Financial Officer

2 weeks ago

Cebu City, Philippines BJP Property Management Service Full time

Overview

Provide financial guidance and insurance products to clients, while also ensuring compliance and maintaining accurate records.

Responsibilities
  • Assists Clients With Filing Insurance Claims
  • Explain Financial Information To Customers
  • Thoroughly Researching And Analysing Insurance Policies
  • Develop Marketing Plans Or Strategies
  • Building And Maintaining Clientele
  • Prospecting for new Clients
  • Fulfill All Policy Requirements
  • Processes Insurance Policy Renewals
  • Studying The Risk Profile Of Clients
Core Responsibilities
  • Financial Planning & Advice: Meeting with clients to understand their financial goals, assessing risk tolerance, and developing personalized financial plans.
  • Insurance Sales: Presenting various insurance products and services to potential and existing clients, helping them choose coverage that meets their needs.
  • Risk Management: Evaluating client risk profiles and recommending appropriate insurance solutions for risk mitigation.
  • Compliance: Ensuring adherence to all relevant insurance and financial regulations.
  • Client Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and referrals.
  • Record Keeping: Maintaining accurate records of client information, policies, and transactions.
  • Policy Processing: Assisting clients with policy applications, renewals, and adjustments.
  • Claims Assistance: Providing support to clients during the claims process.
  • Business Development: Developing strategies to attract new clients and increase sales.
  • Reporting: Preparing reports on sales performance, client acquisition, and other relevant metrics.
Essential Skills
  • Strong Communication Skills: Ability to clearly explain complex financial concepts and insurance products.
  • Analytical Skills: Ability to assess financial situations, evaluate risks, and make sound recommendations.
  • Sales and Persuasion Skills: Ability to effectively market insurance products and build trust with clients.
  • Customer Service Skills: Ability to handle client inquiries, resolve issues, and provide excellent service.
  • Technical Skills: Familiarity with insurance products, financial planning software, and industry regulations.
Key Considerations
  • Insurance Licensing: Obtaining the necessary licenses to sell insurance products in the relevant jurisdiction is a prerequisite for this role.
  • Continuing Education: Staying up-to-date with industry trends and regulations through ongoing education is essential for success.
  • 5- 10 years of experience
  • Bachelor's degree required
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