financial solutions specialist

3 days ago


Isabela, Autonomous Region in Muslim Mindanao, Philippines People Matter PH Full time ₱408,000 per year

As a Financial Solutions Specialist under the Bancassurance channel, you will be embedded within bank branches and responsible for offering tailored financial solutions to clients, promoting insurance and investment products. This role involves building strong relationships with bank staff and customers, understanding their financial goals, and delivering excellent service while achieving sales targets.

Key Responsibilities:

  • Actively promote and sell life insurance and investment products to bank customers.
  • Build and maintain relationships with bank staff to generate referrals and leads.
  • Conduct financial needs analysis to recommend suitable financial solutions.
  • Provide after-sales service and ensure customer satisfaction and retention.
  • Attend regular training sessions and product briefings to stay updated.
  • Prepare and submit sales reports and forecasts to management.
  • Ensure compliance with regulatory guidelines and company policies.

Qualifications:

  • Bachelor's degree in Business, Finance, Marketing, or related field.
  • Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience)
  • Excellent communication, negotiation, and interpersonal skills.
  • Highly motivated, results-oriented, and customer-focused.
  • Ability to work independently and as part of a team.
  • Must be willing to be assigned in designated bank branches.

What We Offer:

  • Competitive compensation package with commission and performance incentives.
  • Training and career development programs.
  • Access to a broad client base through bank partners.
  • Health and wellness benefits.
  • Opportunity for career growth in one of the fastest-growing financial sectors.

Job Type: Full-time

Pay: Php25, Php34,000.00 per month

Benefits:

  • Additional leave
  • Health insurance

Work Location: In person



  • Isabela, Autonomous Region in Muslim Mindanao, Philippines Certuso Structural Specialists Corporation Full time ₱150,000 - ₱250,000 per year

    About usCertuso Structural Specialists Corporation is the Philippines' trusted provider of steel sheet pile solutions. We are the leading distributor of MHZ sheet piles in the country and an established provider of hot-rolled steel sheet pile products for nearly a decade. We aim to continuously contribute to the improvement of Filipino lives through...

  • Financial Specialist

    2 weeks ago


    Isabela, Philippines Buscojobs Full time

    Job Title: Financial Solutions Specialist Full Onsite | Monday to Friday | 8am to 5pm Available Locations: Metro Manila, South Luzon, North Luzon 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...


  • Isabela, Philippines Paramount Human Resource Multi-Purpose Cooperative Full time

    WILLING TO TRAIN HERE AT HEAD OFFICE QUEZON CITY ALL EXPENSE IS CHARGED TO COMPANY CAN HANDLE PRESSURE CAN START ASAP Paramount Human Resource Multi‑Purpose Cooperative, established in 2005, is a registered cooperative dedicated to empowering Filipino skilled workers and providing top‑quality manpower solutions to over 100 partner organizations across...

  • Bookkeeper

    1 week ago


    Isabela, Philippines Golden Richland Farm Corporation Full time

    Position: Bookkeeper Reports to: Operations Accounting Specialist Reporting: Monday to Saturday (8:00 am-5:00 pm) About the role Golden Richland Farm Corporation is seeking a full-time Bookkeeper to join our Accounting and Finance Department team in San Mateo, Isabela. In this role, you will be responsible for maintaining accurate financial records,...


  • Cauayan, Isabela, Philippines Country Funders Finance Corporation Full time ₱120,000 - ₱360,000 per year

    REQUIREMENTS:With Excellent verbal and written communication skillsIntermediate level in MS OfficeOpen for fresh graduatesDUTIES & RESPONSIBILITIESEnsure that all clients are reminded of their amortization through text or call.Maintain a positive and cooperative tone at all times with the borrowers and deals with borrowers in a manner which shows empathy,...


  • Isabela, Philippines Buscojobs Full time

    Selling Supervisor Offline – Philippines (San Pedro City, Laguna) Robinsons Handyman Inc' is seeking an experienced Selling Supervisor-Offline to join our Pet Lover Centre team in San Pedro City Laguna. This full-time position leads a team of sales associates, ensures smooth store operations, and maximises revenue. What you'll be doing Supervising and...

  • Accounts Receivable

    2 weeks ago


    San Mateo, Isabela, Philippines Golden Richland Farm Corporation Full time ₱900,000 - ₱1,200,000 per year

    Position: Accounts ReceivableReports to: General AccountantReporting: Monday to Saturday (8:00 am-5:00 pm)About the roleGolden Richland Farm Corporation is seeking a full-time Accounts Receivable to join our Accounting and Finance Department team in San Mateo, Isabela. In this role, you will be responsible for managing and optimising the company's accounts...