ZMG Ward Howell

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.

ZMG Ward Howell is an executive search firm in Southeast Asia with almost 30 years of solid experience in local and international searches for senior and mid-level executives in various industries.

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