Financial & Insurance Solutions Specialist

Recruitify_HR; Makati; On-site; PHP 669,600 - 892,800; Full time

Job summary

A financial services firm in Metro Manila is seeking an experienced professional to assist clients in navigating financial products and insurance options. The role requires a Bachelor's degree in Finance or related field and 5-8 years of experience in financial services or insurance. The ideal candidate should possess strong analytical skills, excellent communication abilities, and be proactive under pressure. This position may involve occasional travel for client meetings, offering a dynamic office environment.

Qualifications

• 5-8 years of experience in financial services or insurance.
• Detail-oriented, proactive, and able to work under pressure.

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

Strong analytical skills

Excellent communication

Customer service abilities

Education

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

Job description

A financial services firm in Metro Manila is seeking an experienced professional to assist clients in navigating financial products and insurance options. The role requires a Bachelor's degree in Finance or related field and 5-8 years of experience in financial services or insurance. The ideal candidate should possess strong analytical skills, excellent communication abilities, and be proactive under pressure. This position may involve occasional travel for client meetings, offering a dynamic office environment.