Financial Consultant

E-Solutions IT Services

₺17.2-34.5K[Aylık]
Tesis içi - Cebu1-3 Yıl TecrübeÜniversite mezunuTam zamanlı
Paylaşmak

İş tanımı

Avantajlar

  • Çalışan Takdiri ve Ödüllendirme

    Hisse Teşvik Planı, Komisyon, Performans bonusu, Teşvikler

  • Devletin Zorunlu Sağladığı Faydalar

    13. Ay Ödemesi, Pag-Ibig Fonu, Philhealth, SSS/GSIS

  • Sigorta Sağlık ve Wellness

    HMO

Açıklama

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

Primary Responsibilities:

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

Gereklilik

Qualifications & Requirements

  • Education: Bachelor’s degree, preferably in Business, Finance, Marketing, or a related field.
  • Experience: At least 2 years in sales; insurance or financial services experience is a plus.
  • Skills: Strong communication, interpersonal, and presentation abilities.
  • Availability: Must be ready to start within 15 days of the job offer.

Rewards & Benefits

  • Compensation: Fixed monthly salary plus allowances and guaranteed bonuses up to ₱30,000.
  • Healthcare: Comprehensive HMO coverage and leave entitlements from day one.
  • Incentives: Exciting local and international trip incentives.
  • Additional Benefits: Entitlement to 13th, 14th, and 15th-month pay; 15 vacation leaves and 15 sick leaves annually; group life and health insurance; solo parent leave; birthday leave; and marriage leave.
Danışmanlık SatışıVadeli İşlem SatışıAğ Becerileriİnsan odaklı
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Toty Ross Peregrino

HR OfficerE-Solutions IT Services

Üç gün içinde aktif

Çalışma konumu

Cebu Business Park. 20 Luzon Ave, Cebu City, 6000 Cebu, Philippines

Yayınlandı 02 June 2025

Rapor

Bossjob Güvenlik Hatırlatması

Eğer pozisyon yurt dışında çalışmanızı gerektiriyorsa lütfen dikkatli olun ve dolandırıcılığa karşı dikkatli olun.

İş arayışınız sırasında aşağıdaki davranışlara sahip bir işverenle karşılaşırsanız, lütfen hemen bildirin

  • kimliğinizi saklıyor,
  • bir garanti vermenizi veya mülkünüzü tahsil etmenizi gerektiriyorsa,
  • sizi yatırım yapmaya veya fon toplamaya zorluyorsa,
  • Yasadışı menfaatler topluyor,
  • veya diğer yasa dışı durumlar.