Financial & Insurance Advisor

Recruitify_HR; Iloilo City; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services company based in Iloilo City is seeking an experienced professional to assist clients in selecting suitable insurance policies tailored to their financial needs. The role requires a Bachelor’s degree in Finance or a related field, along with 1–3 years of experience in financial services or insurance. Responsibilities include evaluating clients' financial records, maintaining detailed records of interactions, and conducting market research. Strong analytical and interpersonal skills are essential for success.

Qualifications

• 1–3 years of experience in financial services or insurance.
• Ability to work under pressure and manage multiple priorities.
• Strong interpersonal skills for client interaction.

Responsibilities

• Assist clients in selecting appropriate insurance policies.
• Evaluate clients' financial records and provide insights.
• Maintain detailed records of client interactions.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Education

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

Job description

A financial services company based in Iloilo City is seeking an experienced professional to assist clients in selecting suitable insurance policies tailored to their financial needs. The role requires a Bachelor’s degree in Finance or a related field, along with 1–3 years of experience in financial services or insurance. Responsibilities include evaluating clients' financial records, maintaining detailed records of interactions, and conducting market research. Strong analytical and interpersonal skills are essential for success.