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Career in Insurance Sales

1 week ago

Mandaluyong City, National Capital Region, Philippines Investing Right Insurance Agency Full time

As a key member of our team at Investing Right Insurance Agency, you will have the opportunity to work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.

About the Role

This position involves working closely with clients to identify their financial objectives and create tailored plans to meet their needs.

The ideal candidate will possess excellent communication skills and be able to build trust with clients through transparent and professional advice.

Key Responsibilities
  • Conduct thorough consultations with clients to identify their financial objectives and create tailored plans to meet their needs.
  • Stay up-to-date with market trends and product offerings to provide clients with informed recommendations.
  • Maintain accurate records of client interactions and progress towards their financial goals.
Qualifications
  • Bachelor's degree in a relevant field (e.g., finance, business, economics).
  • Proven experience in financial planning or a related field.
  • Excellent communication and interpersonal skills.
  • Able to work independently and collaboratively as part of a team.

Possess a strong understanding of financial concepts and regulations, with the ability to apply this knowledge to real-world scenarios.