Financial Sales Executive or Bancassurance Sales Executive, Manila
Financial Sales Executive or Bancassurance Sales Executive, Manila
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Manila, Philippines -
Posted: less than a month ago
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Description
Daily Sales Activities
- Carry out continuous lead generation activities
- Set appointments, whether over the phone or face-to-face
- Conduct financial needs analysis and recommend customized solutions
- Prepare documents of customers and submit applications
- Strengthen customer relationship through after sales servicing
- Build a long-term relationship with the bank partner
- Engage the bank partner to be active referrers
- Promote reciprocity by referring customers to the bank for a loan or savings/checking account
- Inform and update branch of daily activities, branch performance, and status of referrals
- Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
- Attend advance training offerings and designation programs
- Get accredited to run customer events, whether in-branch or offsite
Highlights
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Company nameQ2 HR Solutions Inc. -
Job positionFinancial Sales Executive or Bancassurance Sales Executive
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