Bank Insurance Sales

2 days ago

Manila, National Capital Region, Philippines Primus@Knowledge Specialists, Inc. Full time ₱240,000 - ₱360,000 per year

About the Role:

We are seeking a driven and results-oriented Financial Sales Executive to join our growing team. You will be responsible for identifying client needs, offering financial solutions, and achieving sales targets across a portfolio of financial products, including insurance, investments, and savings plans.

Qualifications:

Bachelor's degree (Open for career shifters)

Excellent communication and interpersonal skills

Willing to be assigned with bank partners

Willing to work ONSITE (Schedule: Banking hours)

Responsibilities:

Conduct lead generation activities

Schedule appointments with customers

Analyze financial needs and provide customized solutions

Prepare and submit customer applications

Maintain customer relationships through after-sales service

Build a long-term relationship with bank partners

Encourage bank partners to refer customers

Refer customers to the bank for loans or savings/checking accounts

Keep the branch informed of daily activities, performance, and referrals

Complete the Onboarding Program for technical and soft skills

Perks:

Competitive base salary plus attractive commissions and performance bonuses

Ongoing training and professional development opportunities. (Tools and Equipment Provided.)

Career growth within a dynamic and supportive environment.

Job Type: Full-time

Pay: Php16, Php18,000.00 per month

Work Location: In person

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