Sales Consultant, Makati

As a Sales Financial Advisor, you will be at the forefront of shaping the financial future of our clients. You will build lasting relationships, identify financial needs, and offer tailored investment, retirement, insurance, and wealth-building solutions. Your expertise in financial products and services will allow you to drive sales and exceed performance targets.

• Cultivate and maintain strong relationships with clients through personalized financial planning consultations.
• Understand client needs and provide customized solutions in investments, insurance, retirement planning, and more.
• Develop and execute a strategic sales plan to acquire new clients and expand existing accounts.
• Provide expert guidance on financial strategies to help clients achieve their financial goals.
• Achieve monthly and quarterly sales targets through proactive outreach and lead generation.
• Work collaboratively with internal teams to deliver exceptional service and client satisfaction.