Insurance & Financial Solutions Advisor

Recruitify_HR; Cebu City; On-site; PHP 400,000 - 600,000; Full time

Job summary

Recruitify_HR in Cebu City seeks a seasoned financial services adviser to join the team. You will assist clients by phone, provide policy and product information, and recommend suitable solutions based on financial needs.

You will also process applications and claims and maintain accurate records. The role requires a Bachelor’s degree in Finance or related field, about 13 years in customer service or financial advisory, and strong communication with detail orientation.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 13 years of experience in a customer service or financial advisory role.
• Skills and Competencies: Strong communication and interpersonal skills.
• Qualities and Traits: Detail-oriented with a proven ability to manage multiple tasks.
• Responsibilities and Duties: Ability to work under pressure and meet deadlines.
• Working Conditions: Comfortable working in a call center environment.

Responsibilities

• Assist clients with insurance and financial inquiries over the phone.
• Provide accurate information on insurance policies and financial products.
• Evaluate clients' financial needs and recommend suitable solutions.
• Process applications and claims in a timely manner.
• Maintain accurate records of client interactions and transactions.

Skills

Strong communication

Interpersonal skills

Education

Bachelor's degree in Finance

Business Administration

Job description

Recruitify_HR in Cebu City seeks a seasoned financial services adviser to join the team. You will assist clients by phone, provide policy and product information, and recommend suitable solutions based on financial needs.

You will also process applications and claims and maintain accurate records. The role requires a Bachelor’s degree in Finance or related field, about 13 years in customer service or financial advisory, and strong communication with detail orientation.