Financial & Insurance Associate. Salary upto 35K., Muntinlupa

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

Educational Qualifications: Bachelors degree in Finance, Business, or a related field
Experience Level: 13 years of experience in financial services or insurance
Skills and Competencies: Strong analytical skills and attention to detail
Qualities and Traits: Excellent communication and interpersonal skills
Responsibilities and Duties: Ability to work under pressure and manage multiple priorities
Working Conditions: Office-based role with occasional client visits

Highlights

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