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.

#J-18808-Ljbffr

  • Bancassurance Sales Executive

    2 weeks ago

    , Metro Manila, Philippines Q2 HR Solutions Full time

    Overview As a Bancassurance Sales Executive, you will serve as the bridge between banking services and insurance solutions. You will be responsible for identifying customer needs, offering tailored financial products, and maintaining strong relationships with both clients and bank partners. This role is ideal for individuals who are passionate about sales,...

  • Bancassurance Sales Executive

    3 weeks ago

    , Ilocos Norte, Philippines Buscojobs Full time

    Bancassurance 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

    3 weeks ago

    , Metro Manila, Philippines HRTX Full time

    About 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

    3 weeks ago

    , Metro Manila, Philippines HRTX Full time

    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...

  • Bancassurance Financial Advisor

    4 hours ago

    Metro Manila, Philippines TalentUS, Inc. Full time

    We’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

    3 weeks ago

    , Metro Manila, Philippines HRTX Full time

    Overview 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...

  • Bancassurance Financial Executive

    3 weeks ago

    , Metro Manila, Philippines HRTX Full time

    Overview We're hiring: Bancassurance Financial Executive Are you passionate about helping others achieve financial security and success? Join our dynamic team as a Financial Solutions Specialist and make a meaningful impact through trusted financial guidance and tailored solutions. Responsibilities Provide financial guidance and tailored solutions to...

  • Bancassurance Service Associate

    3 weeks ago

    Manila, Philippines HR TechX Corp. Full time

    Join to apply for the Bancassurance Service Associate role at HR TechX Corp. 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...

  • Bancassurance Financial Executive

    3 weeks ago

    Manila, Philippines HR TechX Corp. Full time

    Overview Join to apply for the Bancassurance Financial Executive role at HR TechX Corp. Location Metro Manila Employment type Full-Time Responsibilities Help clients achieve financial security and success through trusted financial guidance and tailored solutions. Promote Bancassurance products and collaborate with bank partners and designated branches....

  • Sales Executive

    3 weeks ago

    , Zamboanga del Sur, Philippines HR TechX Corp. Full time

    Sales Executive - Bancassurance (Zamboanga) We're Hiring: Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday). Are you a motivated sales professional who loves meeting people and helping them reach their goals? We're looking for passionate individuals who want to grow their careers and make a real impact. Locations: North...