Bancassurance Service Associate
15 hours ago
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 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.
-
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,...
-
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...
-
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...
-
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...
-
BANCASSURANCE SALES
15 hours ago
, Metro Manila, Philippines HRTX Full timeWE 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...
-
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...
-
Bancassurance Financial Executive
15 hours ago
, Metro Manila, Philippines HRTX Full timeOverview 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 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...
