Financial Advisor
FWD Insurance
Posted
last month
Quezon City, National Capital Region, Philippines
Onsite
PHP 30K
Junior Level
Full Time
Sema Summary
FWD Insurance is seeking a Financial Advisor to assist clients with financial planning and insurance solutions. The role requires effective communication and sales skills, along with a good understanding of financial products. Candidates should possess some background in finance or sales, and the position is based in Quezon City, Philippines. As a full-time role, it offers an opportunity for growth in the financial services industry.
About Company
FWD Insurance is a progressive insurance provider focused on making insurance accessible and relevant to customers in Asia.
Core Requirements
- Bachelor's degree in finance or related field
- Strong communication skills
- Sales experience
- Understanding of financial products
- Client relationship management skills
Responsibilities
- Assist clients in financial planning
- Provide insurance solutions
- Develop client relationships
- Identify client needs and goals
- Conduct market research
- Prepare financial reports
- Stay updated on insurance regulations
Must Have skills
Nice To Have Skills
Job Keywords
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