Bancassurance Service Associate

5 days 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 and customers, understanding their financial goals, and delivering excellent service while achieving sales targets. 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. Additional details Seniority level: Not Applicable Employment type: Full-time Job function: Management and Manufacturing Industries: Technology, Information and Internet #J-18808-Ljbffr

  • Bancassurance Service Associate

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    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...

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