Location
pasay
Posted
May 22, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Key Responsibilities
- Assess clients financial goals and recommend suitable insurance and investment plans
- Create personalized financial strategies for savings, protection, and wealth growth
- Maintain and strengthen long-term client relationships
- Stay updated on market trends and financial products
- Explain financial concepts and policy details clearly to clients
Qualifications
- Bachelors degree in any business-related course is an advantage
- At least 1-year of experience in sales, marketing, finance, customer service or management is preferred
- Fresh graduates and career shifters are welcome to apply
- Strong communication and interpersonal skills
- Goal-oriented, motivated, and willing to learn
- Able to work independently and in a team environment
Work Setup
- Flexible and hybrid work arrangement
- Office-based meetings with possible r...