Financial Services Consultant

2 days ago


Quezon City, National Capital Region, Philippines J-K Network Services Full time

Company Overview

J-K Network Services is a leading insurance company with a history of 27 years in the financial holding industry. We specialize in life insurance and aim to be one of the top financial institutions in Asia.

Salary and Benefits

The Insurance Specialist role offers a competitive salary range of Php25,000 – Php30,000. In addition to the basic pay, employees are entitled to meal and transportation allowances, as well as government-mandated benefits such as HMO, sick leave credit, and vacation leave.

Job Responsibilities

  • To assess clients' financial situations, current coverage, and long-term goals to determine their needs.
  • To conduct meetings with clients to discuss their insurance needs and assist with the application process.
  • To regularly review policies to ensure they are still suitable for the client's needs.
  • To keep clients informed of any changes to their insurance policies.
  • To clearly explain insurance coverage options and make recommendations based on the client's needs.

Requirements

To be successful in this role, you should have:

  • A Bachelor's Degree holder.
  • At least 5 years of work experience in processing insurance, preferably in HMO or financial roles.
  • Experience working in the insurance industry or finance sector.
  • Excellent communication and interpersonal skills.

Recruitment Process

The recruitment process involves an initial interview, final interview, and job offer. Face-to-face interactions are preferred, and we encourage applicants to be amenable to on-site work arrangements.



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