On-site Financial Sales Associate in Antipolo

About the Role

Join our team as a Financial Sales Associate in Antipolo, where you will provide essential life insurance and wealth management solutions to clients. This role requires a strong commitment to customer service and sales, ensuring that clients receive tailored financial advice. You will collaborate closely with branch sales and service teams to enhance client relationships and achieve sales targets. If you are passionate about helping others secure their financial future, this position is for you.

Responsibilities

• Provide life insurance and wealth management solutions to clients effectively.
• Work closely with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term relationships with clients through regular follow-ups.
• Assist in achieving sales goals and targets through strategic planning.
• Prepare detailed sales call plans and reports to track progress.
• Generate new account relationships to expand the client base.
• Maintain cordial working relations with clients to foster loyalty.
• Conduct market and competitor analysis to inform sales strategies.
• Promote referrals of products and services to existing clients.
• Conduct Know-Your-Customer (KYC) procedures to ensure compliance.
• Facilitate the collection of payments to streamline operations.
• Plan leads generation initiatives in collaboration with the Branch Manager.

Requirements

• Bachelor’s or college degree is required for this role.
• Sales experience in a related field is preferred.
• Customer service experience to enhance client interactions.
• Strong interpersonal skills to build effective relationships.
• Excellent communication skills for clear client engagement.
• Self-driven and highly motivated to achieve sales targets.
• Experience in bancassurance sales is a plus.

Benefits

We offer a competitive salary package along with opportunities for professional growth. Enjoy a supportive work environment that values work-life balance. Our employees benefit from health maintenance organization (HMO) coverage and regular training sessions to enhance skills. Additionally, you will have the chance to participate in team-building activities and networking events to foster collaboration.

Apply now to become a part of our dynamic team in Antipolo and take the next step in your career!

• Bachelor’s or college degree is required for this role.
• Sales experience in a related field is preferred.
• Customer service experience to enhance client interactions.
• Strong interpersonal skills to build effective relationships.
• Excellent communication skills for clear client engagement.
• Self-driven and highly motivated to achieve sales targets.
• Experience in bancassurance sales is a plus.

• Provide life insurance and wealth management solutions to clients effectively.
• Work closely with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term relationships with clients through regular follow-ups.
• Assist in achieving sales goals and targets through strategic planning.
• Prepare detailed sales call plans and reports to track progress.
• Generate new account relationships to expand the client base.
• Maintain cordial working relations with clients to foster loyalty.
• Conduct market and competitor analysis to inform sales strategies.
• Promote referrals of products and services to existing clients.
• Conduct Know-Your-Customer (KYC) procedures to ensure compliance.
• Facilitate the collection of payments to streamline operations.
• Plan leads generation initiatives in collaboration with the Branch Manager.