Strategic Financial & Insurance Advisor

Recruitify_HR; Quezon City; Sur place; PHP 600 000 - 900 000; Plein temps

Résumé du poste

Recruitify_HR in Quezon City is seeking an experienced Financial Services Specialist to assist clients with financial products and insurance, evaluate needs, and present tailored solutions. You will stay updated on market trends and collaborate with colleagues to ensure seamless service delivery.

The role requires 5–8 years in financial services or insurance, a Bachelor's degree, strong analytics, and excellent communication. Office-based with occasional travel for client meetings.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5–8 years of experience in financial services or insurance.
• Strong analytical, communication, and customer service skills.
• Detail-oriented, proactive, and able to work under pressure.

Responsabilités

• Assist clients in navigating financial products and insurance options.
• Evaluate clients' financial needs and provide tailored solutions.
• Maintain up-to-date knowledge of market trends and regulations.
• Prepare and deliver presentations to clients and stakeholders.
• Collaborate with team members to ensure seamless service delivery.

Connaissances

Analytical skills

Communication skills

Customer service

Formation

Bachelor's degree in Finance or related field

Description du poste

Recruitify_HR in Quezon City is seeking an experienced Financial Services Specialist to assist clients with financial products and insurance, evaluate needs, and present tailored solutions. You will stay updated on market trends and collaborate with colleagues to ensure seamless service delivery.

The role requires 5–8 years in financial services or insurance, a Bachelor's degree, strong analytics, and excellent communication. Office-based with occasional travel for client meetings.