Bancassurance Sales Specialist

22 hours ago

Cavite City, Calabarzon, Philippines HR TechX Corp. Full time
Overview

Join to apply for the Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance) role at HR TechX Corp.

We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive. This role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Full onsite | Monday to Friday | 8am to 5pm

Available Locations: Metro Manila, South Luzon, North Luzon

Qualifications
  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
  • Excellent communication, interpersonal, and customer service skills.
  • Results-oriented and motivated by a passion for helping people with their financial well-being.
  • Willing to be deployed to an assigned bank branch location.
  • Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Key Responsibilities
  • Develop strong working relationships with bank personnel to drive client referrals and generate leads.
  • Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
  • Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
  • Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
  • Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
  • Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
  • Achieve or surpass monthly sales goals and performance metrics.
  • Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Benefits
  • Commissions
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.
Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Management and Manufacturing
Industries
  • Technology, Information and Internet
#J-18808-Ljbffr

  • Bancassurance Sales Officer

    4 days ago

    Paranaque City, Calabarzon, Philippines Sun Life Grepa Financial, Inc. Full time

    Join to apply for the Bancassurance Sales Officer (Parañaque) role at Sun Life Grepa Financial, Inc. 4 weeks ago Be among the first 25 applicants Join to apply for the Bancassurance Sales Officer (Parañaque) role at Sun Life Grepa Financial, Inc. Candidate must possess at least Bachelor's/College Degree in any field. At least 1 Year(s) of...

  • Bancassurance Financial Advisor

    15 hours ago

    Cavite City, Calabarzon, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000

    Job OpportunityWe are seeking a highly motivated and goal-oriented Bancassurance Sales Specialist to join our team.The successful candidate will be responsible for delivering customized financial advice to clients, focusing on insurance and investment solutions. They will identify client needs, recommend appropriate financial products, and assist them in...

  • HVAC Sales Specialist

    15 hours ago

    Antipolo City, Calabarzon, Philippines beBeeHvac Full time ₱400,000 - ₱800,000

    Job Title:HVAC Sales Specialist Job Description:Identify and pursue new business opportunities in the HVAC industry.Develop and maintain relationships with clients, consultants, and contractors to promote HVAC products and services.Provide technical expertise to support sales efforts, including system design, installation, and troubleshooting.Collaborate...

  • Cultivate Prosperity

    15 hours ago

    Paranaque City, Calabarzon, Philippines beBeeFinancialAdvisor Full time ₱250,000 - ₱450,000

    Unlock Your Career PotentialBecoming a financial advisor offers a unique blend of professional growth, personal satisfaction, and the ability to make a real difference in people's lives.About the RoleThis is an exciting opportunity to join our team as a financial advisor. As a key member of our bancassurance sales team, you will play a vital role in helping...

  • Regional Business Development Specialist

    3 days ago

    Cavite City, Calabarzon, Philippines beBeeRegionalContractManager Full time $40,000 - $60,000

    Job Title: Regional Contract ManagerThis is a fantastic opportunity to work as a Regional Contract Manager, where you will be responsible for managing leads below $25,000 and making an average of 150 phone calls a week into expired opportunities.Key Responsibilities:Manage leads below $25,000, including SP Services (Channel and Proximity), Digital Services...

  • Sales Growth Specialist

    4 days ago

    Paranaque City, Calabarzon, Philippines beBeeBusiness Full time

    Business Development Associate","Job Description:">The Business Development Associate plays a pivotal role in identifying, prospecting, and closing new business opportunities.This highly proactive position requires strong communication skills, market research, and a go-getter attitude to bring in new clients and grow our customer base.Meet or exceed monthly...

  • Senior Labor Relations Manager

    1 day ago

    Cavite City, Calabarzon, Philippines beBeeEmployee Full time ₱900,000 - ₱1,200,000

    About usWe are a leading organization that provides workforce solutions and business services.Our mission is to empower businesses of all sizes and industries with our expertise and global perspective.We specialize in IT, Finance, Engineering, Sales & Marketing, Supply Chain, HR, and Executive Search.Job Description:We seek an experienced Senior Employee...

  • Product Activation Specialist

    4 days ago

    Paranaque City, Calabarzon, Philippines beBeeActivation Full time

    Product Activation SpecialistWe are seeking a skilled Product Activation Specialist to lead the activation of promotional campaigns and initiatives across our customer base.Key Responsibilities:Engage with brand and category teams to understand channel requirements and timelines.Collaborate with marketing to develop campaign plans by category and...

  • Business Support Specialist

    2 weeks ago

    Paranaque City, Calabarzon, Philippines EPS Staffing Service Group Inc. Full time

    • Coordinate with sales to ensure accurate and timely invoicing. • Attend to enquiries on product sales and stock availability. • Monitor customer accounts to track outstanding payments and follow up on overdue invoices. • Manage accounts receivables process from invoice generation to payment collection. • Prepare proposals related to relevant...

  • Order Management Specialist

    1 day ago

    Lipa City, Calabarzon, Philippines beBeeOrder Full time ₱800,000 - ₱1,200,000

    Job OverviewThe Order Coordinator role falls under the Production and Material Control Department, responsible for timely and accurate customer order processing.Key ResponsibilitiesCoordinate with departments to ensure on-time delivery of ordersManage order status, delivery dates, issues, and product availability in collaboration with related teamsWork...