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Financial Advisor

4 weeks ago


Taguig, Philippines E-Solutions IT Services Full time

Overview

We are seeking dynamic and results-driven individuals to join our team. As a Financial Solutions Consultant, you will play a vital role in representing our company as an ambassador to clients of our partnered bank. You will work closely with bank partners to strengthen business relationships and promote a range of insurance products.

Responsibilities
  • Present and promote a variety of Traditional and Variable insurance products to bank clients.
  • Achieve sales targets and drive new business acquisition within assigned branches.
  • Build and maintain strong relationships with clients and bank partners to ensure business retention and growth.
  • Report to the assigned bank branch and provide regular updates to the Area Sales Head.
Qualifications
  • Bachelor\'s Degree, preferably in a business-related field.
  • Minimum of 2 years of sales experience (insurance sales experience is an advantage).
  • Open to candidates with equivalent qualifications or transferable sales skills.
  • Able to start within 15 days
  • A pleasing personality with excellent interpersonal, communication, and presentation skills.
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