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Financial Solution Consultant (Cebu)

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CEBU CITY (Capital)

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Job Description and Qualification:

Get started on a job your future self will thank you for!

We are in need of Financial Solutions Consultants for Cebu, Davao and CDO. Target start date is on May 3.

  • College graduate (Diploma should be available)
  • Must be a Licensed Financial Advisor (NOTE: Only those with license will be processed)
  • Minimum of 2 years solid experience 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, Investments, 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 service
  • 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

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 of Traditional and Variable products to bank clients
  • Establishing a good relationship with bank in able to produce lead generations