Financial Solutions Specialist

4 weeks ago

Cebu City, Philippines HR TechX Corp. Full time

Overview Join to apply for the Financial Solutions Specialist (Bancassurance) role at HR TechX Corp. Location: Cebu, Central Visayas, Philippines 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 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. What We Offer Competitive compensation package with commission and performance incentives. Training and career development programs. Access to a broad client base through bank partners. Health and wellness benefits. Opportunity for career growth in one of the fastest-growing financial sectors. #J-18808-Ljbffr

  • Financial Solutions Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines HRTX Full time ₱800,000 - ₱1,200,000 per year

    As a Financial Solutions Specialist 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...

  • Financial Solutions Specialist

    21 hours ago

    Cebu City, Central Visayas, Philippines People Matter PH Full time ₱900,000 - ₱1,200,000 per year

    KEY REPONSIBILITIES: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...

  • Solutions Specialist

    2 days ago

    Quezon City, Philippines Beacon Solutions, Inc. Full time

    The Solutions Specialist is responsible for designing, presenting, and supporting tailored technology solutions that address client requirements. This role involves conducting requirements analysis, preparing proposals, creating solution architectures, and delivering technical presentations and product demonstrations. The Solutions Specialist works closely...

  • Retention Specialist

    2 weeks ago

    Zamboanga City, Philippines Spring Financial Full time

    Join to apply for the Retention Specialist (After Sales Specialist) role at Spring Financial 1 month ago Be among the first 25 applicants Join to apply for the Retention Specialist (After Sales Specialist) role at Spring Financial PLEASE NOTE – This is a full-time permanent, overnight, work-from-home position.Compensation & BenefitsMonthly Salary:...

  • Financial Accounting Specialist

    4 weeks ago

    Cebu City, Philippines Gems Global Ventures Corporation Full time

    Overview Gems Global Ventures Corporation is a trusted importer of premium frozen beef, pork, and seafood with over 35 years of experience. We take pride in delivering top-quality products, ensuring customer satisfaction, and maintaining strict food safety standards. Location: Cebu | Type: Full-time, On-site Role Position: Financial Accounting Specialist...

  • Accounting Specialist

    7 days ago

    Cebu City, Central Visayas, Philippines Blue Wolf Solutions Full time ₱400,000 - ₱600,000 per year

    Job Description:We're looking for an experienced and highly organized Accounting Specialist to join our remote team. The ideal candidate will have a strong background in managing financial records, a keen eye for detail, and a passion for ensuring accuracy and compliance in all accounting processes.As an Accounting Specialist, you'll be responsible for a...

  • Customer Solutions Specialist

    5 days ago

    Cebu City, Central Visayas, Philippines J-K Network Manpower Services Full time ₱268,800 - ₱336,000 per year

    COMPANY PROFILE: Creative Company who is one of the leading European provider of online presence solutions, cloud hosting, and digital marketing services, empowering businesses to establish and grow their digital footprint.Position: Customer Solutions Specialist | Product Support Specialist | Application Support SpecialistCompany Industry: Creative / Digital...

  • Financial Planning and Analytics Specialist

    2 weeks ago

    Cebu City, Philippines TASQ Staffing Solutions Full time

    About the job: Financial Planning and Analytics Specialist |Onsite Work Setup: Onsite (Cebu City) Start Date: ASAP Nature Of The Account: Support and Leadership Type of Support: Support Shift: 10am-7pm; Fixed weekends off Qualifications: Bachelor's Degree in Accountancy or Management Accounting 1 to 3 years of relevant experience PEZA, compliances, asset...

  • Financial Accounting Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines Gems Global Ventures Corporation Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionGems Global Ventures Corporationis a trusted importer of premium frozen beef, pork, and seafood with over35 years of experience. We take pride in delivering top-quality products, ensuring customer satisfaction, and maintaining strict food safety standards.Role DescriptionPosition:Financial Accounting SpecialistLocation:Cebu...

  • Specialist, Financial Systems

    1 week ago

    Cebu City, Philippines Dover Business Services Full time

    Overview POSITION TITLE: Specialist – FINANCIAL SYSTEMS REPORTING TO: Team Lead, FINANCIAL SYSTEMS LOCATION: Cebu, Philippines Dover Business Services (DBS) is looking for a talented Analyst to join our Financial Systems Team as we make the shift to a process ownership model, focused on driving process improvements and automation globally. Reporting to the...