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Senior Financial Consultant

1 week ago

Manila, National Capital Region, Philippines Quess (Philippines) Corp Full time

As a Senior Financial Consultant with Quess (Philippines) Corp, you will play a vital role in finding new clients and offering them other products from our financial portfolio. In addition to providing exceptional customer service, you will be responsible for handling the reporting, planning, and administration of the plans purchased by our clients.

Key Responsibilities
  • Establish and maintain strong relationships with our bank partners to drive business growth.
  • Serve as the sales and marketing officer for assigned areas, ensuring effective communication and brand representation.
  • Monitor and achieve targets for the entire region and specific partner branches, fostering a culture of excellence and accountability.
  • Craft compelling client presentations and close deals to secure new business opportunities.
  • Deliver excellent after-sales servicing to existing clients, addressing their needs and concerns promptly.
  • Mentor and support team members on branch engagement and sales goal attainment, promoting a collaborative and results-driven environment.
Minimum Requirements
  • College graduate with at least 6 months of experience in a similar role within the financial services industry.
  • Possess active Traditional and VUL licenses.
  • Able to work on-site as required.
  • Competitive compensation package, including salary and benefits.
Available Locations
  • Makati - Rufino
  • Legazpi - LTC
  • Cebu Business Center
  • P. Wealth – Binondo
  • P. Wealth – Bacolod / Iloilo
  • P. Wealth – Greenhills / Q. Ave
  • P. Wealth – San Fernando
  • P. Wealth - Alabang