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Financial & Insurance Associate. Salary upto 35K.

Company

Recruitify_HR

Location

makati, Philippines

Type

Full-time

Description

  • 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.

Requirements

  • Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
  • Experience Level: 5-8 years of experience in financial services or insurance.
  • Skills and Competencies: Strong analytical skills, excellent communication, and customer service abilities.
  • Qualities and Traits: Detail-oriented, proactive, and able to work under pressure.
  • Working Conditions: Office environment with occasional travel for client meetings.

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