Financial Advisor

Financial Advisor at Start-Up Company in Metro Manila

We are a start-up company in Metro Manila established since 2017. We operate in small and informal teams. We offer good remuneration and flexible working location.

We are looking for great candidate who live in or near Manila and we offer opportunity to take CIS exam.

Responsibility:
Handle opening account for insurance in terms of:
- Managing financial accounts
- Coordinate with our partners financial institution in opening account, withdrawal, etc
- Create monthly reports
- Ensuring the company's operations run smoothly
- Handle Customer Service input from our users
- Assist in other administrative matters

Requirement:
· Hold license to sell life/general insurance in the Philippines
· Bachelor degree, preferably majoring in management / accounting / finance
· Perfect writing and speaking English
· Detail oriented
· Interested to handle the operations of financial companies
· Able to work alone without much supervision
· Eager and quick learning
· Able to operate MS words, MS Excel
· Responsible and take ownership of the work
· Able to work in team
· Live in Manila or nearby area

Please send us your CV and letter of interest.