Location
makati, national capital region, Philippines
Posted
July 28, 2026
Job Description
JOB REQUIREMENTS:
Bachelor’s Degree holder
With 3 years of work experience in Insurance such as HMO and Financial or any related role.
With work experience in Insurance Company or Finance Industry is a plus
Amenable to attend face to face interview
Amenable to work on site
JOB RESPONSIBILITIES:
To assess clients' financial situations, current coverage, and long-term goals to determine their needs
To conduct a meeting clients to discuss their insurance needs and assist with the application process.
To regularly reviewing policies to ensure they are still appropriate 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
Bachelor’s Degree holder
With 3 years of work experience in Insurance such as HMO and Financial or any related role.
With work experience in Insurance Company or Finance Industry is a plus
Amenable to attend face to face interview
Amenable to work on site
JOB RESPONSIBILITIES:
To assess clients' financial situations, current coverage, and long-term goals to determine their needs
To conduct a meeting clients to discuss their insurance needs and assist with the application process.
To regularly reviewing policies to ensure they are still appropriate 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