Insurance & Financial Solutions Advisor

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

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Annual Company Trip

Free Meals

Sleeping Quarters

Job summary

A leading HR firm is seeking an Insurance & Financial Associate in Pampanga, Philippines. The candidate will assist clients in understanding insurance and financial options, conduct assessments to tailor solutions, and manage client portfolios. The ideal candidate should have a Bachelor's degree in Finance or Business and 5-8 years' experience in the industry. Strong analytical, communication, and interpersonal skills are required. This role offers a competitive salary package with various employee benefits.

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 with outstanding problem-solving abilities.

Responsibilities

• Assist clients in understanding their insurance and financial options.
• Conduct needs assessments to tailor financial solutions.
• Provide expert advice on insurance products and financial planning strategies.
• Manage client portfolios for optimal performance and satisfaction.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Education

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

Job description

A leading HR firm is seeking an Insurance & Financial Associate in Pampanga, Philippines. The candidate will assist clients in understanding insurance and financial options, conduct assessments to tailor solutions, and manage client portfolios. The ideal candidate should have a Bachelor's degree in Finance or Business and 5-8 years' experience in the industry. Strong analytical, communication, and interpersonal skills are required. This role offers a competitive salary package with various employee benefits.