Wealth Consultant
13 hours ago
Primary Responsibilities:
- Educate and engage bank clients on a wide 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.
- Build and maintain strong, long-term relationships with clients and bank staff to ensure high customer satisfaction, business retention, and portfolio growth.
- Maintain regular visibility 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 any related field.
- At least 2 years of sales experience is preferred, ideally within insurance or financial services—but fresh graduates with strong potential and interest in sales are highly encouraged to apply.
- Open to applicants with transferable sales experience from other industries.
- Must be available to start within 15 days upon receiving the job offer.
- Excellent communication, interpersonal, and presentation skills, paired with a professional and approachable demeanor.
Available Locations (Multiple Slots Available):
- Juan Luna – 1
- Karuhatan, Valenzuela – 1
- Acropolis, Quezon City – 1
- Nuvo City, Quezon City – 1
- Congressional Extension – 1
- Project 6 – 1
- Taft Area – 3
- Regalado, Fairview – 1
- Alabang – 1
- Pasay Aseana – 1
- Ortigas – 1
- Makati – 2
- BGC – 1
- BGC Panorama – 1
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