Insurance & Finance Associate — Client Advisor

Recruitify_HR; Pasig; On-site; PHP 300,000 - 450,000; Full time

Job summary

Recruitify HR in Pasig, Metro Manila seeks a client-focused Insurance Advisor to guide clients in selecting suitable insurance policies and explain options based on their financial needs. The role emphasizes accuracy in record-keeping and staying informed on market products.

The position is office-based with occasional client visits, requiring 1–3 years in financial services or insurance and a Bachelor's degree in Finance, Business, or related field. Excellent communication is essential.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 1–3 years of experience in financial services or insurance.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work under pressure and manage multiple priorities.

Responsibilities

• 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.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Multitasking under pressure

Education

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

Job description

Recruitify HR in Pasig, Metro Manila seeks a client-focused Insurance Advisor to guide clients in selecting suitable insurance policies and explain options based on their financial needs. The role emphasizes accuracy in record-keeping and staying informed on market products.

The position is office-based with occasional client visits, requiring 1–3 years in financial services or insurance and a Bachelor's degree in Finance, Business, or related field. Excellent communication is essential.