Insurance & Financial Associate in Top Call Centers. Salary upto 25K-35K.

Recruitify_HR; Manila; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Free Meals

Annual Company Trip

HMO

Job summary

A leading recruitment agency is seeking an Insurance & Financial Associate in Manila. This role requires 5-8 years of experience in financial services or insurance. Responsibilities include assisting clients with financial options, conducting needs assessments, and managing portfolios for optimal performance. Ideal candidates should have strong analytical and communication skills. A Bachelor's degree in Finance or a related field is required, along with a detail-oriented, customer-focused approach.

Qualifications

• 5–8 years of experience in financial services or insurance.
• Ability to manage multiple client accounts and provide timely advice.
• Detail-oriented, customer-focused, and trustworthy.

Responsibilities

• Assist clients in understanding their insurance and financial options.
• Conduct needs assessments to tailor financial solutions.
• Manage client portfolios to ensure optimal performance.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Education

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

Job description

Insurance & Financial Associate in Top Call Centers. Salary upto 25K-35K.

On-site - Manila 5-10 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Annual Company Trip, Free Meals, Sleeping Quarters

Read More

Description

• Assist clients in understanding their insurance and financial options.
• Conduct needs assessments to tailor financial solutions to client requirements.
• Provide expert advice on various insurance products and financial planning strategies.
• Manage client portfolios to ensure optimal performance and satisfaction.
• Stay updated on industry trends and products to provide the best recommendations.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: 5–8 years of experience in financial services or insurance.
• Skills and Competencies: Strong analytical skills, excellent communication, and interpersonal skills.
• Responsibilities and Duties: Ability to manage multiple client accounts and provide timely advice.
• Qualities and Traits: Detail-oriented, customer-focused, and trustworthy with outstanding problem-solving abilities.

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