Bpi: Bancassurance Sales Executive

Bpi Bancassurance Sales Executive Bse Manila

Posted today

Job Description

The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.

Position Responsibilities:

• The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
• Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
• Strengthen the long-term relationships with clients by providing excellent customer service
• Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.
• Prepares Monthly Sales Call Plans and Daily Sales Call Report to ensure that action plans, sales call results, client data, and other key information are properly recorded, reviewed and acted on. Regularly reviews and adjusts plans with the Area and Branch Manager. Conducts client calls, sales presentations, and other sales activities. Prepares other reports required by Management.
• Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.
• Maintains cordial working relations with clients by ensuring the timely and expeditious handling of clients' financial needs and requirements.
• Prepares and ensure availability of documentary requirements.
• Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
• Promotes & facilitates referrals of MCBL products and services to existing and prospective clients.
• Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client's risk profile.
• Ensures daily email communications are checked and attended to.
• Attends meetings, trainings, conferences and related learning activities as required by immediate head and/or management.
• Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.
• Ensure 100% completion of compliance trainings mandated by the company within deadline provided. Strict adherence to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements of the company. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.
• Conducts policy review to provide quality customer experience through updates and financial advice to clients to be able to upsell, resell, cross-sell, and/or generate leads. Policy reviews and after sales service is an important job deliverable and customer requirement that leads to more business from clients, referrals from engaged clients and more referrals from the Bank's Branch Managers and staff. It is an integral part of MCBL's commitment to the Bank's customers as well as MCBL's customers.
• Conducts post sales service to all clients and real-time escalation of complaints to concerned units.
• Facilitate collection via ADA, over-the-counter or cheque payments.
• Conduct regular leads planning with BM to be able to generate quality sales leads.
• Other relevant task/s that may be assigned from time to time.

Required Qualifications:

• Candidate must possess at least a Bachelor\'s/College Degree
• Work experience in bancassurance sales is highly preferred for this position but those with sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are also encouraged to apply.

Preferred Qualifications:

• Must be self-driven and highly motivated
• Personable, with good interpersonal and communication skills

When you join our team:

• We\'ll empower you to learn and grow the career you want.
• We\'ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we\'ll support you in shaping the future you want to see

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Working Arrangement

In Office

Posted today

Job Description

Responsibilities:

• Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
• Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
• Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.

Qualifications:

• Bachelor\'s Degree/College Graduate (applications from fresh graduates are accepted)
• Excellent interpersonal skills
• Willing to take IC government licensure exam
• Willing to learn and undergo training
• Flexible work schedule (can work as part time or full time)
• Company events
• Flextime
• Health insurance
• Life insurance
• Opportunities for promotion
• Work from home

Financial Tech Sales Specialist

Makati, National Capital Region Metacom

Posted today

Job Description

Kickstart your career in the FinTech industry by joining our pioneer sales team. As a Financial Tech Sales Specialist, you will help small and medium businesses maximize the use of QuickBooks software by assisting with installation, registration, and account maintenance. This role combines technical support with proactive sales, giving you the chance to showcase your expertise while building strong client relationships. With a competitive 30K basic salary and a 30K signing bonus, this is the perfect opportunity to grow in a high-demand industry.

Mandaluyong, National Capital Region ₱ - ₱ Y Michael Oliver De Asis Insurance Services Inc.

Posted today

Job Description

Build a Purposeful Career with Pru Life UK
At Pru Life UK, we believe in empowering individuals to secure their financial future while creating opportunities for personal and professional growth. Join us as an Insurance Agent and start a career that gives you flexibility, rewards, and a meaningful impact on people\'s lives.

Why Join Us?

• Work from Home – Enjoy the convenience of working anywhere.
• Flexible Schedule – Take control of your time and achieve work-life balance.
• Competitive Income – Part-time earning potential of ₱10,000–₱50,000 per month, with unlimited growth.
• Travel Incentives – Earn exclusive local and international trips.
• Comprehensive Benefits – HMO coverage and group insurance to secure your well-being.
• Continuous Training & Development – Access world-class programs to help you succeed.

