Financial Solutions Specialist

About the job Financial Solutions Specialist (Bancassurance)

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations: Across NCR, CALABARZON, and Central Luzon (Multiple headcounts)

We are looking for dynamic and goal-oriented individuals to join our team as Financial Solutions Specialist. This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
• At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented and motivated by a passion for helping ...