Financial consultant

Job Description

1. Client Solutions: The Financial Sales Associate is responsible for delivering life insurance and wealth management solutions to clients of China Bank. This role involves close collaboration with branch sales and service teams to provide innovative product solutions that meet clients' protection, long-term savings, and investment needs.
2. Sales Support: Assist the Business Center in achieving its sales goals and targets. This includes lead generation, lead conversion, account acquisition, account maintenance, repeat business, and the deepening and cross-selling of MCBL products.

1. Strong Interpersonal Skills – ability to connect with clients, understand their needs, and provide tailored advice
2. Customer Service Orientation – provide positive experience beyond the sale
3. Excellent Communication – effectively explains insurance concepts and listening to client concerns
4. Problem Solving Ability – finding solutions to clients’ financial needs
5. Self-Motivated and Persistent – being proactive, consistent, and follows through clients’ need

• Relevant industry experience in the areas of Insurance, banking, marketing and sales, retail sales, pharma, hospitality, pre-need, and business center operations. Preferably with minimum of one year work experience in Sales.
• Sales Process/Sales Leadership, Customer Service, Market knowledge, Working knowledge of Marketing, Accounting, and Management concepts/processes
• Marketing, Negotiation, and Selling Skills; Excellent customer orientation Analysis and Problem solving, Communication skills; Decision-making; Planning and Organizational skills; Proficiency in basic MS Office programs; Interpersonal skills; Stress tolerance; Adaptive, Assertive, Goal-oriented, Influencing, Confident.

Work location

QUEZON CITY, NCR, SECOND DISTRICT

Remarks

No additional remarks

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