Asia Select, Inc.

Financial Solutions Advisor/ Sales Associate

Responsibilities

  • Achieve the productivity targets (sales, policy count, persistency rating)
  • Establish and maintain relationship with bank partner and customer base.
  • Work with the company's staff to ensure they have an understanding of customer centric bancassurance solutions service and are able to identify and refer customers who they feel have a need for such an offering
  • Conduct financial planning and provide solutions for bank clients.  
  • Working with customers referred from the staff to understand their financial situation and recommending financial solutions that help the customers achieve their identified goals
  • Solicit new business, cross-sell and up-sell to the partner bank’s customer base.   
  • Manages the solution’s process flow from application to delivery, to after sales service and performs customer service and business conservation
  • Handles activity planning and reporting both to the sales team and to the bank partner.
  • Attends the regular meetings with sales team
  • Arranging meetings with existing clients, at least once a year, acknowledging birthdays and anniversaries etc., to review their financial circumstances and needs.
  • Obtaining referral to further prospects, where appropriate
  • Ensuring that any and all compliance requests from internal and external sources are understood and implemented
  • Being generally aware of financial markets in The Philippines, including products and competitors, and being able to use this knowledge to answer objections from customer and the staff

Requirements

  • Candidate must possess at least a Bachelor's/College Degree on any course.
  • Preferably Fresh / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
  • Required skill(s): Customer Service, Communication Skills, Sales.

Additional Information

  • Location: Quezon City, NCR.
  • Full Time position(s) are available.
  • Number of vacancies: 20.

Unlike other human capital resource companies, Asia Select stands unique as a “total” recruitment company. Here, the opportunity to cover all needs plus add Human Resources training and development, positions us as an integrated end-to-end company. 

Asia Select specializes in Finance & Accounting, Pharmaceutical & Healthcare, Sales & Marketing, Information Technology, BPO/Shared Services, Human Resources, Customer Service, Manufacturing, and Engineering. Aside from this, we also offers searches at the CEO and Director levels along with volume recruitment for more specific jobs at the line and managerial level.

Other Positions Available:
» Social Media / Content Marketing Associate
» Customer Service
» Multimedia Associate
» (Portuguese, Thai, Mandarin) Bilingual Customer Service Representatives
» Financial Advisor