Financial Strategist

2 weeks ago

Manila, National Capital Region, Philippines beBeeStrategist Full time ₱1,800,000 - ₱3,000,000
Job Overview:

The role of a Financial Strategist involves establishing and nurturing relationships with key banking partners in a designated area.

Key Responsibilities:

  • Act as the primary sales and marketing representative for the assigned area
  • Ensure regional and branch targets are consistently met
  • Deliver effective client presentations and secure business deals on behalf of the company
  • Provide exceptional after-sales support to existing clients
  • Monitor and assist team members in achieving sales goals and engaging with customers at the branch level

Requirements:

  • Bachelor's/College Degree is required for this position
  • Previous experience in bancassurance sales is highly desirable
  • Candidates should possess strong self-motivation, excellent interpersonal, and communication skills

Benefits include opportunities for professional growth and development in a dynamic industry environment.

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