Finance Sales Executive

2 weeks ago

Makati City, National Capital Region, Philippines HRTX Full time ₱200,000 - ₱300,000 per year

Job Title: Financial Solutions Specialist (Bancassurance)

Schedule & Setup: Full Onsite | Monday to Friday | 8am to 5pm

Multiple vacancies across NCR.

Qualifications:

  • Bachelor's degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year 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.

Competitive Benefits:

  • Commissions
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.

Job Type: Full-time

Pay: Php25,000.00 per month

Ability to commute/relocate:

  • Makati: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Sales / Bancassurance: 1 year (Preferred)

Work Location: In person

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