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Financial Services Professional

2 weeks ago

Cebu City, Central Visayas, Philippines AGILA FINANCIAL TEAM Full time

At Agila Financial Team, we strive to deliver exceptional financial services to our clients. We are currently seeking a highly skilled Financial Services Professional to join our team.

Key Responsibilities
  • This role involves identifying and pursuing new business opportunities through lead generation, networking, and referrals.
  • Client Consultation: Meet with clients to explain various insurance policies and options, assess their insurance needs, and provide tailored solutions.
  • Policy Management: Prepare and present insurance quotes, process applications, and manage policy renewals.
Essential Skills
  • Strong Analytical and Problem-Solving Skills
  • Excellent Communication and Interpersonal Skills
  • Ability to Work in a Fast-Paced Environment