Financial & Insurance Associate. Salary upto 35K.

Company

Recruitify_HR

Location

taguig, Philippines

Type

Full-time

            Assist clients in selecting appropriate insurance policies based on their financial needs. 
Evaluate clients' financial records and provide insights on insurance options. 
Maintain detailed records of client interactions and policy changes. 
Conduct market research to remain informed about new financial and insurance products. 
Support the team with administrative tasks related to client accounts and policies.
Description
Assist clients in selecting appropriate insurance policies based on their financial needs. 
Evaluate clients' financial records and provide insights on insurance options. 
Maintain detailed records of client interactions and policy changes. 
Conduct market research to remain informed about new financial and insurance products. 
Support the team with administrative tasks related to client accounts and policies.
Requirements

        
        
    

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