What We\'re Looking For

• Education – Bachelor\'s degree in any field.
• Location – Must be based in Luzon.
• Experience – Fresh graduates are welcome; financial experience is an advantage but not required.
• Exclusivity – Applicants must not be affiliated with any MLM/networking company.

Your Role as a Financial Consultant

• Provide professional financial advice and create customized plans for clients.
• Assess financial needs and recommend suitable insurance and investment solutions.
• Build strong, long-term relationships with clients through trust and excellent service.
• Stay informed on industry updates, trends, and financial products to deliver the best guidance.

Why This Opportunity Matters

This is more than just a job — it\'s a career with purpose. As a Financial Consultant, you\'ll help families achieve financial security while building your own path toward growth, recognition, and success.

Apply today and start your journey with Pru Life UK.

Makati City, National Capital Region ₱ - ₱ Y Q2 HR Solutions Inc.

Posted today

Job Description

Purpose of this Role

• Builds client relationships
• Manages accounts, including receivables

Main Responsibilities

Conducts sales activities to achieve sales strategies and objectives:

New business account solicitation

• Repeat business account maintenance
• Monitors the performance of assigned accounts

2. Account Management

• Builds productive business relationships with brokers/clients through delivery of quality service
• Takes action and provides feedback on client concerns
• Represents GP in client meetings

3. Productivity

Converts prospects into clients by:

Conducting sales calls and basic presentations to prospective clients and intermediaries

• Preparing sales proposals and conducting follow-up meetings
• Provides efficient client services by working closely with Group Operations and other support units
• Prepares accurate and timely reports as required

4. Accounts Receivable Management

• Ensures timely tracking and collection of outstanding premiums and EOBs
• Conducts self according to established GP ethics and professionalism
• Complies with regulatory laws and regulations
• Adheres to GP policies and procedures
• Conforms with Generali Group Ethical Code
• Exercises stewardship and care of company resources

Other Duties

• Undertakes other tasks that may reasonably be expected of the role and may be necessary to achieve the Company\'s goals.

Makati City, National Capital Region ₱ - ₱ Y The Pinnacle Operating System Inc.

Posted today

Job Description

Qualifications:

• College graduate with 1 year Sales or Customer Service Experience
• amenable to work onsite and dayshift

Job Type: Full-time

• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Posted today

Job Description

WORK SETUP:
Onsite, Day Shift

WORK SCHEDULE:
M-F, 8 AM - 5 PM (subject for extensions depending on the urgency of requests and/or deadlines)

SALARY:
PHP 70, ,000

JOB SUMMARY:

Our client is looking for a dynamic and results-driven Travel Insurance Sales Manager to accelerate our travel insurance business in the Philippines. This role will focus on driving sales growth across multiple channels, with a strong emphasis on strategic partnerships (e-wallets, banks, airlines, travel agencies, and OTAs). The ideal candidate will have a proven track record in travel insurance sales, strong industry networks, and the ability to execute high-impact growth strategies.

KEY RESPONSIBILITIES:

• Develop and execute growth strategies to expand travel insurance sales across all channels (B2B, B2B2C, and direct-to-consumer).
• Identify, negotiate, and onboard key partnerships with e-wallets, banks, airlines, travel agencies, and other distribution partners.
• Drive revenue growth by optimizing existing partnerships and exploring new business opportunities. Work closely with marketing, product, and sales teams to design high-converting campaigns and promotions.
• Analyze market trends, competitor activities, and customer insights to refine strategies.
• Build and maintain strong relationships with key stakeholders (e wallet partners, banks, airlines, travel agencies, OTAs).
• Monitor KPIs (sales performance, conversion rates, partner ROI) and adjust tactics for maximum impact.
• Ensure compliance with local insurance regulations and partner requirements.

QUALIFICATIONS:

• 5+ years of experience in insurance sales, business development, or partnerships, preferably in travel insurance.
• Strong network in the Philippine insurance/financial services/travel industry (banks, e-wallets, airlines, OTAs).
• Proven ability to drive revenue growth through partnerships and multi-channel distribution.
• Data-driven mindset with experience in performance tracking and sales analytics.
• Excellent negotiation, communication, and relationship-building skills.
• Familiarity with digital insurance platforms and embedded insurance models is a definite plus.

