Senior Insurance Professional

2 weeks ago


Taguig, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full time
About Team Ives

We are a dynamic team of virtual insurance advisors dedicated to providing top-notch services to our clients. As a member of our team, you will have the opportunity to work in a collaborative and supportive environment with flexible working arrangements.

Job Summary

We are seeking a highly motivated and ambitious individual to join our team as a financial consultant. This role involves assisting clients in managing their finances and making informed decisions about their investments. If you have a strong passion for finance and excellent communication skills, we would love to hear from you.

Key Responsibilities
  • Assist clients in creating personalized financial plans tailored to their needs and goals
  • Analyze market trends and make recommendations on investment opportunities
  • Maintain accurate records of client interactions and updates
Requirements
  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 4 years of experience in the financial industry
  • Strong analytical and problem-solving skills
What We Offer
  • A competitive salary of PHP 30,000 - 50,000 per month
  • The opportunity to work with a dynamic and growing company
  • Ongoing training and development opportunities


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