Financial Consultant

E-Solutions IT Services

£268-334[Monthly]
On-site - Pasig1-3 Yrs ExpBachelorContract
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Job Description

Description

We are looking for proactive, customer-focused professionals to join our team as Financial Solutions Consultants. In this role, you will act as a key representative of our organization, working closely with our partner bank to deliver tailored financial solutions. You will serve as a trusted advisor to bank clients, helping them navigate and select from a suite of insurance offerings, while also fostering strong relationships with branch personnel to drive growth and client engagement.

Primary Responsibilities:

  • Educate and engage bank clients on a range of Traditional and Variable life insurance products tailored to their financial needs.
  • Consistently meet or exceed individual sales targets and contribute to the overall performance of assigned bank branches.
  • Develop and nurture long-term relationships with both clients and bank staff to ensure high levels of customer satisfaction, business retention, and portfolio expansion.
  • Maintain an active presence at your designated bank branch and provide timely updates and performance reports to your Area Sales Head.

Requirements

  • Bachelor’s degree, preferably in Business, Finance, Marketing, or a related discipline.
  • At least 2 years of sales experience, with a strong preference for candidates with a background in insurance or financial services.
  • Open to applicants with comparable experience and transferable sales skills from other industries.
  • Must be available to start within 15 days of job offer.
  • Excellent communication, interpersonal, and presentation skills, coupled with a professional and approachable demeanor. 


Consultative SalesInsuranceBancassurancefinancial servicesportfolio expansion
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Kaye Ann Seth Basco

Senior RecruiterE-Solutions IT Services

Active within three days

Working Location

Ortigas Center. Ortigas Center, Pasig, Metro Manila, Philippines

Posted on 16 May 2025

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