Financial Services Consultant

6 days ago


Pasay, National Capital Region, Philippines Sun Life Financial (Quebracho NBO) Full time

Sun Life Financial (Quebracho NBO) seeks a highly motivated and results-driven Business Sales Development Associate to join our team.

Job Description

The ideal candidate will play a pivotal role in delivering expert financial advice and solutions, focusing heavily on sales activities and consultations. This position involves guiding individuals towards achieving their financial goals while driving business growth through strategic client engagement.

Key Responsibilities
  1. Prospect and generate leads through referrals, networking, and outreach.
  2. Conduct client meetings to assess financial needs, goals, and risk tolerance.
  3. Present and recommend appropriate financial products and services.
  4. Utilize effective sales techniques to convert prospects into clients and meet sales targets.
  5. Collaborate with team members to develop innovative sales strategies.
  6. Expand the client base through relationship-building and proactive sales efforts.
  7. Manage the sales pipeline using CRM tools.
  8. Stay informed about market trends, product offerings, and competitor activities.
Required Skills and Qualifications
  • Previous experience in sales, banking, or insurance is advantageous.
  • Proven track record of successful sales and client management is a plus.
  • Experience in financial analysis and risk assessment is beneficial.
Benefits

This role offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

Others

Sun Life Financial (Quebracho NBO) is an equal opportunity employer committed to diversity and inclusion.



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