Financial & Insurance Associate. Salary upto 35K.

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

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Incentives

HMO

Job summary

A financial services company based in Muntinlupa is looking for a Financial & Insurance Associate to assist clients in choosing suitable insurance policies tailored to their financial needs. The ideal candidate will have a Bachelor's degree and 1-3 years of experience in financial services or insurance. Strong analytical skills, attention to detail, and excellent communication skills are essential. This on-site role offers a salary up to 35K PHP and includes benefits such as a Performance Bonus and HMO.

Qualifications

• 1-3 years of experience in financial services or insurance.
• Ability to work under pressure and manage multiple priorities.

Responsibilities

• Assist clients in selecting appropriate insurance policies.
• Evaluate clients' financial records and provide insights on insurance options.
• Maintain records of client interactions and policy changes.
• Conduct market research to inform about new financial products.
• Support administrative tasks related to client accounts.

Skills

Strong analytical skills

Excellent communication skills

Attention to detail

Education

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

Job description

Financial & Insurance Associate. Salary upto 35K.

On-site - Muntinlupa 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Description

• 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.
• Conduct market research to remain informed about new financial and insurance products.
• Support the team with administrative tasks related to client accounts and policies.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
• Experience Level: 1–3 years of experience in financial services or insurance
• Skills and Competencies: Strong analytical skills and attention to detail
• Qualities and Traits: Excellent communication and interpersonal skills
• Responsibilities and Duties: Ability to work under pressure and manage multiple priorities
• Working Conditions: Office-based role with occasional client visits

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