Financial Solutions Specialist

1 week ago


Metro Manila Philippines HRTX Full time

About the job Financial Solutions Specialist Job Summary: Key Responsibilities: Promote and sell life insurance and investment products to bank clients. Build relationships with bank staff to generate leads. Conduct financial needs analysis and offer suitable solutions. Provide after-sales support and ensure client satisfaction. Attend trainings and submit sales reports. Comply with all regulations and company policies. Qualifications: Bachelors degree in Business, Finance, Marketing, or related field. At least 6 months experience in sales, banking, insurance, or customer service preferred. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and team-oriented. Willing to be assigned to bank branches. What We Offer: Competitive pay with commissions and incentives. Training and career development. Access to bank clients. Health benefits and career growth opportunities. #J-18808-Ljbffr



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