
BANCASSURANCE SALES
15 hours ago
WE ARE LOOKING FOR AN INSURANCE AGENT / BANCASSURANCE / FINANCIAL ADVISOR FOR ONE OF THE TOP BANK - INSURANCE IN THE PHILIPPINES.
Type: Full time
We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The Financial Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, and providing guidance on investments, insurance, retirement planning, and other financial services. The ideal candidate will build long-term relationships and help clients make informed financial decisions to achieve their goals.
Key Responsibilities:
- Meet with clients to assess their financial situation, goals, and risk tolerance.
- Develop and recommend personalized financial plans and investment strategies.
- Provide advice on retirement planning, insurance, tax strategies, estate planning, and savings goals.
- Regularly review and adjust financial plans based on client progress and market changes.
- Maintain up-to-date knowledge of financial products, market trends, and regulations.
- Build and maintain strong client relationships through regular communication and follow-up.
- Ensure compliance with all industry regulations and company policies.
- Identify opportunities for new business and client referrals.
Salary: Depending on years of experience:
- Rice Subsidy
- Christmas Gift
- + Variable Pay
- Upon hiring, HMO with annual cover of 1M. + 2 qualified dependents.
- Leave credits: 15 SL, 15 VL, 1 Birthday Leave, 4 days emergency / bereavement leave.
-
Bancassurance Sales
18 hours ago
, Metro Manila, Philippines Buscojobs Full timeJob Opportunities in Bancassurance Sales (Philippines) Multiple postings for Bancassurance Sales roles across banks and life/financial services providers. Typical responsibilities include providing financial planning and advisory services, educating clients on insurance and investment solutions, building and maintaining client relationships, conducting needs...
-
Bancassurance Sales Executive
2 weeks ago
, Metro Manila, Philippines Buscojobs Full timeOverview Bancassurance Sales Executive positions in Manila (Makati, Taguig, Alabang, and surrounding areas) under BPI-AIA Life Assurance Corp. The postings describe roles responsible for offering product solutions to the financial needs of BPI customers, primarily through cross-selling and upselling BPI-Philam products and building strong bank-partner...
-
Start Asap! Bancassurance Sales Executive
2 weeks ago
, Metro Manila, Philippines Buscojobs Full timeBancassurance Sales Executive (Bse) - Makati Area Makati, National Capital Region BPI-AIA Life Assurance Corp. Posted today Job Description Position Objective : This position is responsible for offering product solutions to the financial needs of BPI customers. Roles and Responsibilities : Cross-sell and upsell BPI-Philam products to BPI customers Establish,...
-
Senior Bancassurance Sales Executive
2 weeks ago
, , Philippines AIA Hong Kong and Macau Full timeSenior Bancassurance Sales Executive page is loadedSenior Bancassurance Sales Executive Apply locations Philippines posted on Posted 30+ Days Ago job requisition id JR-43382At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better...
-
Mobile Bancassurance Sales Executive-
2 weeks ago
, Metro Manila, Philippines Buscojobs Full timeMobile Bancassurance Sales Executive Basic job... Job Description Responsibilities: Achieve maximum sales profitability by executing strategies to sell the company's products Assist walk-in clients Draft quotations and process client transactions Continuously build a referral and client database Collaborate with the Design Team and management to understand...
-
Bancassurance Sales Executive
17 hours ago
, Ilocos Norte, Philippines Buscojobs Full timeBancassurance Sales Executive jobs in Angeles Posted 1 day ago Solar Sales Executive The Sales Executive (Solar) is responsible for generating leads, promoting solar products and solutions, and closing sales to achieve business growth. This role requires a deep understanding of solar technology, energy savings, and customer needs to effectively present and...
-
Bancassurance Service Associate
15 hours ago
, Metro Manila, Philippines HRTX Full timeAbout the job Bancassurance Service Associate As a Sales Representative under the Bancassurance channel, you will be embedded within bank branches and responsible for offering tailored financial solutions to clients, promoting insurance and investment products. This role involves building strong relationships with bank staff and customers, understanding...
-
Bancassurance Sales Executive
1 week ago
, Metro Manila, Philippines Buscojobs Full timeOverview Join a Fortune 500 Company and Grow As a Life Insurance Agent With High Income Potential. Get The Support You Need to Build Your Life Insurance Agent Career With New York Life. Career Opportunities. Expert Training. Career Growth. Types: Insurance Agent, Sales, Field Manager. Locations include: Muntinlupa, Makati, Bacoor, Kawit, Las Piñas, Cainta,...
-
Bancassurance Financial Advisor
2 weeks ago
Metro Manila, Philippines TalentUS, Inc. Full timeWe’re Hiring: Bancassurance Financial Advisors Client: EastWest Ageas Insurance Location: National Capital Region (Assigned EastWest Bank Branches) Schedule: Full-Time | Dayshift | Weekends Off Work Setup: Onsite Why Join EastWest Ageas Insurance - Unlimited earning potential — commissions, incentives & bonuses - Fixed dayshift schedule — enjoy your...
-
Financial Advisor
15 hours ago
, Metro Manila, Philippines HRTX Full timeOverview We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients...