual Company Trip

Free Meals

Sleeping Quarters

Job summary

A financial services company is seeking a Financial & Insurance Associate in Taguig. The role includes assisting clients with insurance policies, evaluating financial records, and maintaining client interaction records. Candidates must have a Bachelor’s degree in Finance or Business and 1-3 years of relevant experience. Strong analytical and communication skills are essential. This position offers competitive salary and additional benefits including performance bonuses and an incentive plan.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field is required.
• 1–3 years of experience in financial services or insurance.
• Strong analytical skills and attention to detail.

Responsibilities

• Assist clients in selecting appropriate insurance policies based on their financial needs.
• Evaluate clients' financial records and provide insights on insurance options.
• Maintain detailed records of client interactions and policy changes.

Skills

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or a related field

Job description

A financial services company is seeking a Financial & Insurance Associate in Taguig. The role includes assisting clients with insurance policies, evaluating financial records, and maintaining client interaction records. Candidates must have a Bachelor’s degree in Finance or Business and 1-3 years of relevant experience. Strong analytical and communication skills are essential. This position offers competitive salary and additional benefits including performance bonuses and an incentive plan.