Financial Consultant

1 month ago


Manila, Philippines Risewave Consulting Inc. Full time
Function: Bancassurance Sales

As a Financial Solutions Consultant, you will act as an ambassador of the company to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model. You will have a dedicated bank branch assignment and will be reporting to the respective company Area Sales Head.

Key Accountabilities:

Offers Traditional and Variable products to clients of the partnered bank.
Responsible for overall delivery of sales performance and acquisition of new business.
Retention of quality business for the assigned branch and area.

Skills & Experience Required:

At least Bachelor’s Degree graduate but preferably business course related.
Minimum 1-year solid sales and account management experience in financial services is an advantage. Career shifters are welcome.
Has 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.
Trustworthy, reliable and business savvy.
Can work onsite

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