financial solutions specialist
5 days ago
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.
Branch Location:
- Palawan
- Cebu
- Negros Oriental
- Negros Occidental
- Tagbilaran
- Bohol
- Dumaguete
- Iloilo
- Leyte
- Samar
Job Type: Full-time
Pay: Php25, Php34,000.00 per month
Work Location: In person
-
Financial Solutions Specialist
5 days ago
Cebu City, Central Visayas, Philippines Allianz PNB Life Full time ₱900,000 - ₱1,200,000 per yearCompany DescriptionAllianz PNB Life (AZPNB) is among the major life insurers in the Philippines, having begun operations in 2016. AZPNB is the country's fastest-growing life insurance company in terms of premium income and a leading provider of Variable Life products. Headquartered in One Ayala, Makati City, AZPNB operates 11 business centers nationwide and...
-
Financial Solutions Specialist
1 week ago
Cebu City, Central Visayas, Philippines People Matter PH Full time ₱900,000 - ₱1,200,000 per yearKEY REPONSIBILITIES: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...
-
Financial Solutions Consultant
5 days ago
Cebu City, Central Visayas, Philippines FWD Life Insurance Corporation Full time ₱1,200,000 - ₱2,400,000 per yearJob Summary:As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...
-
Customer Solutions Specialist
2 weeks ago
Cebu City, Central Visayas, Philippines J-K Network Manpower Services Full time ₱268,800 - ₱336,000 per yearCOMPANY PROFILE: Creative Company who is one of the leading European provider of online presence solutions, cloud hosting, and digital marketing services, empowering businesses to establish and grow their digital footprint.Position: Customer Solutions Specialist | Product Support Specialist | Application Support SpecialistCompany Industry: Creative / Digital...
-
Customer Experience Specialist
5 days ago
Cebu City, Central Visayas, Philippines Stark Asia Solutions Inc. Full time ₱20,000 - ₱25,000 per yearCustomer Experience Specialist – FinancialLocation: Cebu CityWork Setup: Onsite | Shifting ScheduleBuild a Meaningful Career in Customer ServiceStep into a rewarding role as a Customer Experience Specialist and become the first point of contact for customers who need reliable support and clear solutions. You'll be part of a dynamic team that values...
-
Customer Experience Specialist
4 days ago
Cebu City, Central Visayas, Philippines Stark Asia Solutions, Inc Full time ₱20,000 - ₱25,000 per yearCustomer Experience Specialist – FinancialLocation: Cebu CityWork Setup: Onsite | Shifting ScheduleBuild a Meaningful Career in Customer ServiceStep into a rewarding role as a Customer Experience Specialist and become the first point of contact for customers who need reliable support and clear solutions. You'll be part of a dynamic team that values...
-
Accounting Software Specialist
3 days ago
Cebu City, Central Visayas, Philippines Virtual Staffing Solutions Full time ₱900,000 - ₱1,200,000 per yearDescriptionOverviewWe are seeking a detail-oriented and experienced Accounting Specialist with strong knowledge of spend-management platforms, particularly Ramp. The ideal candidate will have at least one year of direct Ramp experience, or equivalent experience with financial/accounting software such as QuickBooks, NetSuite, or other spend-management tools....
-
Specialist, Financial Systems
5 days ago
Cebu City, Central Visayas, Philippines Dover Business Services Full time ₱1,200,000 - ₱2,400,000 per yearPOSITION TITLE: Specialist – Financial SystemsREPORTING TO:Financial Systems – Senior Team LeadLOCATION:Cebu, PhilippinesSummary Description:The position entails the development of dashboards, the transformation of data from diverse sources, the design of effective data models, and the visual creation of reports. Furthermore, the role encompasses...
-
Client Success Specialist
5 days ago
Cebu City, Central Visayas, Philippines VenturEd Solutions Full time ₱600,000 - ₱1,200,000 per yearFor more than 40 years, VenturEd Solutions has been supporting K-12 private and independent schools. We offer a comprehensive suite of software tools for admissions, enrollment, financial aid, tuition management, student information, communication, fundraising, and accounting. These tools empower schools to fulfill their missions and deliver exceptional...
-
Financial Services Representative
4 days ago
Cebu City, Central Visayas, Philippines Stark Asia Solutions Inc. Full time ₱20,000 - ₱26,000 per yearFinancial Services RepresentativeLocation: Cebu CityWork Setup: Onsite | Shifting ScheduleShape Your Career in Customer ExperienceJoin a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support,...