Financial Professional

4 days ago


Makati City, National Capital Region, Philippines Eastern Summit Life Insurance Agency, Inc. Full time

At Eastern Summit Life Insurance Agency, Inc., we are seeking a skilled Financial Consultant to join our team.

About the Role
  • We offer a competitive commission structure and performance-based incentives.
  • You will be at the forefront of shaping the financial future of our clients, building lasting relationships, and identifying financial needs.

Main Responsibilities:

  • Cultivate and maintain strong relationships with clients through personalized financial planning consultations.
  • Develop and execute a strategic sales plan to acquire new clients and expand existing accounts.
  • Achieve monthly and quarterly sales targets through proactive outreach and lead generation.
  • Work collaboratively with internal teams to deliver exceptional service and client satisfaction.
Requirements
  • Proven experience in sales, financial advising, or a related field.
  • Strong understanding of financial products, investment strategies, and wealth management.
  • Exceptional communication, interpersonal, and presentation skills.


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