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Financial Services Representative

2 weeks ago

Davao City, Davao, Philippines Your North Sirius Forces Unit Full time
Role Summary

Your North Sirius Forces Unit is seeking a Financial Services Representative to join our team.

About the Role

The successful candidate will be responsible for selling insurance policies, focusing on Risk Management. This role requires strong sales and marketing skills, as well as excellent communication and negotiation abilities.

Key Responsibilities
  • Sales and Marketing: Generate leads, close deals, and build relationships with clients.
  • Policy Explanation: Explain policies, answer questions, and negotiate terms with clients.
Requirements
  • Education: A high school diploma is the minimum requirement, though a college degree in business, finance, or a related field may be preferred by some employers.
  • Licensing: Insurance agents must be licensed by the state in which they work. Licensing requirements generally include passing a state exam and completing pre-licensing courses for specific types of insurance (e.g., life, health, property).
  • Sales Skills: Strong sales abilities are crucial, including the ability to generate leads, close deals, and build relationships with clients.
  • Communication Skills: Excellent verbal and written communication skills are necessary for explaining policies, answering questions, and negotiating terms with clients.

This role involves working with various types of insurance, including Disability, Health, and Life Insurance. The ideal candidate will possess strong interpersonal skills, the ability to work under pressure, and excellent problem-solving skills.