Insurance & Finance Specialist — Growth, Bonus & Equity

Recruitify_HR; Muntinlupa; On-site; PHP 355,446 - 425,754; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Incentives

HMO

Job summary

A financial services company based in Muntinlupa is looking for a Financial & Insurance Associate to assist clients in choosing suitable insurance policies tailored to their financial needs. The ideal candidate will have a Bachelor's degree and 1-3 years of experience in financial services or insurance. Strong analytical skills, attention to detail, and excellent communication skills are essential. This on-site role offers a salary up to 35K PHP and includes benefits such as a Performance Bonus and HMO.

Qualifications

• 1-3 years of experience in financial services or insurance.
• Ability to work under pressure and manage multiple priorities.

Responsibilities

• Assist clients in selecting appropriate insurance policies.
• Evaluate clients' financial records and provide insights on insurance options.
• Maintain records of client interactions and policy changes.
• Conduct market research to inform about new financial products.
• Support administrative tasks related to client accounts.

Skills

Strong analytical skills

Excellent communication skills

Attention to detail

Education

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

Job description

A financial services company based in Muntinlupa is looking for a Financial & Insurance Associate to assist clients in choosing suitable insurance policies tailored to their financial needs. The ideal candidate will have a Bachelor's degree and 1-3 years of experience in financial services or insurance. Strong analytical skills, attention to detail, and excellent communication skills are essential. This on-site role offers a salary up to 35K PHP and includes benefits such as a Performance Bonus and HMO.