Bancassurance Sales Executive

2 weeks ago

Rizal, Philippines HRTX consulting Full time ₱250,000 - ₱300,000 per year

Job Title: Financial Solutions Specialist

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

Urgent Hiring: Rizal

This is 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.

Qualifications:

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months 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).

Key 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.

Competitive Benefits:

  • Commissions
  • Guaranteed 14th-month pay
  • Monthly rice subsidy and monthly allowance
  • Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Annual salary increase and performance bonuses.
  • Leave credits you can convert to cash + special birthday leave.
  • Emergency and bereavement leaves when needed.

Job Type: Full-time

Pay: Php25,000.00 per month

Ability to commute/relocate:

  • Rizal: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 1 year (Required)
  • Bancassurance/banking/finance sales: 1 year (Preferred)

License/Certification:

  • Financial advisor or insurance agent licenses (Preferred) (Preferred)

Work Location: In person

  • Sales Executive

    3 weeks ago

    Rizal, Philippines MNLeistung Inc. Full time

    The ideal candidate will be experienced in sales and customer service. We expect you to be a reliable professional, able to balance customer orientation and a results-driven approach. Your overarching goal is to identify opportunities with prospects and new clients and build them into long-term profitable relationships. Sales Executive Responsibilities...

  • Financial Sales Executive

    3 days ago

    Rizal, Philippines Growsari Inc Full time ₱180,000 - ₱300,000 per year

    Role OverviewThe Saripay Sales Executive is a field-based sales professional responsible for acquiring new MSME (micro, small, and medium enterprise) customers for Saripay. The role focuses on customer engagement, pitching products, and closing acquisitions through direct field sales, booth activations, and lead follow-ups from our central database. Sales...

  • Business Development Associate – Resto Independent Segment

    1 week ago

    Rizal, Philippines NextGen Executive Solutions Full time

    NextGen Executive Solutions On-site - Rizal 3-5 Yrs Exp Bachelor Full-time Share Job Description Department: Sales | Reporting to: Sales Manager Salary Range: PHP 25,000 – 40,000 Vacancy: 1 Available We’re looking for a proactive and driven Business Development Associate to join our team focused on independent restaurants. You'll be responsible for...

  • Remote Sales Executive

    2 weeks ago

    Rizal, Philippines Business Development Full time

    Career Opportunities with UniTrust Financial Group A great place to work. Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: RemoteExperience Level: Entry-Level About InsuraTec: InsuraTec is a customer-focused financial services company specializing in insurance sales. We are committed to...

  • Sales Executive

    4 weeks ago

    Rizal, Philippines Intext Building Solutions Inc. Full time

    On-site - Rizal 1-3 Yrs Exp Bachelor Full-time Job Description Government Mandated Benefits Insurance Health & Wellness Health Insurance QUALIFICATION: Candidate must possess a minimum of a Bachelor's/College Degree in Engineering or other four-year course. Two (2) years of sales experience in the manufacturing or construction industry is preferred....

  • Sales Executive

    1 week ago

    Rizal, Philippines Prime Pacific Foods Corporation Full time

    Responsibilities Identify and pursue new sales opportunities in the assigned territory Build and maintain strong relationships with clients and stakeholders. Conduct market research to understand customer needs and trends. Prepare and deliver compelling sales presentations and proposals. Collaborate with cross-functional teams to enhance customer...

  • Sale Executive

    1 week ago

    Rizal, Philippines HR ABDC Full time

    On-site - Rizal 1-3 Yrs Exp Bachelor Full-time Overview On-site position located in Rizal. 1-3 years of experience, bachelor’s degree, full-time employment. Job Description Employee Recognition and Rewards Commission, Incentives Develop and maintain relationships with contractors, builders, and retail customers Identify new business opportunities and...

  • Sales Executive

    6 days ago

    Rizal, Philippines EPEIMI Full time

    Essential Products and Expertise for Integrated Markets Inc. (EPEIMI), a company licensed to import, export, trade & distribute raw materials catering to the Food, Pharmaceutical, Nutraceutical and Cosmetic Industries, is in need of NEWSALES EXECUTIVES; The person we are looking for must: Be a graduate of any science course; Graduates of Bachelor of Science...

  • Sales Executive

    2 weeks ago

    Rizal, Philippines Star Paper Corporation Full time

    JOB MISSION/SUMMARY To ensure target achievement by building business through selling and promoting of our products to new and existing accounts. Generate sales lead for new business opportunities and analyze sales options. Conduct regular visit to customers to determine their specific needs and requirement and provide possible business solutions. The...

  • Corporate Sales Executive

    1 week ago

    Rizal, Philippines Dwightsteel Building Systems Inc. Full time

    On-site - Rizal 1-3 Yrs Exp Bachelor Full-time Job Description Qualifications Candidate must possess a minimum of a Bachelor's/College Degree in Engineering or other four-year course. Two (2) years of sales experience in the manufacturing or construction industry is preferred. Exceptional sales and customer service skills Strong communicator, both verbal and...