- Responsible for overall delivery of sales performance and acquisition of new business
- Retention of quality business for the assigned branch and area
- Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.
- 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
- Bachelor's degree
- Willing to be deployed within Cebu City
- Nice to have sales experience preferably from insurance, banking, real estate 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 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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Financial Advisor - Cebu - FWD Insurance
Paglalarawan
Job Summary:
Key Accountabilities:
Skills & Experience Required:
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Financial Advisor
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Financial Advisor
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Agency leaders and Financial Advisors
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Bancassurance Sales(Financial Advisor) for Cebu City
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Head of Unit
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Bancassurance Sales Advisor
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manager, tax
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Insurance Agent
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Director of Corporate Services
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Wealth Relationship Manager
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AU Senior Accountant
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Branch Operations Officer
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Branch Operations Officer
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Senior Bookkeeper
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