Financial Consultant (Novaliches)

Responsibilities: Responsible for overall delivery of sales performance and acquisition of new business.Retention of quality business for the assigned branch and area.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 of FWD's Traditional and Variable products to Security Bank clients.Establishing a good relationship with Security Bank in order to produce lead generations.Skills & Experience Required: Residing within the area.Minimum 2-year solid sales experience, preferably from the insurance and pharmaceutical industry.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.
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