Financial Solutions Specialist

3 days 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

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