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Financial Services Consultant (Bancassurance)

Job Category:

Finance

Job Level:

Entry Level

Open Date:

28-Oct-2019

Location:

TAGUIG CITY

Close date:

18-Nov-2019

Client Industry:

FINANCIAL SERVICES

Job Description and Qualification:

Job Summary:

  • Responsible for overall delivery of sales performance and acquisition of new business
  • Retention of quality business for the assigned branch and area
  • Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

 

Key Accountabilities:

  • Offering Traditional and Variable products to Bank clients
  • Establishing a good relationship with Security Bank in able to produce lead generations

 

Skills & Experience Required:

  • Minimum 1 year solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales and pharmaceutical industry specifically handling top clients portfolio.
  • A commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high net worth clients is an advantage.
  • Strong analytical and problem-solving skills as well as internal and external customer focus .
  • Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities..
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.

To be based in Makati/ BGC/ Ortigas/ QC/ Binondo/ Caloocan/ Pampanga/ Ilocos Norte/ Davao/ Danao/ Cebu

Salary:

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