Financial Solutions Consultant

4 days ago

Manila, National Capital Region, Philippines ESOL IT SERVICES INC. Full time ₱27,000 - ₱55,000 per year

JOB TITLE: Financial Solutions Consultant

Location: Various Locations in Metro Manila

Position Type: Full time

Work Set up:Onsite

Start Date:ASAP

Salary Package: 27k Package + Incentives (up to 55k)

Rewards and Summary of benefits:

  • Fixed monthly salary plus allowances, along with guaranteed bonuses up to 30k
  • Comprehensive HMO coverage and leave entitlement from day one.
  • Exciting incentives for local and international trips.
  • Entitled for 13th, 14th and 15th-month pay

  • Entitled for 15 VL and 15 SL

  • Paid Leaves

  • Group Life Insurance
  • Group Health Insurance
  • Solo Parent Leave
  • Birthday Leave
  • Bereavement Leave
  • Funeral Assistance
  • Mandatory Benefits

  • Retirement Program

  • Access to world-class learning and training opportunities.

Job Overview:

We are looking for proactive, customer-focused professionals to join our team as Financial Solutions Consultants. In this role, you will act as a key representative of our organization, working closely with our partner bank to deliver tailored financial solutions. You will serve as a trusted advisor to bank clients, helping them navigate and select from a suite of insurance offerings, while also fostering strong relationships with branch personnel to drive growth and client engagement.

Primary Responsibilities:

  • Educate and engage bank clients on a range of Traditional and Variable life insurance products tailored to their financial needs.
  • Consistently meet or exceed individual sales targets and contribute to the overall performance of assigned bank branches.
  • Develop and nurture long-term relationships with both clients and bank staff to ensure high levels of customer satisfaction, business retention, and portfolio expansion.
  • Maintain an active presence at your designated bank branch and provide timely updates and performance reports to your Area Sales Head.

Qualifications and Requirements:

  • Bachelor's degree, preferably in Business, Finance, Marketing, or a related discipline.
  • At least 2 years of sales experience, with a strong preference for candidates with a background in insurance or financial services.
  • Open to applicants with comparable experience and transferable sales skills from other industries.
  • Must be available to start within 15 days of the job offer.
  • Excellent communication, interpersonal, and presentation skills, coupled with a professional and approachable demeanor.

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