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Insular Life Assurance Co., Ltd.

Financial Advisor

Insular Life Assurance Co., Ltd.

Posted

last week

Pasig, National Capital Region

Remote

PHP 50K

Entry Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Financial Advisor role at Insular Life involves helping clients with insurance and financial planning. This position offers a hybrid work model with opportunities for career growth.

About Company

Insular Life Assurance Co., Ltd. is a leading insurance company in the Philippines, providing a range of financial services and solutions.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Ability to analyze financial data
  • Customer service experience
  • Motivation to achieve sales targets

Responsibilities

  • Advise clients on financial plans
  • Develop and maintain client relationships
  • Analyze financial needs and goals
  • Present insurance solutions to clients
  • Monitor market trends and developments
  • Prepare financial reports for clients
  • Assist clients in policy claims and renewals

Must Have skills

Financial analysisSales techniquesCustomer relationship managementCommunication skillsProblem-solving abilities

Job Keywords

Financial AdvisorInsuranceSalesClient RelationsFinancial Planning

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