Financial Specialist - Batangas City
Para lamang sa mga rehistradong miyembro Batangas City, Pilipinas
1 buwan ang nakalipas
* Ang saklaw ng suweldo na ito ay isang pagtatantya na ginawa ng beBee
Job summary
Delivering customized financial advice to clients, focusing on insurance and investment solutions, identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.
Qualifications
- Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
- At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
- Excellent communication, interpersonal, and customer service skills.
- Results-oriented and motivated by a passion for helping people with their financial well-being.
- Willing to be deployed to an assigned bank branch location.
- Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Responsibilities
- Develop strong working relationships with bank personnel to drive client referrals and generate leads.
- Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
- Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
- Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
- Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
- Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
- Achieve or surpass monthly sales goals and performance metrics.
- Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Paglalarawan ng trabaho
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