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Financial Services Consultant - Bancasurrance Agent

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Client Overview:

Company Overview

Our client launched its commercial operations in September 2014. As of end-2019, its fifth full year of operations, Our client continues to outpace life insurance industry growth as a Top 8 insurer, based on New Business Annual Premium Equivalent. They also remains as one of the Top 3 insurers in terms of Paid-Up Capital.

Our client is focused on creating fresh customer experiences, with easy-to-understand products, supported by digital technology. Through this customer-led approach, they aims to become a leading pan-Asian insurer that changes the way people feel about insurance.

Client Industry:


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 to grow and retain dedicated sales distribution model

Skills & Experience Required:

  • Minimum of 2 years od solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, 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. 
Location: Caloocan, BGC Taguig, Ortigas, Davao City, Metro Manila,