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Financial Solutions Consultant (Cebu)

Job Category:

Sales

Job Level:

Professional

Open Date:

22-Oct-2019

Location:

CEBU CITY (Capital)

Close date:

31-Dec-2019

Client Industry:

INSURANCE

Job Description and Qualification:

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

We are in need of 3 Financial Solutions Consultants (2 for Cebu City and 1 for Danao City, Cebu)

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

Skills & Experience Required:

  • Minimum of 1 year 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

Salary:

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