Financial & Insurance Advisor

Recruitify_HR • iloilo city, western visayas • Posted June 19, 2026

About the Role

A financial services company based in Iloilo City is seeking an experienced professional to assist clients in selecting suitable insurance policies tailored to their financial needs. The role requires a Bachelor’s degree in Finance or a related field, along with 1–3 years of experience in financial services or insurance. Responsibilities include evaluating clients' financial records, maintaining detailed records of interactions, and conducting market research. Strong analytical and interpersonal skills are essential for success.
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