Financial Solution Consultant

Job Summary:

✅ Responsible for overall delivery of sales performance and acquisition of new business
✅ Retention of quality business for the assigned branch and area
✅ Entails the implementation of strategic initiatives to build and maintain cordial business relationships with bank partners and to grow and retain a dedicated sales distribution model.

Key Accountabilities:

✅ Offering Traditional and Variable products to Security Bank clients
✅ Establishing a good relationship with Security Bank in able to produce lead generations

Skills & Experience Required:

✅ Minimum 1 year of solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales and the pharmaceutical industry specifically handling top client portfolios.
✅ A commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high net worth clients is an advantage.
✅ 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 a high degree of energy, motivation, and ability to set own goals/priorities.
✅ Highly effective oral, written, and interpersonal communication, presentation, and influencing skills.

Job Category: Insurance Operations
Job Type: Full Time
Job Location: Philippines

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