Bancassurance Sales Specialist
3 hours ago
Job Title: Financial Solutions Specialist
Setup & Schedule: Full Onsite | Monday to Friday | 8am to 5pm
Open locations: Batangas, Cavite, Laguna, Naga, Albay, Lucena, Quezon Province
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.
Basic Salary: 25,000
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:
- Batangas: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Bancassurance Sales: 1 year (Preferred)
License/Certification:
- Financial advisor or insurance agent licenses (Preferred)
Work Location: In person
-
field sales specialist
4 hours ago
Batangas, Calabarzon, Philippines IPOLYMER SOLUTIONS, CORP. Full time ₱300,000 - ₱600,000 per yearWe URGENTLY NEED FIELD SALES SPECIALISTSWe are a dynamic and steadily growing wholesale distributor of pipes and other construction materials, specializing in serving the construction, renovation, and infrastructure sectors. Our dedication to fostering growth in the construction industry has positioned us as a trusted partner for builders and contractors. We...
-
Field Sales Specialist
4 hours ago
Batangas, Calabarzon, Philippines ComWorks Inc Full time ₱250,000 - ₱500,000 per yearThe Field Sales Specialist for Sarilotto is responsible for driving sales performance, expanding market presence, and managing end-to-end operations for SariLotto agents within the assigned territory. This role oversees agent onboarding, training, activation, and performance monitoring while ensuring full compliance with regulatory and company standards.The...
-
sales representative
2 hours ago
Batangas, Calabarzon, Philippines MRL Cybertec Corp. Full time ₱250,000 - ₱750,000 per yearI. *Customer Service*· Takes responsibility in identifying market and prospecting clients.· Facilitates marketing campaigns and strategies and prepares action plans and schedules to identify specific targets and to project the number of contacts to be made.· Prepare presentations, proposals and sales contracts.· Establish and maintain current client and...
-
sales specialist-batangas city
2 weeks ago
Batangas, Calabarzon, Philippines JBW FloorCenter, Inc. Full time ₱150,000 - ₱250,000 per yearSALES CONSULTANT-BATANGAS CITY(DIVERSION)NOTE: WE OFFERHigh performers are rewarded with our unlimited incentive scheme.Direct Hiring\Probationary StatusGood Salary Packagemandatory BenefitsFree UniformRole and Responsibilitiesü Assisting walk-in clients, promoting and explaining the productsü Developing sales strategies and setting up goals.ü Generating...
-
Logistics Specialist
4 hours ago
Batangas, Calabarzon, Philippines SolarTek Distributors Full time ₱540,000 - ₱600,000 per yearAbout UsSolartek Distributors is a leading provider of high-quality solar energy products, dedicated to helping businesses and homeowners transition to sustainable energy solutions.As we continue to grow, we're looking for a Logistics Specialist with purchasing experience to help us manage our supply chain operations, vendor coordination, and purchasing...
-
Account Development Specialist
3 hours ago
Batangas, Calabarzon, Philippines Fly Ace Corporation Full time ₱400,000 - ₱800,000 per yearThe position is primarily responsible for ensuring sustainable and healthy business partnerships with assigned key trade partners. This role also involves efficient people management, including directing, guiding, coaching, mentoring, and active leadership to ensure that all sales programs are successfully executed. The position requires consistent...
-
Management Trainee
1 hour ago
Batangas, Calabarzon, Philippines IDS Medical Systems (idsMED) Full time ₱300,000 - ₱500,000 per yearCore Responsibilities•Identify key business opportunities to ensure achievement of revenue and growth targets•Lead product solution development with teams to determine requirements based on the needs of our client/customer•Liaise directly with principals/vendors on behalf of the business units. Organize and facilitate meetings to establish business...
-
Site Acquisition Specialist
3 hours ago
Batangas, Calabarzon, Philippines GENERIKA Drugstore Full time ₱30,000 - ₱60,000 per yearWHAT YOU WILL DO:Responsible for scouting, identifying and recommending potential sites for Generika Drugstore particularly in Metro Manila Area.Evaluates and conducts a thorough market research of a potential site based on the following parameters such as Trade Area viability, Exact Site Condition, Over-all Population of the Trade Area, etc.Undertook the...
