Financial Solutions Specialist

17 hours ago


Urdaneta, Ilocos, 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: Pangasinan

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.

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:

  • Urdaneta: 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



  • Urdaneta, Ilocos, Philippines HRTX Full time ₱60,000 - ₱120,000 per year

    Looking for a rewarding career that gives you income potential, flexibility, and the opportunity to help others? Join one of the top life insurance providers in the country as a Financial Sales Specialist.Key Responsibilities:Educate clients about financial planning, insurance, and investment solutionsBuild and maintain client relationshipsConduct financial...


  • Urdaneta, Ilocos, Philippines HRTX Full time ₱40,000 - ₱60,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: PangasinanThis 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...


  • Urdaneta, Ilocos, Philippines HRTX consulting Full time ₱150,000 - ₱300,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: PangasinanThis 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...

  • Area Sales Manager

    4 days ago


    Urdaneta, Ilocos, Philippines HRTX Full time ₱400,000 - ₱1,200,000 per year

    Key Responsibilities:Lead, coach, and motivate a team of insurance sales agents/advisors to achieve individual and team sales targets.Develop and implement area-specific sales strategies to increase market share and drive new business acquisition.Identify potential markets, build networks, and strengthen relationships with clients, corporate accounts, and...


  • Urdaneta, Ilocos, Philippines Philtrust Bank Full time ₱1,500,000 - ₱2,500,000 per year

    About the role We are seeking an experienced and driven Manager to lead our Urdaneta Branch for Philtrust Bank. As the Branch Manager, you will be responsible for overseeing all branch operations and ensuring exceptional customer service. This is a full-time position based in Urdaneta City, Pangasinan.What you'll be doingManage all aspects of branch...


  • Urdaneta, Philippines HR TechX Corp. Full time

    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...


  • Urdaneta, Philippines HR TechX Corp. Full time

    Looking for a rewarding career that gives you income potential, flexibility, and the opportunity to help others? Join one of the top life insurance providers in the country as a Financial Sales Specialist. Key Responsibilities: Educate clients about financial planning, insurance, and investment solutions Build and maintain client relationships Conduct...


  • Urdaneta, Philippines HR TechX Corp. Full time

    Looking for a rewarding career that gives you income potential, flexibility, and the opportunity to help others? Join one of the top life insurance providers in the country as a Financial Sales Specialist. Key Responsibilities: Educate clients about financial planning, insurance, and investment solutions Build and maintain client relationships Conduct...


  • Urdaneta, Philippines HR TechX Corp. Full time

    Overview Job Title: Financial Solutions Specialist. Full Onsite | Monday to Friday | 8am to 5pm. Urgent Hiring: Pangasinan. 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...

  • Sales Executive

    3 weeks ago


    Urdaneta, Philippines HRTX Full time

    We'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

    2 weeks ago


    Urdaneta, Philippines HR TechX Corp. Full time

    Overview We'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,...

  • Sales Executive

    3 weeks ago


    Urdaneta, Philippines HR TechX Corp. Full time

    We'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,...

  • PRODUCT OFFICER

    3 weeks ago


    Urdaneta, Philippines SupportFinity™ Full time

    Overview It is the spirit of Bayanihan that drives us to continue our legacy of excellence and commitment to care. As an organization, we achieve our successes through good, honest, and persevering hard work — TOGETHER. It is in this way in which our company was built; we progressed as the country's leading Pharmaceutical company, not by sheer luck, but by...


  • Urdaneta, Philippines SupportFinity™ Full time

    Overview We're Hiring: Sr. Fullstack Developer! We are seeking an experienced and versatile Sr. Fullstack Developer to join our dynamic team. The ideal candidate will have extensive expertise in both frontend and backend technologies, with a proven track record of delivering scalable web applications and leading technical initiatives. Location: Muntinlupa,...

  • Sales Director

    3 weeks ago


    Urdaneta, Philippines SupportFinity™ Full time

    Overview As the Sales Director for the Philippines, you will lead Vertiv’s go-to-market strategy across key verticals—Enterprise, Channel, and Strategic Accounts—within a dynamic and high-growth territory. You will be responsible for driving profitable orders and revenue growth, building a high-performance sales culture, and strengthening Vertiv’s...