Insurance Advisor — Flexible Hours, Client Growth

Macasaet James Jasper Cetron (Team Kline); Makati; On-site; PHP 334,800 - 502,200; Full time

Job summary

A leading insurance firm in the Philippines is seeking motivated individuals to develop and maintain relationships with clients. The ideal candidate will advise clients on insurance products, assist in claims, and promote products to expand the client base. A Bachelor’s degree in Business or Finance and 1-3 years of relevant experience are required. Join a dynamic team with flexible working conditions.

Qualifications

• 1–3 years of experience in insurance sales or financial services.
• Motivated, self-driven, and customer-oriented.

Responsibilities

• Develop and maintain relationships with clients to understand their insurance needs.
• Advise clients on various insurance products and policies suitable to their financial goals.
• Assist clients in filing claims and managing their portfolios.
• Stay updated on industry trends and changes in insurance regulations.
• Promote and sell insurance products to expand the client base.

Skills

Strong interpersonal and communication skills

Proficiency in wealth management and stock trading

Education

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

Job description

A leading insurance firm in the Philippines is seeking motivated individuals to develop and maintain relationships with clients. The ideal candidate will advise clients on insurance products, assist in claims, and promote products to expand the client base. A Bachelor’s degree in Business or Finance and 1-3 years of relevant experience are required. Join a dynamic team with flexible working conditions.