Financial Services Specialist

2 days ago


Makati City, National Capital Region, Philippines J-K Network Services Full time

Job Summary:

J-K Network Services is looking for a talented Financial Services Specialist to join our team. In this role, you will conduct meetings with clients to discuss their insurance needs and assist with the application process. You will also regularly review policies to ensure they are still appropriate for the client's needs.

Key Responsibilities:

  • To assess clients' financial situations, current coverage, and long-term goals to determine their needs
  • To conduct meetings with clients to discuss their insurance needs and assist with the application process
  • To regularly review policies to ensure they are still appropriate for the client's needs
  • To keep clients informed of any changes to their insurance policies
  • To clearly explain insurance coverage options and make recommendations based on the client's needs


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