Banking Sales Officer

Position Type: Entry Level - Individual Contributor
Work Setup: Onsite (bank branch)
Industry: Bancassurance / Finance


About the Job:

Do you have the skills to manage your money well and handle unexpected financial challenges? We're looking for Banking Sales Officers who can charm customers into thinking life insurance is as exciting as a rollercoaster ride.


As a Banking Sales Officer, your primary responsibility is to achieve the bank's sales targets by offering customer-centric financial solutions that align with the unique needs and aspirations of the clients. In this client-facing role, you will serve as the main point of contact, forging strong and lasting relationships with customers. Your role involves understanding their financial goals and needs, providing expert guidance, and helping them plan for a better tomorrow, so they can enjoy their best lives today. Join us in our mission to empower Filipinos through effective financial planning, meaningful connections, and be the financial superhero customers didn't know they needed



Areas of Assignment:

Batangas: Sto. Tomas
Davao: Magsaysay
Three (3) Opening of Roving Financial Advisor (Supporting NCR stores; Will be stationed in Makati, Muntinlupa, or Las Piñas)
Job requirements
Required Qualifications:

Completed at least 2 years in college + 2 years' experience in sales or customer service; OR completed a 4-year bachelor's degree + 1 year experience in sales or customer service.
Fresh graduates from business-related courses are welcome.
Effective communication of financial concepts to provide exceptional client service.
Accepting applications from both licensed and unlicensed financial advisors.
Willing to be assigned onsite at a bank branch.
Preferred Qualifications:

For non-fresh graduates, a minimum of 6 months of client-facing experience, preferably in a financial institution.
Displays positive values and a likable personality, building trust and maintaining strong client relationships.


Please be aware that there are no application fees for this position. All expenses related to training, required devices, and examination fees will be fully covered by the client. We do not require or request any form of payment during the application process. Any requests for payments in connection with this job posting should be considered fraudulent and reported immediately to our recruiting department at jobs@likhacareers.com.