Financial Services Specialist

2 weeks ago


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

Company Overview

NO.1 INSURANCE COMPANY is a leading provider of insurance solutions in Cebu, Central Visayas, Philippines.

Job Description

We 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 their financial objectives.
  • Support investment professionals in cultivating client relationships and developing tailored investment strategies.
  • Prepare comprehensive financial plans, ensuring accuracy and completeness of information.


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