Financial Sales Specialists

3 days ago

Cebu City, Central Visayas, Philippines HRTX consulting Full time

Job Title: Financial Solutions Specialist

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

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

Education:

  • Bachelor's (Required)

Experience:

  • Bancassurance Sales: 1 year (Preferred)

License/Certification:

  • Financial advisor or insurance agent licenses (Preferred)

Work Location: In person

  • Financial & Accounting Specialist

    7 days ago

    Cebu City, Central Visayas, Philippines Xternity Services Full time ₱181,320 - ₱188,331 per year

    Join Our Team as an Accounting & Financial SpecialistAre you ready to be the guardian of financial health and integrity? We're seeking a Finance Officer with a passion for precision and a flair for numbers to join our team. Your Role:As an Accounting & Financial Specialist, you'll be at the forefront of safeguarding our financial well-being. Your...

  • Financial Sales Associate

    7 days ago

    Cebu City, Central Visayas, Philippines Manulife Full time ₱1,500,000 - ₱3,000,000 per year

    The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.Position ResponsibilitiesThe Financial Sales Associate is responsible for providing...

  • Financial Solutions Specialist

    12 hours ago

    Cebu City, Central Visayas, Philippines HRTX Full time

    Work Schedule: Monday to Friday (Bank Operating Hours)Location: Cebu BranchesIndustry: Bank IndustryKey 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...

  • Sales Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines Hitachi Energy Full time ₱1,200,000 - ₱3,600,000 per year

    The opportunity:We are looking for a Sales Specialist in Central and Eastern Visayas who will be responsible for Sales of all Hitachi Energy Products and Services (High Voltage, Transformer, Grid Integration, Grid Automation, Service) in accordance with Business Unit strategy and will report to Head of Sales in Philippines.You can be based in either Central...

  • Financial Solutions Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines People Matter PH Full time ₱900,000 - ₱1,200,000 per year

    KEY 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 Specialist

    3 days ago

    Cebu City, Central Visayas, Philippines People Matter PH Full time

    Work Schedule: Bank Operating HoursLocation: Cebu BranchesKey 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...

  • Sales Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines Vazyme Medical Full time ₱600,000 - ₱800,000 per year

    Sales Specialist (Laboratory/In-Vitro Diagnostic Products) - Work Locations: Main Cities in Visayas / Mindanao.Responsibilities:Responsible for sales of specialized IVD products within the assigned region.Assist superiors in managing and maintaining sales channels, developing the market, collecting market information, and achieving sales targets.Provide...

  • Financial Sales Executive

    7 days ago

    Cebu City, Central Visayas, Philippines Group of Companies Full time ₱600,000 - ₱800,000 per year

    Responsibilities: Conduct lead generation activitiesSchedule appointments with customers Analyze financial needs and provide customized solutions Prepare and submit customer applications.Maintain customer relationships through after-sales serviceBuild a long-term relationship with bank partners Encourage bank partners to refer customers Refer customers to...

  • Sales Specialist

    13 hours ago

    Cebu City, Central Visayas, Philippines IPASS Business Processing Services Inc. Full time

    We are thrilled to share an employment opportunity that may be a great match for your skills and career goals. IPASS Business Processing Services Inc. is currently hiring for Sales Specialists, and we believe you may be a strong candidate for this role. As a Sales Specialist, you will play an important role in helping our company grow by connecting with...

  • Sales Demo Booking Specialist

    7 days ago

    Cebu City, Central Visayas, Philippines MyCareer+ Full time ₱900,000 - ₱1,200,000 per year

    Sales Demo Booking SpecialistLocation: Onsite CebuEmployment Type: Full-time, PermanentJob SummaryWe are seeking enthusiastic and results-driven Sales Demo Booking Specialists to join our dynamic sales team. In this role, you will be responsible for making outbound calls to existing clients, scheduling appointments for our Inside Sales Demo Specialists, and...