
Financial Solutions Specialist
1 day ago
As a Financial Solutions Specialist 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 their financial goals, and delivering excellent service while achieving sales targets. Key Responsibilities: Actively promote and sell life insurance and investment products to bank customers. Build and maintain relationships with bank staff to generate referrals and leads. Conduct financial needs analysis to recommend suitable financial solutions. Provide after-sales service and ensure customer satisfaction and retention. Attend regular training sessions and product briefings to stay updated. Prepare and submit sales reports and forecasts to management. Ensure compliance with regulatory guidelines and company policies. Qualifications: Bachelors degree in Business, Finance, Marketing, or related field. Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience) Excellent communication, negotiation, and interpersonal skills. Highly motivated, results-oriented, and customer-focused. Ability to work independently and as part of a team. Must be willing to be assigned in designated bank branches. What We Offer: Competitive compensation package with commission and performance incentives. Training and career development programs. Access to a broad client base through bank partners. Health and wellness benefits. Opportunity for career growth in one of the fastest-growing financial sectors. #J-18808-Ljbffr
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Financial Solutions Specialist
1 week ago
, Metro Manila, Philippines HRTX Full timeAbout the job Financial Solutions Specialist Job Summary: Key Responsibilities: Promote and sell life insurance and investment products to bank clients. Build relationships with bank staff to generate leads. Conduct financial needs analysis and offer suitable solutions. Provide after-sales support and ensure client satisfaction. Attend trainings and submit...
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Financial Advisor
1 week ago
, Pangasinan, Philippines Buscojobs Full timeJob Description Be assigned in EastWest Bank Store in Cebu Minglanilla. Position: Financial Advisor at Eastwest Bank Minglanilla, Cebu Salary: 20K Base Salary + following Incentives: Earn as much as P15,000.00 monthly position incentive Earn as much as P18,000.00 monthly by performing your qualified best Unlimited earning potential from sales commissions and...
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Solutions Designer
2 weeks ago
, , Philippines Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Bancassurance Sales Executive
5 days ago
, Pangasinan, Philippines HRTX Full timeJob Title: Financial Solutions Specialist Full Onsite | Monday to Friday | 8am to 5pm Urgent Hiring: Pangasinan This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their...
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C.I/Collector
3 weeks ago
, Pangasinan, Philippines HRSI Human Resource Specialist Inc. Full timeResponsibilities Responsible for managing and collecting outstanding debts from clients. Maintain accurate records of interactions with clients. Qualifications Graduate of any 2 or 4 year course; Experience in lending or financial institution is an advantage; Could drive a motorcycle and holder of professional driver’s license; Task involves...
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Sourcing Specialist
3 weeks ago
, , Philippines Sun Life Financial Full timeSourcing Specialist page is loaded## Sourcing Specialistlocations: Taguig City, National Capital Region (Manila)time type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Overseas Accounting Specialist
1 week ago
, , Philippines Haven Financial Services Full timeAn Accounting Specialist is responsible for processing invoices, managing vendor payments, and maintaining accurate financial records. This role requires exceptional attention to detail, the ability to efficiently handle a high volume of transactions, and a commitment to both accuracy and speed in all financial operations. Responsibilities Process...
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Hotel Reservation Specialist
3 weeks ago
, Pangasinan, Philippines Arbitrail MNL Inc (FKA:Vericom Inc) Full timeOverview Are you passionate about hospitality and delivering exceptional customer experiences? Join our team! We are looking for a Hotel Reservation Specialist handling international accounts. Arbitrail MNL Inc. is a trusted BPO provider delivering efficient, client-first solutions globally. We simplify operations, improve customer experiences, and...
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Solution Specialist
3 weeks ago
, , Philippines Buscojobs Full timeProject Management Officer (PMO) – Makati, National Capital Region Avaloq is a value driven, fast-paced financial technology and services company focused on banking solutions. As PMO you will be part of the Project Delivery team that manages IT implementation projects for new and existing clients. You will support the projects team in controlling and...
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Cost Accounting Specialist
1 week ago
, Pangasinan, Philippines Buscojobs Full timeOverview Cost Accounting Specialist Automation Expert Job Description Job Purpose: Responsible for the general accounting and tax functions. Maintains the accounting books and other financial records. Ensures the availability of reliable and timely financial reports and analyses, as well as other reports as may be requested by the Management and other...