FinanSials

FinanSials

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SIA is an organization based in Legazpi City. We are looking for driven individuals who aspire to he

01/03/2021

The Financial Advisor is responsible for the digital or face-to-face selling and the servicing of Life Insurance products such as Health, Disability, Traditional and Variable Universal Life Insurance.They advise customers on insurance policies that best suit their needs and provide service to clients’ changing insurance needs by utilizing their knowledge in financial planning.

Sales Action
- Create and implement effective sales strategy
- Achieve sustainable business operations through an expanded, productive agency force
- Analyze clients’ needs and recommend custom fit solutions
- Carry out continuous lead generation
- Responsible for developing and monitoring team performance
- Provide continuous service to the customer

Recruitment Management
- Ensure manpower growth of his/her own team to generate more sales
- Build long-lasting team camaraderie (Conducts team meeting as necessary)
- Ensure Financial Advisors are equipped with the skills and knowledge of the business (Sales Process, Products, Systems, etc.)
- Ability to run recruitment events

Personal Development
- Must be willing to undergo and complete training programs
- Get licensed under Insurance Commission
- Open to changes

Job Type
- Part Time
- Full Time

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Ground Floor, SMC Building, Landco Business Park, Circumferential Road
Legazpi
4500

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