Financial Specialist

6 days ago

Manila, Philippines HRTx Inc. Full time

Job Title Financial Solutions Specialist Job Summary Full onsite position delivering customized financial advice to clients focusing on insurance and investment solutions. Responsibilities include identifying client needs, recommending appropriate financial products, and assisting clients in achieving their financial objectives. Locations Metro Manila, South Luzon, North Luzon Full onsite. Monday to Friday. 8am to 5pm. Qualifications Bachelor's degree holder, preferably in Business, Finance, Marketing, or related fields. At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance. Excellent communication, interpersonal, and customer service skills. Results-oriented and motivated by a passion for helping people with their financial well-being. Willing to be deployed to an assigned bank branch location. Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed). Key Responsibilities Develop strong working relationships with bank personnel to drive client referrals and generate leads. Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions. Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options. Educate clients on savings, insurance, and investment-linked products tailored to their financial goals. Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing. Manage and expand your client base through consistent after-sales engagement and regular follow-ups. Achieve or surpass monthly sales goals and performance metrics. Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times. Basic Salary 25,000 Competitive Benefits Commissions Guaranteed 14th-month pay Monthly rice subsidy and monthly allowance Annual laundry allowance, multi-purpose draw benefit, and Christmas gift. HMO with 2 dependents. Life insurance and retirement plan upon regularization. Annual salary increase and performance bonuses. Leave credits you can convert to cash + special birthday leave. Emergency and bereavement leaves when needed. #J-18808-Ljbffr

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