Financial Solutions Specialist

3 weeks ago

Manila, National Capital Region, Philippines HR TechX Corp. Full time
Overview

Financial Solutions Specialist (Bancassurance) at HR TechX Corp.

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

Available Locations: Across NCR, CALABARZON, and Central Luzon (Multiple headcounts)

Role summary

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.

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.
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).
Competitive 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
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