Financial Sales Executive/Bancassurance Sales Executive
4 days ago
Manila, Metro Manila, Philippines
Q2 HR Solutions Inc.
Full-time
₱300,000 - ₱420,000 Contract
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
Q2 HR Solutions Inc.
Recruitment Specialist
On-site - Manila | 1-3 Yrs Exp | Bachelor's | Full-time
Job Description
Employee Recognition and Rewards
- Commission
Government Mandated Benefits
Insurance, Health & Wellness
- Life Insurance
Daily Sales Activities
- Carry out continuous lead generation activities
- Set appointments, whether over the phone or face‑to‑face
- Conduct financial needs analysis and recommend customized solutions
- Prepare documents of customers and submit applications
- Strengthen customer relationship through after‑sales service
Relationship Management
- Build a long‑term relationship with the bank partner
- Engage the bank partner to be active referrers
- Promote reciprocity by referring customers to the bank for a loan or savings/checking account
- Inform and update branch of daily activities, branch performance, status of referrals
Professional Development
- Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
- Attend advance training offerings and designation programs
- Get accredited to run customer events, whether in‑branch or offsite
Important Note for Overseas Positions
If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately:
- withholds your ID
- requires you to provide a guarantee or collects property
- forces you to invest or raise funds
- collects illicit benefits
- or other illegal situations