Insurance Adviser

1 week ago

Makati City, National Capital Region, Philippines PhilLife - Insurance Careers Full time

Job Summary:

An Insurance Adviser is responsible for assisting clients in managing their finances by offering financial advice, products, and services. The role typically involves analyzing financial data, understanding client needs, and recommending suitable financial solutions such as investments, insurance, savings plans, and loans.

Key Responsibilities:

Client Relationship Management:

·       Identify and reach out to potential clients.

·       Conduct meetings to understand client financial goals and needs.

·       Maintain long-term relationships with clients to ensure satisfaction and loyalty.

Financial Advising:

·       Provide advice on financial products and services tailored to client profiles.

·       Recommend strategies for investment, budgeting, savings, and debt reduction.

·       Stay updated with market trends, economic forecasts, and financial regulations.

Sales & Product Promotion:

·       Promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans.

·       Meet or exceed sales targets and KPIs.

Documentation & Compliance:

·       Prepare and process necessary documents related to financial products and services.

·       Ensure compliance with financial laws, regulations, and company policies.

Market & Risk Analysis:

·       Analyze financial statements, credit history, and market data to assess risks.

·       Suggest financial instruments that minimize risk and maximize return.

Requirements:

  • Working knowledge of insurance products.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build trust and maintain strong client relationships.
  • High level of integrity and professionalism.
  • Bachelor's degree in finance, business, or a related field (preferred).

Compensation and Benefits:

  • Highly competitive compensation base.
  • HMO and life insurance.
  • Professional development and training.
  • Flexible working hours and hybrid work setup.
  • Perks such as incentives and trips.

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