Insurance & Financial Solutions Specialist – Bonus Eligible

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

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Annual Company Trip

Free Meals

Sleeping Quarters

Job summary

A recruitment firm in Mandaluyong is looking for a Financial & Insurance Associate. The ideal candidate will assist clients in selecting insurance policies tailored to their financial needs and evaluate their financial records for better insights. Applicants should possess a Bachelor's degree in Finance or a related field and have 1–3 years of experience in financial services or insurance. Strong analytical and communication skills are essential, along with the ability to work under pressure.

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.
• Maintain detailed records of client interactions.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Education

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

Job description

A recruitment firm in Mandaluyong is looking for a Financial & Insurance Associate. The ideal candidate will assist clients in selecting insurance policies tailored to their financial needs and evaluate their financial records for better insights. Applicants should possess a Bachelor's degree in Finance or a related field and have 1–3 years of experience in financial services or insurance. Strong analytical and communication skills are essential, along with the ability to work under pressure.