Financial & Insurance Associate. Salary upto 35K.

Recruitify_HR; Taguig; Sur place; PHP 355 446 - 425 754; Plein temps

Avantages offerts par ce poste

Equity Incentive Plan

Performance Bonus

Annual Company Trip

Free Meals

Sleeping Quarters

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical skills

Communication skills

Interpersonal skills

Formation

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

Description du poste

Financial & Insurance Associate. Salary upto 35K.

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

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Annual Company Trip, Free Meals, Sleeping Quarters

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