Financial Security Specialist

3 weeks ago


BGC Taguig City, Philippines Team Ives - Virtual Insurance Advisor Full time

**Job Title:** Virtual Financial Advisor

About the Role:

We are seeking a highly skilled and experienced Virtual Financial Advisor to join our team at Team Ives. As a Virtual Financial Advisor, you will play a critical role in helping clients identify their insurance needs and providing personalized solutions to protect their financial security.

Key Responsibilities:

  • Identify clients' insurance needs and provide expert advice on suitable policies.
  • Sell insurance policies to individuals, families, and businesses.
  • Build long-term relationships with clients through excellent communication and customer service skills.
  • Work closely with clients to understand their unique circumstances and develop tailored insurance plans.

Requirements:

  • Bachelor's degree in a related field (e.g., finance, business, or insurance).
  • Minimum 2 years of experience in the insurance industry or a related field.
  • Strong knowledge of insurance products and services.
  • Excellent communication, sales, and interpersonal skills.
  • Able to work independently and as part of a team.

What We Offer:

  • Competitive estimated salary: $60,000 - $80,000 per year, depending on experience.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package.

About Us:

Team Ives is a leading provider of virtual insurance services. Our team is dedicated to delivering exceptional client experiences and building long-term relationships with our customers.



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