Travel & Healthcare Finance Advisor

Recruitify_HR; Quezon City; Vor Ort; PHP 300.000 - 600.000; Vollzeit

Zusammenfassung

Recruitify_HR is seeking a skilled financial advisor to assist clients with personalized financial planning for travel and healthcare. You will analyze options, research cost-effective plans, and tailor recommendations to each client’s goals.

The role requires 3–5 years of experience in advisory services, attention to detail, and strong communication abilities to maintain records and coordinate with professionals.

Qualifikationen

• High School Diploma or equivalent required.
• 3–5 years of experience in financial advisory or related fields.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage time effectively.

Aufgaben

• Assist clients with financial planning for travel and healthcare needs.
• Conduct market research to identify cost-effective travel options and healthcare plans.
• Provide recommendations based on clients' individual financial situations and goals.
• Maintain updated records of client interactions and financial transactions.
• Collaborate with other financial and healthcare professionals to offer comprehensive solutions.

Kenntnisse

Analytical skills

Attention to detail

Communication

Interpersonal skills

Time management

Independent work

Ausbildung

High School Diploma or equivalent

Jobbeschreibung

Recruitify_HR is seeking a skilled financial advisor to assist clients with personalized financial planning for travel and healthcare. You will analyze options, research cost-effective plans, and tailor recommendations to each client’s goals.

The role requires 3–5 years of experience in advisory services, attention to detail, and strong communication abilities to maintain records and coordinate with professionals.