financial solutions specialist

4 days ago

Davao City, Davao, Philippines People Matter PH Full time ₱480,000 - ₱720,000 per year

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:

  • Davao
  • Butuan
  • Agusan del Sur
  • Surigao
  • CDO
  • Ozamis
  • Iligan
  • Pagadian
  • Zamboanga

Job Type: Full-time

Pay: Php25, Php34,000.00 per month

Work Location: In person

  • Healthcare Collections Specialist

    2 days ago

    Davao City, Davao, Philippines Connext Global Solutions Inc Full time $70,000 - $120,000 per year

    Connext Global Solutions is a team of business process outsourcing experts and innovators, trusted by world-class companies across industries such as Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.We are currently hiring a Healthcare Collections Specialist to join our growing team and support one of our...

  • Financial Controller

    4 days ago

    Davao City, Davao, Philippines VA PLATINUM PTY LTD INC. Full time ₱900,000 - ₱1,200,000 per year

    Be one of VA Platinum's LeadersAbout VA PlatinumWe are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems.About the RoleThe Financial Controller is primarily responsible for planning, designing, and...

  • Sales Specialist

    2 weeks ago

    Davao City, Davao, Philippines FTH Club Full time ₱600,000 - ₱1,200,000 per year

    Company DescriptionFTH Club is a Philippine-based company dedicated to realizing the dreams of Filipinos by providing solid financial and investment plans. Our partnerships with international companies ensure that we offer the best financial services and investment options tailored to the needs of our clients. We are committed to training and developing our...

  • Financial Controller

    2 weeks ago

    Davao City, Davao, Philippines VA Platinum Full time ₱400,000 - ₱800,000 per year

    Be one of VA Platinum's LeadersAbout VA PlatinumWe are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems.About the RoleThe Financial Controller is primarily responsible for planning, designing, and...

  • Data and Financial Analyst

    2 weeks ago

    Davao City, Davao, Philippines TORCH Solutions Full time ₱900,000 - ₱1,200,000 per year

    This is a full-time Data and Financial Analyst role at office in Davao City, Davao del Sur. The successful candidate will be responsible for providing comprehensive data analysis and financial reporting to support the company's strategic decision-making. The role comes with the benefit of fixed weekends off.What you'll be doing• Develop and maintain...

  • Technical Support Specialist

    4 days ago

    Davao City, Davao, Philippines TORCH Solutions on behalf of TORCH Solutions Full time ₱180,000 - ₱300,000 per year

    TORCH Solutions on behalf of TORCH Solutions is hiring a Full time Technical Support Specialist role in Davao City, Davao Region. Apply now to be part of our team.Job summary:Flexible hours availableNo experience required for this roleExpected salary: ₱17,000 - ₱18,000 per monthResponsible for incoming calls from the customers, answering questions and...

  • Social Media Specialist

    4 days ago

    Davao City, Davao, Philippines Six Eleven Global Services & Solutions Full time ₱144,000 - ₱360,000 per year

    Six Eleven Global Services & Solutions is hiring a Full time Social Media Specialist role in Poblacion District, Davao Region. Apply now to be part of our team.Job summary:Flexible hours availableExpected salary: ₱25,000 per month

  • Customer Experience Specialist

    2 weeks ago

    Davao City, Davao, Philippines Full Potential Solutions Full time $40,000 - $60,000 per year

    About Us Full Potential Solutions (FPS) is a performance-based analytically driven omnichannel solutions organization with operations in Kansas City, MO, Chennai, India, Bogota, Colombia, and Manila, Philippines that puts culture and employees first. We are a rapidly growing global company, employing the best people, processes and proprietary technology to...

  • Social Media Specialist

    4 days ago

    Davao City, Davao, Philippines Six Eleven Global Services & Solutions. on behalf of Six Eleven Global Services & Solutions Full time ₱144,000 - ₱360,000 per year

    Six Eleven Global Services & Solutions. on behalf of Six Eleven Global Services & Solutions is hiring a Full time Social Media Specialist role in Poblacion District, Davao Region. Apply now to be part of our team.Job summary:Flexible hours available1 year of relevant work experience required for this roleExpected salary: ₱25,000 per month

  • Accounting Manager

    1 week ago

    Davao City, Davao, Philippines GLOBAL FOODS & DRINKS SPECIALIST CORP Full time ₱180,000 - ₱240,000 per year

    We're Hiring: Accounting ManagerGlobal Foods & Drinks Specialist Corp (Fika Cafe)Are you ready to take the next step in your accounting career—or just starting out and eager to grow? Join our team at Fika Cafe, where passion meets precision in every cup and every ledger.Location: Davao CityEmployment Type: Full-timeStart Date: ASAPWhat You'll Do:Prepare...