DIRECT SALES FINANCIAL ADVISOR - Metro Manila

JOB SUMMARY

1. Responsible in calling potential clients for appointment that came from Insular website, social media platform like Facebook, Twitter and orphaned policy holder.
2. Presenting the best solution which is custom fit to the client’s needs.
3. Responsible for the documentation once the client decided to avail the product solution. He/She also monitors the approval of the client’s application.
4. Assisting after sales concerns of existing policy holders.
5. Submitting monitoring reports to Direct Sales Area Manager.
6. Encoding updates/status of each client in LARA (Leads Archiving Assistant).
7. Doing sales activities and everything that the Direct Sales Unit implements to improve production.

#onlineinterview