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Financial Services Consultant

Job Category:

Insurance

Job Level:

Skilled

Open Date:

31-Mar-2020

Location:

CITY OF MANILA

Close date:

15-Jun-2020

Client Overview:

Insurance firm

Client Industry:

INSURANCE

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 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 .
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.

To be based in Makati/ Para├▒aque/ Sta. Rosa, Laguna/ Davao/ CDO/ Cebu

Salary:

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