
financial solutions specialist
4 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:
- 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 yearConnext 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...
-
Email Solutions Specialist
3 weeks ago
Davao City, Davao, Philippines SMDigital-PH Full timeAbout the Email Solutions SpecialistThis is a multi-functional role and is only for candidates looking for a GREAT experience, a fast-paced environment, meaningful responsibilities, and an ability to contribute and earn a great wage.This is NOT for everyone.You must be proactive, a strong communicator, well-organized, and recognize that YOUR role will make a...
-
Data and Financial Analyst
2 weeks ago
Davao City, Davao, Philippines TORCH Solutions Full time ₱900,000 - ₱1,200,000 per yearThis 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 yearTORCH 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...
-
Financial Controller
4 days ago
Davao City, Davao, Philippines VA PLATINUM PTY LTD INC. Full time ₱900,000 - ₱1,200,000 per yearBe 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...
-
Social Media Specialist
4 days ago
Davao City, Davao, Philippines Six Eleven Global Services & Solutions Full time ₱144,000 - ₱360,000 per yearSix 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
-
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 yearSix 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
-
Data and Financial Analyst
4 days ago
Davao City, Davao, Philippines Talent Outsourcing Channel Solutions Full time $104,000 - $130,878 per yearThis full-time Data and Financial Analyst role offers fixed weekend time off, based in Davao City, Davao del Sur. You will be responsible for providing in-depth data analysis and financial reporting to support the company's strategic decision-making.What you'll be doing• Develop and maintain complex financial models for investment sales, financings, joint...
-
Territory Solutions Lead
3 weeks ago
Davao City, Davao, Philippines Maya Full timeOverviewThe Territory Solutions Lead is a results-oriented and experienced sales professional that manages relations with accredited partners and agents. They drive the achievement of daily/monthly/quarterly/annual targets through its partners and aggregators. The individual should have area sales and financial management expertise in the assigned territory,...
-
Territory Solutions Lead
3 weeks ago
Davao City, Davao, Philippines Maya Full timeOverviewOverview: The Territory Solutions Lead is a results-oriented and experienced sales personnel that manages relations with accredited partner & agents. They drive the achievement of the daily/monthly/quarterly/annual targets through its partners & aggregator. It is expected that the individual has area sales & financial management expertise in the...