Insurance Financial Specialist

2 weeks ago


Cebu City, Central Visayas, Philippines Sun Life Philippines Full time

We are seeking dedicated and knowledgeable insurance professionals to help clients secure their financial futures by providing tailored insurance solutions.

Key Responsibilities:
  1. Client Needs Assessment: Conduct thorough needs assessments to understand clients' financial goals and protection requirements.
  2. Product Knowledge Development: Develop in-depth understanding of life, health, disability, and investment-linked insurance products to offer informed recommendations.
  3. Sales and Marketing Strategy: Proactively seek new clients through networking, referrals, and marketing initiatives, while maintaining and expanding existing client relationships.
  4. Policy Management: Assist clients with policy management, claims processes, and renewals, ensuring high customer satisfaction.
  5. Regulatory Compliance and Ethics: Adhere to industry regulations and the company's ethical standards in all sales and advisory activities.
  6. Continuing Education and Professional Development: Stay up-to-date on insurance trends, product updates, and regulatory changes through ongoing education and training.


  • Cebu City, Central Visayas, Philippines QBE Insurance Group Full time

    Job SummaryThis Insurance Financial Analyst role provides operational support in the financial process of our group. The successful candidate will be responsible for analysing financial reports, comparing against planned figures and providing management with insightful reporting.The ideal candidate will have a strong understanding of financial processes,...


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

    AGILA FINANCIAL TEAM is seeking a highly motivated Insurance Career Professional to join our team. As an Insurance Agent, you will play a crucial role in identifying and pursuing new business opportunities through lead generation, networking, and referrals.Key Responsibilities:Client Acquisition: Utilize your exceptional communication skills to meet with...


  • Cebu City, Central Visayas, Philippines Pioneer Your Insurance Full time

    Job OverviewPioneer Your Insurance is seeking a highly motivated and results-driven Motorcycle Insurance Business Development Specialist to join our team. As a key member of our sales and marketing department, you will be responsible for growing and developing assigned motorcycle accounts and/or programs.Sales TargetYour primary objective will be to meet the...


  • Cebu City, Central Visayas, Philippines QBE Insurance Group Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to provide operational support in the financial process of our group. The successful candidate will be responsible for analysing financial reports, comparing against planned figures and providing management with insightful reporting.The role requires providing valuable insights to...


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

    We are seeking a Policy Sales Specialist to join our team at AGILA FINANCIAL TEAM. As an Insurance Agent, you will play a key role in selling insurance policies to clients and helping them achieve their financial goals. Your primary responsibility will be to meet with clients to discuss their insurance needs and develop customized solutions that meet their...


  • Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time

    About the RoleWe are seeking a highly detail-oriented and organized Insurance Operations Specialist to join our team. As a Client Service Manager, you will be responsible for supporting the clients' insurance and wealth management operations.This role involves gathering client information, liaising with insurers, preparing financial analyses, and ensuring...


  • Cebu City, Central Visayas, Philippines QBE Insurance Full time

    Job DescriptionWe are seeking a skilled Policy and Claims Specialist to join our team at QBE Insurance. This is an exciting opportunity for a motivated individual to contribute to the success of our organization and provide exceptional policy and claims management services.About the RoleThis role involves providing expert advice and guidance on...


  • Cebu City, Central Visayas, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time

    About the RoleWe are looking for Junior Account Specialists to join our Cebu Division as primary points of contact for client needs. This role will focus on General Insurance - Non-life, requiring coordination with credit and collection, policy administration, and claims teams to ensure client retention and satisfaction.The ideal candidate will assist in...


  • Iloilo City, Western Visayas, Philippines PIONEER INSURANCE Full time

    We are seeking a skilled Insurance Coverage Specialist to join our team at Pioneer Insurance. As an Insurance Coverage Specialist, you will be responsible for selling various insurance products, including life, health, auto, and property insurance.Key ResponsibilitiesAssist clients in selecting the right insurance policies based on their needs and...


  • Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full time

    Company OverviewNO.1 INSURANCE COMPANY is a leading provider of insurance solutions in Cebu, Central Visayas, Philippines.Job DescriptionWe are seeking a skilled Financial Advisor to deliver personalized investment solutions and help clients work towards their long-term financial goals.Responsibilities:Provide financial planning support to clients to achieve...


  • Cebu City, Central Visayas, Philippines UNICON Insurance Brokers Corporation Full time

    At UNICON Insurance Brokers Corporation, we are seeking an experienced Account Executive to manage our non-life insurance lines of clients.The ideal candidate will have a strong understanding of insurance products and risk management principles, with the ability to deliver comprehensive insurance solutions to clients.This is a full-time hybrid role that...


  • Cebu City, Central Visayas, Philippines QBE Insurance Full time

    Company Overview:At QBE Insurance, we are committed to providing exceptional service to our customers while maintaining a strong focus on compliance and regulatory requirements. Our team is dedicated to ensuring the accuracy and integrity of financial data, and we are seeking a skilled Accounting Professional to join our ranks.Job Description:The primary...


  • Cebu City, Central Visayas, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time

    Join Our Team:We are a leading insurance broker committed to delivering exceptional customer service and innovative solutions. As a Junior Account Specialist, you will play a vital role in ensuring the success of our clients and our organization.Your Key Responsibilities:Coordinate with internal teams to meet client needs and expectations.Prepare for renewal...


  • Cebu City, Central Visayas, Philippines Sun Life Philippines Full time

    We are looking for dedicated and knowledgeable insurance agents to join our team. As an insurance agent, you will play a pivotal role in helping clients secure their financial future by providing them with tailored insurance and financial solutions. Your expertise will guide individuals through the complexities of insurance products to ensure they have the...

  • Insurance Agent

    3 weeks ago


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

    On-site - Cebu No Exp Required High/Senior High School Full-timeJob DescriptionEmployee Recognition and RewardsCommission, IncentivesDescriptionClient Acquisition: Identify and pursue new business opportunities through lead generation, networking, and referrals.Client Consultation: Meet with clients to explain various insurance policies and options, assess...


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

    Join AGILA FINANCIAL TEAM as a Financial Solutions Expert and take advantage of this exciting opportunity to build a successful career in the insurance industry. As an Insurance Agent, you will have the chance to work closely with clients to identify their insurance needs and develop personalized solutions that meet their unique...


  • Cebu City, Central Visayas, Philippines QBE Insurance Group Full time

    Job DescriptionAs a Strategic Financial Analyst at QBE Insurance Group, you will be responsible for analyzing financial data, identifying trends, and providing insights to senior management to inform business decisions.Key ResponsibilitiesAnalyze financial data to identify trends and areas for improvement.Develop and maintain financial models to support...


  • Cebu City, Central Visayas, Philippines Manulife Financial Full time

    About the OpportunityThe Financial Sales Associate plays a pivotal role in delivering life insurance solutions to our clients through Bank's channel. This dynamic individual will collaborate closely with branch sales and service teams, fostering long-term relationships and driving growth.


  • Cebu City, Central Visayas, Philippines CallTek Full time

    Insurance Compliance and BillingWe are seeking an Insurance Compliance Specialist to join our team at CallTek. As an Insurance Compliance Specialist, you will be responsible for ensuring compliance with insurance regulations and maintaining accurate records.The successful candidate will have a strong background in physical therapy and experience working with...


  • Cebu City, Central Visayas, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time

    Company Overview:Trinity Insurance and Reinsurance Brokers, Inc. is a leading insurance broker providing comprehensive products and services in General Insurance and Employee Benefits.We have been serving our clients for over three decades, transforming their lives through customized, personalized, and cost-effective solutions.The Role:We are seeking a...