Financial Advisor

Snapjob Inc.

C$479-599[Monthly]
On-site - Makati<1 Yr ExpBachelorFull-time
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Job Description

Description

Sells insurance to individuals and groups by explaining policies, building relationships, and negotiating contracts. They may also be called insurance agents or brokers. 


Responsibilities

  • Client contact: Reach out to potential clients, and interview them to understand their needs 
  • Policy explanation: Explain the features of different insurance policies, including home, life, health, and auto 
  • Policy recommendation: Analyze clients' current policies and suggest changes or additions 
  • Policy design: Build customized insurance policies and packages to meet clients' needs 
  • Contract negotiation: Negotiate contracts and agreements that align with company goals 
  • Marketing: Design and implement marketing strategies to acquire new clients 
  • Reporting: Prepare reports on business performance 
  • Compliance: Ensure compliance with company policies 


Requirements

Bachelor's degree in Economics or Business Management or Marketing or other related fields.

• At least one year experience in Life Insurance and Sales

• Good written and oral communication, negotiations.

• Willing to work in Makati City and travel anywhere in the Philippines when needed.

• Proficient with MS Applications

• LOMA courses preferred but not required

Interpersonal SkillsCommunication SkillsSalesNegotiation skillsLife Insurance
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Iris Samson

Talent Acquisition SpecialistSnapjob Inc.

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Working Location

Ayala Ave. Ayala Ave, Makati, Metro Manila, Philippines

Posted on 13 February 2025

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