Bancassurance Sales

3 weeks ago

Metro Manila Philippines Buscojobs Full time

Job 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 analysis, and achieving sales targets. Roles may require onsite work at bank branches or respective offices and may offer incentives, benefits, and career development opportunities.

Responsibilities
  • Provide financial planning services and advisory support to clients using bank life and insurance products (various postings mention Davao City, EastWest Bank branches, Sun Life Grepa, LandBank, etc.).
  • Educate clients about financial planning, insurance, and investment solutions; conduct needs analysis; recommend appropriate products.
  • Build and maintain long-term client relationships; provide after-sales service; generate referrals.
  • Attend regular training and development programs; meet sales targets and performance metrics.
  • Coordinate with bank personnel and company stakeholders to ensure smooth operations.
Qualifications
  • College degree holder (any field) is commonly required; preference for business/marketing/financial-related coursework for some postings.
  • At least 6 months to 1 year of experience in sales, marketing, or customer service (experience in sales-related fields is an advantage).
  • Strong communication and interpersonal skills; the ability to communicate effectively and efficiently; outgoing personality; empathy or malasakit is noted in some postings.
  • Willingness to work onsite at bank branches or stores; ability to work in a target-driven environment; applicants may be open to fresh graduates or career shifters in some postings.
  • Other notes: some postings mention tax-free allowances, commissions, incentives, health/life insurance, and various benefits; travel incentives may apply.
Compensation & Benefits (examples across postings)
  • Basic salary plus allowances and performance-based incentives or unlimited incentives
  • Medical benefits; HMO from day 1; life and group insurance
  • Leave benefits and opportunities for promotion
  • Paid training; company events; Christmas gifts
  • Non-taxable allowances and travel incentives in some postings
  • Job Types: Full-time or Permanent
Important Notes

Some postings indicate regional hiring preferences or limitations, and one posting notes that the advertiser does not accept applicants from certain regions. Always verify current application instructions and ensure alignment with location requirements.

Posted dates vary (e.g., today, 1 day ago). If you do not find a suitable listing, consider exploring other bancassurance or financial services roles with similar responsibilities and qualifications.

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