-
Supply Chain Specialist
2 hours ago
Batangas, Calabarzon, Philippines Omni-Plus System Pte Ltd Full time ₱360,000 - ₱420,000 per yearJob Responsibility:Supply Chain:Timely keying in of orders and acknowledgement of customer purchase orders and issuing of purchase orders to vendors.Ensure supply of materials to meet customer requirementsProcess all PEZA/Customers requirements.Prepares all reportorial requirement of PEZA/Customs.Support planning process including forecasting.Monitor and...
-
Bancassurance Sales Specialists
4 weeks ago
Batangas City, Philippines HR TechX Corp. Full timeJob Title: Financial Solutions Specialist (Bancassurance) Full Onsite | Monday to Friday | 8am to 5pm This 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...
-
Bancassurance Sales Specialists
2 weeks ago
Batangas City, Philippines HRTX Full timeJob Title: Financial Solutions Specialist (Bancassurance) Full Onsite | Monday to Friday | 8am to 5pm 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...
-
Sales Executive
4 weeks ago
Batangas City, Philippines HR TechX Corp. Full timeWe're Hiring: Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday) Are you a motivated sales professional who loves meeting people and helping them reach their goals? We're looking for passionate individuals who want to grow their careers and make a real impact. Locations North Luzon Cagayan, Isabela, Vigan, Laoag, Baguio,...
-
Sales Executive
4 weeks ago
Batangas City, Philippines HR TechX Corp. Full timeWe're Hiring: Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday) Are you a motivated sales professional who loves meeting people and helping them reach their goals? We're looking for passionate individuals who want to grow their careers and make a real impact. Locations North Luzon: Cagayan, Isabela, Vigan, Laoag, Baguio,...
-
Financial Specialist
3 weeks ago
Batangas City, Philippines HRTX Full timeJob Title: Financial Solutions Specialist Full Onsite | Monday to Friday | 8am to 5pm Available Locations: Metro Manila, South Luzon, North Luzon his 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...
-
E-Commerce Sales Support Specialist
2 weeks ago
Batangas City, Philippines TalentPop App Full timeJob Overview Join TalentPop App as an E-Commerce Sales Support Specialist. At TalentPop App, we’re redefining how e-commerce brands connect with their customers — turning every interaction into an opportunity for engagement, retention, and sales. As a E-Commerce Sales Support Specialist , you’ll be the voice that helps customers complete their shopping...
-
Leads Generation Specialist
3 weeks ago
Batangas City, Philippines Cloudstaff Full timeJoin to apply for the Leads Generation Specialist role at Cloudstaff . We are currently on the lookout for a Lead Generation Specialist & Admin Support to join our team at Cloudstaff. Attach a 1‑2 minute video intro and your updated CV to become a priority applicant. Role Lead Generation Specialist & Admin Support Work Arrangement Work From Home Location...
-
Sales Executives
4 weeks ago
Batangas City, Philippines Marie France Group of Companies Full timeSenior Talent Acquisition Specialist @ Marie France Group of Companies Position Overview: We are looking for results-driven Sales Executives who share our passion and commitment to helping our clients become a better version of themselves by recommending our products and services that our customers have grown to rely on over the years. Key Responsibilities...
-
Sales Marketing Specialist
4 weeks ago
Batangas City, Philippines Cyberbacker Careers Full timeKey Responsibilities Dominate your market: Identify, target, and win new business opportunities like the sales pro you are. Crush your quotas: We don’t care about excuses – we care about results. Exceed monthly and quarterly sales goals, and then push for more. Sell with confidence: Be the expert, the trusted advisor, and the authority in your space. You...
-
Customer Billing Escalation Specialist
4 weeks ago
Batangas City, Philippines Palmetto Full timeCustomer Billing Escalation Specialist – Palmetto Join to apply for the Customer Billing Escalation Specialist role at Palmetto . Company Description Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all , we are an uncompromising energy company that makes...