Finance Solutions Account Manager

Blue Fox Summit Life Insurance Agency; Pasig; On-site; PHP 223,200 - 334,800; Full time

Job summary

A financial services firm in Metro Manila is seeking individuals to educate clients about budgeting and investment principles. The role entails assessing client needs and recommending suitable financial products, while also building long-term relationships. Candidates should have a background in finance or business and at least 3 months of experience in any field. A stable internet connection is required for this position.

Qualifications

• Preferably with a background in Finance, Accounting, or any Business-related course.
• Must have a stable internet connection.
• With at least 3 months of work experience in any field.

Responsibilities

• Educates stakeholders on the principles of budgeting, saving, and investing.
• Educate clients about investments and financial planning.
• Assess client needs and recommend suitable financial products.
• Build and maintain long-term client relationships.

Job description

A financial services firm in Metro Manila is seeking individuals to educate clients about budgeting and investment principles. The role entails assessing client needs and recommending suitable financial products, while also building long-term relationships. Candidates should have a background in finance or business and at least 3 months of experience in any field. A stable internet connection is required for this position.