Financial Officer

BJP Property Management Service

RM1.5-2.6K[Bulanan]
Di lokasi - Cebu5 - 10 Tahun PengalamanSarjana MudaSepenuh-masa
Kongsi

Keterangan Kerja

Manfaat

  • Pengiktirafan dan Ganjaran Pekerja

    Komisyen, Bonus Prestasi, Insentif

  • Insurans Kesihatan & Kesejahteraan

    Insurans Penglihatan, HMO

  • Faedah Tambahan

    Ruang Kerja Terbuka, Subsidi Latihan

  • Keseimbangan Kerja-Kehidupan

    Waktu Fleksibel, Pengurus Khidmat Pelancongan, Bekerja dari rumah

Baca Lebih Lanjut

Penerangan

  • Assists Clients With Filing Insurance Claims
  • Explain Financial Information To Customers
  • Thoroughly Researching And Analysing Insurance Policies
  • Assists Clients With Filing Insurance Claims
  • Develop Marketing Plans Or Strategies
  • Building And Maintaining Clientele
  • Prospecting for new Clients
  • Fulfill All Policy Requirements
  • Processes Insurance Policy Renewals
  • Studying The Risk Profile Of Clients


Provide financial guidance and insurance products to clients, while also ensuring compliance and maintaining accurate records. 


Core Responsibilities:

  • Financial Planning & Advice: Meeting with clients to understand their financial goals, assessing risk tolerance, and developing personalized financial plans. 
  • Insurance Sales: Presenting various insurance products and services to potential and existing clients, helping them choose coverage that meets their needs. 
  • Risk Management: Evaluating client risk profiles and recommending appropriate insurance solutions for risk mitigation. 
  • Compliance: Ensuring adherence to all relevant insurance and financial regulations. 
  • Client Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and referrals. 
  • Record Keeping: Maintaining accurate records of client information, policies, and transactions. 
  • Policy Processing: Assisting clients with policy applications, renewals, and adjustments. 
  • Claims Assistance: Providing support to clients during the claims process. 
  • Business Development: Developing strategies to attract new clients and increase sales. 
  • Reporting: Preparing reports on sales performance, client acquisition, and other relevant metrics. 


Essential Skills:

  • Strong Communication Skills:
  • Ability to clearly explain complex financial concepts and insurance products. 
  • Analytical Skills:
  • Ability to assess financial situations, evaluate risks, and make sound recommendations. 
  • Sales and Persuasion Skills:
  • Ability to effectively market insurance products and build trust with clients. 
  • Customer Service Skills:
  • Ability to handle client inquiries, resolve issues, and provide excellent service. 
  • Technical Skills:
  • Familiarity with insurance products, financial planning software, and industry regulations. 


Key Considerations:

  • Insurance Licensing: Obtaining the necessary licenses to sell insurance products in the relevant jurisdiction is a prerequisite for this role. 
  • Continuing Education: Staying up-to-date with industry trends and regulations through ongoing education is essential for success. 


Syarat-syarat

  • 5- 10 years of experience
  • Bachelor's degree required
Literasi KewanganPengurusan Kekayaan dan AsetKemahiran BerkomunikasiKemahiran InterpersonalTumpuan Terhadap Ketelitian
Preview

Bon Padernal

Unit Head AssociateBJP Property Management Service

Balas Hari Ini 5 Kali

Tempat Bertugas

Cebu, Philippines

Disiarkan pada 10 May 2025

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