Financial & Insurance Associate. Salary upto 35K.

On-site - Pasig 3-5 Yrs Exp High/Senior High School Full-time

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Annual Company Trip, Free Meals, Sleeping Quarters

Description

• Assist clients with financial planning and insurance solutions.
• Analyze client financial situations and recommend suitable products.
• Provide customer service support and resolve client inquiries effectively.
• Collaborate with financial advisors to enhance service offerings.
• Maintain detailed records of client interactions and transactions.

Requirements

• Educational Qualifications: High School Diploma or equivalent.
• Experience Level: 3-5 years.
• Skills and Competencies: Strong com...