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Financial Sales Associate
On-site · Cebu City, Central Visayas, Philippines
Job Summary
The Financial Sales Associate provides life insurance and wealth management solutions to bank clients, collaborating with branch and sales/service teams to address clients’ protection, long-term savings, and investment needs. Responsibilities include generating leads, conducting client calls and sales presentations, preparing plans and reports, maintaining client relationships, performing KYC/CDD/EDD procedures, ensuring compliance and timely communications, and supporting upsell/cross-sell opportunities among MCBL products.
Required Qualifications
- Bachelor’s/College Degree
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