Financial Services Specialist

5 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱500,000 - ₱700,000
Job Opportunity

We are seeking a Financial Services Professional to provide life insurance and investment-linked products to clients while building strong partnerships with bank personnel.

The successful candidate will work onsite at an assigned EastWest Bank branch, utilizing their sales and customer service skills to achieve monthly sales targets and KPIs.

Key Responsibilities
  • Promote and sell life insurance and investment products
  • Conduct financial needs analysis and client consultations
  • Deliver excellent customer service and tailored financial advice
  • Collaborate with bank staff to generate leads and referrals
Requirements
  • At least 2 years of college education and 2 years of sales or customer service experience, or
  • Bachelor's degree and 1 year of experience in the financial industry, or
  • Fresh graduates from business-related courses
Skills and Qualities
  • Strong communication and relationship-building skills
  • Goal-driven, proactive, and highly motivated

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