Bancassurance Sales Specialists

2 weeks ago

Batangas, Calabarzon, Philippines HRTX Full time ₱250,000 - ₱350,000 per year


Job Title: Financial Solutions Specialist (Bancassurance)

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

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, but not required (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.

  • the outlets batangas: cashier and sales consultant

    2 weeks ago

    Batangas, Calabarzon, Philippines Stores Specialists Inc. Full time ₱20,000 - ₱40,000 per year

    Candidate must possess at least Vocational Diploma/Short Course Certificate in any field/SHS graduate.Required language(s): English, FilipinoSales Consultant: with or without experience.Cashier: atleast 6 months experience, familiar with pos machine, debit/credit cards, digital payments and gift certificates.Required Skill(s): Communication skills, Strategic...

  • sales specialist-batangas city

    2 weeks ago

    Batangas, Calabarzon, Philippines JBW FloorCenter, Inc. Full time ₱150,000 - ₱250,000 per year

    SALES CONSULTANT-BATANGAS CITY(DIVERSION)NOTE: WE OFFERHigh performers are rewarded with our unlimited incentive scheme.Direct Hiring\Probationary StatusGood Salary Packagemandatory BenefitsFree UniformRole and Responsibilitiesü Assisting walk-in clients, promoting and explaining the productsü Developing sales strategies and setting up goals.ü Generating...

  • Marketing Specialist

    2 weeks ago

    Batangas, Calabarzon, Philippines Wastecon, Inc. