Bancassurance Sales Specialist

Job Title: Financial Solutions Specialist

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

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:

• Bohol: 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