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FWD Insurance

Financial Advisor

FWD Insurance

Posted

2 weeks ago

Quezon City, National Capital Region, Philippines

Onsite

PHP 30K

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

FWD Insurance is seeking a Financial Advisor to assist clients with financial planning and insurance solutions. The role requires effective communication and sales skills, along with a good understanding of financial products. Candidates should possess some background in finance or sales, and the position is based in Quezon City, Philippines. As a full-time role, it offers an opportunity for growth in the financial services industry.

About Company

FWD Insurance is a progressive insurance provider focused on making insurance accessible and relevant to customers in Asia.

Core Requirements

  • Bachelor's degree in finance or related field
  • Strong communication skills
  • Sales experience
  • Understanding of financial products
  • Client relationship management skills

Responsibilities

  • Assist clients in financial planning
  • Provide insurance solutions
  • Develop client relationships
  • Identify client needs and goals
  • Conduct market research
  • Prepare financial reports
  • Stay updated on insurance regulations

Must Have skills

CommunicationSalesFinancial knowledgeClient managementAnalytical skills

Nice To Have Skills

NegotiationPresentation skillsNetworkingProblem-solvingTime management

Job Keywords

financial advisorinsurancesalesclient relationsfinance

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