Financial Solutions Specialist

2 days ago


San Fernando, Central Luzon, Philippines Comrise Full time ₱324,000 - ₱360,000 per year

Job Summary:

As a Financial Advisor, you will act as an ambassador to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.

Key Accountabilities:

  • Offering of Traditional and Variable products to clients of the partnered bank.
  • Responsible for overall delivery of sales performance and acquisition of new business
  • Retention of quality business for the assigned branch and area.

Qualifications:

  • At least Bachelor's Degree graduate but preferably business course related.
  • Minimum 1 year solid sales and account management experience in financial services.
  • Has strong analytical and problem-solving skills as well as internal and external customer focus .
  • Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.

Job Type: Full-time

Pay: Php27, Php30,000.00 per month

Work Location: In person



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