Financial Solutions Consultant

2 weeks ago


Manila Philippines Risewave Consulting, Inc. Full time

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



  • Philippines Risewave Consulting, Inc. Full time

    As a Financial Solutions Consultant, you will act as an ambassador of FWD 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...


  • Metro Manila / NCR, Philippines FWD Life Insurance Corporation Full time

    Job Summary: As a Financial Solutions Consultant, you will act as an ambassador of FWD 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...


  • Philippines, Manila Manulife Philippines Full time

    Company DescriptionManulife Philippines is a financial services partner dedicated to helping people achieve their goals and aspirations. We listen to our customers' needs and provide tailored solutions and services to help them make informed decisions and fulfill their financial goals. We are regulated by the Philippine Insurance Commission and authorized to...


  • Manila, Philippines Manulife Philippines Full time

    Company DescriptionManulife Philippines is a financial services partner dedicated to helping people achieve their goals and aspirations. We listen to our customers' needs and provide tailored solutions and services to help them make informed decisions and fulfill their financial goals. We are regulated by the Philippine Insurance Commission and authorized to...


  • Philippines, Manila Finastra Full time

    OverviewFinastra: Who are weAt Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We're one of the world's largest FinTech's working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and...

  • Financial Consultant

    3 weeks ago


    Manila, Philippines Risewave Consulting Inc. Full time

    Function: Bancassurance SalesAs 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...

  • Financial Consultant

    3 weeks 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...


  • Manila, Philippines Finastra Full time

    OverviewFinastra: Who are weAt Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We're one of the world's largest FinTech's working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and...

  • Financial Consultant

    3 weeks 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...


  • Philippines Integrated Computer Systems, Inc. Full time

    Responsibilities:Conducts product/solution presentation or demoExecutes Proof of Concept (POC) and provides Scope of Work (SOW) based on recommended solutionsWorks directly with the customers, account teams, and solution architects to help plan and design optimal solutionsWorks closely with various technical consultants and/or engineers to identify and...

  • Solutions Consultant

    3 weeks ago


    Manila, Philippines JumpCloud Full time

    All roles at JumpCloud are Remote unless otherwise specified in the Job Description.About JumpCloudJumpCloud® helps IT teams and Managed Service Providers (MSPs) Make Work Happen® by centralizing management of user identities and devices, enabling small and medium-sized enterprises to adopt Zero Trust security models. JumpCloud has been used by more than...


  • Quezon City, Manila, Philippines IBM Solutions Delivery Full time

    IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your...


  • Philippines RGP Full time

    RGP is a global consulting firm helping some of the most recognized companies in the world work differently. Our success comes from a shared belief in rolling up our sleeves and doing the hard work of solving complex challenges, executing plans and implementing technology to help transform organizations.Working as a consultant you will be connected to work...


  • Philippines WIZ.AI Full time

    About WizWe're pioneers in AI Conversational Solutions, transforming customer communication into personalized experiences and data-driven decisions. WIZ.AI empowers businesses to forge powerful customer connections across telephony, chat, messaging, and email using our AI solutions.Key ResponsibilitiesPhase 1Pre-sales: Engage in higher-level activities, such...


  • Philippines Optimus Executive Search Solutions, Inc. Full time

    Company DescriptionOptimus Executive Search Solutions, Inc. is an executive search organization based in Muntinlupa City. Our company specializes in the Fast Moving Consumer Goods (FMCG) and Pharmaceutical Industries and services human resource needs of companies from various industries such as Banking & Finance, Information Technology, Energy, Real Estate,...


  • Manila, National Capital Region, Philippines Sun Life Financial Inc. Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Manila, Philippines Sun Life Financial Inc. Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Quezon City, Manila, Philippines IBM Solutions Delivery Full time

    IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your...


  • Taguig, Philippines Atlantis Consulting Full time

    Job Title: Senior Business Consultant - FIXCompany: Multinational Investment Management SolutionsLocation: BGC, Taguig CityPosition Type: Full-timeHeadcount: 1Job BriefOur client, a global leader in integrated investment management solutions, boasts over decades of industry expertise and a diverse team of more than 2,500+ professionals worldwide is seeking a...


  • Manila, Quezon City, Philippines IBM Solutions Delivery Full time

    IntroductionIn this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world.​ Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption...