Financial Solution Consultant (Cebu)
Job Category:
Sales
Job Level:
Professional
Open Date:
08-Apr-2021
Location:
CEBU CITY (Capital)
Close date:
31-May-2021
Client Industry:
INSURANCE
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
Salary:
0.00