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Financial Advisor

Financial Advisor

WHR Global ConsultingLegazpi Village, Makati City, National Capital Region, PH
20 days ago
Job description

POSITION TITLE : Sales Executive - Group and Individual Insurance

WORK LOCATION : Legaspi Village, Makati City

WORK SETUP : Onsite

WORK SCHEDULE : Day Shift

QUALIFICATIONS

  • Bachelor’s degree in Economics, Business Management, Marketing, or related fields
  • At least 1 year experience in Life Insurance and Sales
  • Good written and oral communication and negotiation skills
  • Willingness to work in Makati City and travel anywhere in the Philippines as needed
  • Proficient with MS Applications
  • LOMA courses preferred but not required

JOB SUMMARY / DESCRIPTION

  • Support sales and recruitment of individual insurance products aligned with the company’s goal to increase revenues and profitability
  • RESPONSIBILITIES / DUTIES

  • Promote and sell group and individual life insurance products
  • Assist in recruiting new agents and sales personnel
  • Develop and maintain client relationships to meet sales targets
  • Coordinate with internal teams to ensure smooth client onboarding and service
  • Travel as necessary to meet with clients and prospects across the Philippines
  • Maintain knowledge of insurance products and market trends to effectively sell and advise clients
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    Financial Advisor • Legazpi Village, Makati City, National Capital Region, PH

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