INSURANCE ADVISER

Salary not specified

CITY OF BALANGA (CAPITAL), BATAAN
VOCATIONAL UNDERGRADUATE
Part-time

Job Description

Responsibilities

  • Insurance Adviser or Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Qualifications/Requirements

Qualifications/requirements not specified

Work location

CITY OF BALANGA (CAPITAL), BATAAN

Remarks

No additional remarks

About the company

AXA Philippines is one of the largest and fastest growing insurance companies in the country, offering financial security to close to 2 million individuals through its group and individual life insurance as well as general insurance products.

Industry

ACTIVITIES OF PRIVATE HOUSEHOLDS AS EMPLOYERS AND UNDIFFENTIATED PRODUCTION ACTIVITIES OF PRIVATE

Employment size

100 - 199 (Medium)

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