Financial Solutions Specialist

3 days 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

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