Financial Advisor

3 days ago

Legazpi Village, Philippines WHR Global Consulting Full time

POSITION TITLE: Sales Executive - Group and Individual Insurance
WORK LOCATION: Legaspi Village, Makati City
WORK SETUP: Onsite
WORK SCHEDULE: Day Shift

QUALIFICATIONS
-Bachelor’s degree in Economics, Business Management, Marketing, or related fields
-At least 1 year experience in Life Insurance and Sales
-Good written and oral communication and negotiation skills
-Willingness to work in Makati City and travel anywhere in the Philippines as needed
-Proficient with MS Applications
-LOMA courses preferred but not required

JOB SUMMARY/DESCRIPTION
-Support sales and recruitment of individual insurance products aligned with the company’s goal to increase revenues and profitability

RESPONSIBILITIES/DUTIES
-Promote and sell group and individual life insurance products
-Assist in recruiting new agents and sales personnel
-Develop and maintain client relationships to meet sales targets
-Coordinate with internal teams to ensure smooth client onboarding and service
-Travel as necessary to meet with clients and prospects across the Philippines
-Maintain knowledge of insurance products and market trends to effectively sell and advise clients

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