Bancassurance Sales Executive

8 hours ago

Binondo, Philippines HRTX consulting Full time ₱300,000 - ₱450,000 per year

Job Title: Financial Solutions Specialist

Full Onsite | Monday to Friday | 8am to 5pm

Urgent Hiring: Binondo

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.

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:

  • Binondo: 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 Supervisor

    1 week ago

    Binondo, Manila City, Philippines WHR Global Consulting Full time

    POSITION TITLE: Bancassurance Supervisor - Non-life Insurance WORK LOCATION: Binondo, Manila City WORK SETUP: Full-Time, Onsite SALARY: PHP 30,000 – 35,000 JOB SUMMARY: As a Sales Officer/Leader (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing our branch office's efficient and effective operation....

  • Sales Executive

    10 hours ago

    Binondo, Philippines Cobankiat Marketing Corporation Full time ₱144,000 - ₱300,000 per year

    Qualifications:►Degree in any Business-related or Engineering course►High School Graduate and College Level are also welcome to apply►With at least one (1) year experience as a Sales Executive►With excellent negotiation skills►Willing to do fieldworks (NCR & LUZON)Duties and ResponsibilitiesIdentifies business opportunities by identifying prospects...

  • Sales Executive Assistant

    2 weeks ago

    Binondo, Philippines Global Quest Consulting Group, Inc. Full time ₱264,000 per year

    A bachelor's degree in business, marketing, or a related field.1 year of sales experiencePersuasive presentation skills, with experience delivering tailored pitches to executives or decision-makers.Exceptional communication, negotiation, and interpersonal skills.Proficiency in CRM tools, such as Salesforce or HubSpot, and familiarity with data-driven sales...

  • Hokkien Property Sales Executive

    5 days ago

    Binondo, Philippines J-K Network Services Full time

    Company Profile: One of the Global realty companies that is committed to delivering exceptional service, innovative marketing strategies, and expert guidance to help clients achieve their property goals. It is a trusted leader in the real estate industry, providing comprehensive property solutions for residential, commercial, and investment needs. They...

  • Account Executive

    2 weeks ago

    Binondo, Philippines Arrowhead Logistics Services Full time ₱25,000 - ₱300,000 per year

    JOB SUMMARY:As a Sales Executive, your primary responsibility is to generate new sales account and to ensure business continuity.You will be under the direct supervision of a Sales manager.MAJOR RESPONSIBILITIES:Identify and target potential customers for domestic freight forwarding services. Actively prospect and generate leads through various channels such...

  • Sales Admin Assistant

    4 days ago

    Binondo, Metro Manila, Philippines Times Trading Co., Inc. Full time

    Our Sales Admin Assistant is mainly responsible to support the Sales Account Executive for admin works and support in attending the sales back-office processJob DescriptionHandle account inquiries and knowledgeable to the account products and itemsPrepare sales quotation and process orders of clientsPrepare and process orders via email and phoneContact...

  • Marketing Head

    2 weeks ago

    Binondo, Philippines Living Innovations Full time ₱25,000 - ₱35,000 per year

    Marketing Manager – Deli PHQualificationsBachelor's degree in Marketing, Business Administration, or related field.Minimum 5 years of experience in marketing, preferably in F&B, retail, or lifestyle brands.Strong background in digital marketing, brand management, and promotions.Skilled in content creation and campaign management through Facebook,...

  • Digital Marketing Manager

    2 weeks ago

    Binondo, Philippines HAP SUY HARDWARE Full time ₱120,000 - ₱180,000 per year

    · Plan and execute all digital marketing, including SEM/SEO to:A. Plan, implement, and monitor digital marketing campaigns across all digital networks including SEM/SEO, email marketing, database marketing, etc.B. Plan and manage all social media platforms including marketplace.e-commerce sites (eg. Lazada, Shopee, etc.C. Evaluate vital metrics that affect...

  • Ads Specialist

    10 hours ago

    Binondo, Philippines Klaiya Full time ₱280,000 - ₱420,000 per year

    Job Responsibilities1. Campaign Strategy & Planning:Develop and implement TikTok advertising strategies aligned with business goals (e.g., brand awareness, lead generation, sales).Identify target audiences and create tailored ad campaigns to reach them effectively.Stay updated on paltform trends, features, and best practices to ensure campaigns are...

  • Marketing Officer

    2 weeks ago

    Binondo P, Philippines Dynamic Personnel Assistance Management Full time ₱250,000 - ₱350,000 per year

    A Marketing Officer is responsible for developing, implementing, and executing marketing strategies to promote the company's products or services, attract potential customers, and retain existing ones. This role involves planning campaigns, conducting market research, analyzing trends, and coordinating with internal teams to achieve business...