Financial Solutions Specialist

Work Schedule: Bank Operating Hours

Location: Isabela Branches

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

Application Question(s):

• What is your expected salary?

Education:

• Bachelor's (Required)

Work Location: In person