Bancassurance Sales Specialist

3 weeks ago

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

Bancassurance Sales Specialist - Metro Manila (Insurance/Banking/Finance) role at HR TechX Corp. Onsite, Monday to Friday, 8am to 5pm. Available locations: Metro Manila, South Luzon, North Luzon.

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).
Details
  • Employment type: Full-time
  • Location: Metro Manila, South Luzon, North Luzon
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
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