Bancassurance Sales Executive

5 hours ago

Urdaneta, Ilocos, Philippines HRTX consulting Full time ₱150,000 - ₱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:

  • Pangasinan: 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

  • Bancassurance Sales Executive

    5 hours ago

    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...

  • Financial Sales/ Bancassurance

    5 hours ago

    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...

  • Sales Supervisor

    4 days ago

    Urdaneta, Ilocos, Philippines Batzam Sales Distribution Incorporation Full time ₱300,000 - ₱360,000 per year

    The Sales Supervisor is responsible for leading and overseeing the performance of eight (8) Sellers assigned in Baguio, Pangasinan, and La Union. This role ensures the achievement of sales targets, proper market coverage, and execution of trade programs. The Sales Supervisor will directly report to the Operations Manager (OM) and serve as a key driver of...

  • Sales Executive

    1 week ago

    Urdaneta, Ilocos, Philippines Astra Multimarket Corp. Full time ₱80,000 - ₱120,000 per year

    Candidate must be a college graduate.He/she should have excellent communication and interpersonal skillsWith at least 1-year of working experience in sales.People-oriented, highly dynamic, and determinedMust have a good customer service orientationCandidates with experience in the Automotive Industry have an advantage.Able to drive both two and four-wheeled...

  • Financial Solutions Specialist

    4 hours ago

    Urdaneta, Ilocos, Philippines HRTX consulting Full time ₱250,000 - ₱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...

  • Territory Sales Manager

    4 days ago

    Urdaneta, Ilocos, Philippines Millennial Zeal Technology Corporation Full time ₱900,000 - ₱1,200,000 per year

    Job Descriptions:Creates, communicates, and executes a vision for the sales team, establishing direction and providing context for sales activities。Train and guide sales staff to focus on the store's sales strategies as per company standards.Update Territory Sales Manager by consolidating, analyzing, and forwarding daily action summaries.Assist Territory...

  • Field Sales Supervisor

    4 days ago

    Urdaneta, Ilocos, Philippines Radiowealth Finance Company Full time ₱900,000 - ₱1,200,000 per year

    Job Summary:Primarily responsible for the overall sales performance of the assigned branch/s. The position is responsible for agent recruitment and development, execution of sales and marketing strategies and plan at the branch level through effective leadership and execution skills. Is also responsible for supporting the dealers/key account...

  • Sales Trainer

    2 days ago

    Urdaneta, Ilocos, Philippines Fiberhome Phils.,Inc. Full time ₱25,000 - ₱50,000 per year

    1、Implement Sales strategy in field2、Conduct skill gap analyses and prepare learning materials3、Evaluate the effectiveness of the training programs regularly4、Field training、classroom training to FSE/Channel partner5、Supervision of the execution of the delivery strategy from a third-party perspective、analyze the reasons for thedeviation、find...

  • Territory Sales Manager – Insurance

    5 hours ago

    Urdaneta, Ilocos, Philippines HRTX consulting Full time ₱630,000 - ₱840,000 per year

    Position: Area Sales ManagerLocation: PangasinanWork Setup: Onsite, Monday–Friday Morning ShiftBudget: 50, ,000 + other exciting benefitsJob Summary:We are looking for an experienced Insurance Area Sales Manager to lead and grow our sales operations. The role focuses on managing and motivating the area's sales team, driving insurance product sales, and...

  • Field Account Executive

    4 days ago

    Urdaneta, Ilocos, Philippines Simplex Industrial Corporation Full time ₱300,000 - ₱600,000 per year

    Job DescriptionGenerate sales, identify and acquire new clients, and consistently meet or exceed sales targets.Coordinate with the Telemarketer/Sales Secretary to follow up on required documents such as Purchase Orders (POs) to facilitate the creation of Sales Invoices.Monitor and follow up the Telemarketer/Sales Secretary's schedule to ensure smooth...