Financial & Insurance Solutions Advisor

Recruitify_HR; Quezon City; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

Recruitify_HR in the Philippines is seeking a seasoned financial services professional to guide clients through complex financial products and insurance options.

You will assess client needs, deliver tailored solutions, and stay current with market trends, regulations, and industry developments, presenting to clients and stakeholders and collaborating with the team to ensure exceptional service.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• 5-8 years of experience in financial services or insurance.
• Strong analytical skills, excellent communication, and customer service abilities.
• Detail-oriented, proactive, and able to work under pressure.
• Office environment with occasional travel for client meetings.

Responsibilities

• Assist clients in navigating financial products and insurance options.
• Evaluate clients' financial needs and provide tailored solutions.
• Maintain up-to-date knowledge of market trends and regulations.
• Prepare and deliver presentations to clients and stakeholders.
• Collaborate with team members to ensure seamless service delivery.

Skills

Analytical skills

Communication skills

Customer service

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

Recruitify_HR in the Philippines is seeking a seasoned financial services professional to guide clients through complex financial products and insurance options.

You will assess client needs, deliver tailored solutions, and stay current with market trends, regulations, and industry developments, presenting to clients and stakeholders and collaborating with the team to ensure exceptional service.