DESIRED TRAITS:

• Entrepreneurial mindset – thrives in a fast-paced, target-driven environment.
• Strategic thinker with strong execution skills.
• Self-motivated, proactive, and able to work independently.

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Location

Makati City, National Capital Region ₱ Y Own Bank, Rural Bank of Cavite City, Inc.

Posted today

Job Description

The position is primarily responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures relation to sales, client servicing, and collections.

Job Description

• Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations.
• Receives calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, other branches and business units and acts on them appropriately and promptly.
• Prepares the required documentation such as renewal advice, quotation slip, proposal form, placement slip, and cover note.
• Reviews issued insurance policies prior to sending out to clients.

Qualifications

• Graduate of any 4 year degree course.
• At least 2-3 years experience in account management, preferably as an Account Officer
• Sales Officer in a non-life insurance or brokerage company, car dealership

Job Types: Full-time, Permanent

• Company Christmas gift
• Company events
• Free parking
• On-site parking

Experience:

• Insurance: 2 years (Preferred)

Posted today

Job Description

• Schedule: Monday to Friday, 9:30 AM to 6:30 PM
• Work Setup: Full-time, Onsite
• Salary: A highly competitive salary and compensation package is offered, depending on skills and experience.
• Benefits & Incentives: Unlimited Commission and Bonus

Role Overview

This is a full-time on-site role for a Sales Financial Consultant located in Manila, Philippines. The role will be responsible for searching for innovative ways to seek investors or clients to join our standard and advanced trading programs. You are guaranteed to advance your career in the financial investment sector along with equipped knowledge on indices, commodities, forex, and stock exchange investment.

Key Responsibilities

• Always finding innovative and value-added ways to seek for new clients
• Understand the core value of our online course
• Present and consult company\'s products, online courses and services to clients
• Promote purchasing and selling of investment products and our online courses
• Tracking and monitoring client\'s feedbacks and behaviors
• Analyzing market directions and long-term outlooks using various statistical and fundamental tools
• Able to work under pressure and in a fast-paced start-up environment
• Other tasks assigned by the manager

Requirements

• Driven to achieve financial freedom
• Strong desire to learn and thrive in the innovative investment industry
• Bachelor\'s degree in Finance or Business, or a strong educational background related to the investment field
• Good interpersonal and collaboration skills
• Proficiency in English, both written and spoken
• Good communication skills (sales skills are a plus)

Compensations and Benefits

• A highly competitive salary and compensation package is offered, depending on skills and experience
• Unlimited Commissions
• Educational Growth
• Additional incentives tied to performance and management decisions

Job Types: Full-time, Permanent

Ability to commute/relocate:

• Taguig: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Sales Financial Consultant: 2 years (Preferred)

Language:

Posted today

Job Description

Looking to glow up your career? You\'ve come to the right place

As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people\'s lives. What\'s more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just some of the exciting possibilities you can look forward to when you join our growing Bancassurance Sales Team.

Your role:

• Provide financial planning services to BDO clients through BDO Life\'s insurance products.

Your must-haves:

• A Bachelor\'s degree in any course
• At least one year experience in sales/marketing or customer service-related fields (hotel, food & beverage, BPO, airlines, telecommunications, etc.), is an advantage
• Ability to express your thoughts effectively and efficiently
• A deep sense of empathy towards others ("malasakit")
• Strong motivation to improve your family\'s lifestyle

You can look forward to:

• On-the-job training and development
• Learning programs in areas of financial planning, leadership, communication & presentation, customer service and so much more, to help you reach your full potential
• Unlimited variable pay (the harder you work, the more you are rewarded)
• Recognition, exclusive events, and gifts for your milestones

It\'s time for a glow up Click the inEasy Apply button to submit your resume or join any of our Career Day events to learn more. Follow BDO Unibank\'s LinkedIn page to stay updated on BDO Life Career Day events happening near you.

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