Senior Insurance & Financial Advisor (Bonus & Equity)

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

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.