Financial Services Officer (Insurance)

J-K Network Services; Taguig; On-site; PHP 390,600 - 446,400; Full time

Job summary

A financial and insurance agency in Taguig City is looking for an experienced Life Insurance Salesperson. The role involves connecting with potential clients, managing current client relationships, and offering advice on insurance products. Candidates should have a Bachelor's degree and 3 to 5 years of experience in life insurance sales. Work is on-site with a schedule from Monday to Friday. Competitive salary of Php35,000 – Php40,000 is offered.

Qualifications

• At least 3 to 5 years experience selling life insurance.
• Willing to work in Taguig City.
• Able to start as soon as possible.

Responsibilities

• Prospect for and connect with potential clients interested in life insurance products.
• Build and sustain strong relationships with current clients.
• Offer professional advice on appropriate insurance protection and coverage.
• Evaluate and assess existing insurance policies.
• Help clients understand their insurance needs.

Skills

Sales Skills

Client Relationship Management

Insurance Knowledge

Education

Bachelor’s Degree

Job description

Client Profile: It is an insurance company that was established in the year of 2006. They provide or operate within the finance and insurance of their client.

Industry: Financial - Insurance Agency

Location: BGC, Taguig City

Salary: Php35,000 – Php40,000

Schedule: Monday – Friday (Dayshift)

Work Set up: Work on site

Job Requirements

• Bachelor’s Degree Holder
• At least 3 to 5 years’ experience selling life Insurance
• Amendable to attend interviews
• Willing to work in Taguig City
• Can start as soon as possible

Job Responsibilities

• Prospect for and connect with potential clients interested in nlife insurance products.
• Build and sustain strong relationships with current clients while presenting opportunities for additional coverage.
• Offer professional advice on appropriate insurance protection and coverage.
• Evaluate and assess existing insurance policies to confirm they provide sufficient protection.
• Help clients understand their insurance needs and suggest policies that best match their requirements.

Recruitment Process

• Online and Face to Face
• Initial interview
• Final interview
• JOB OFFER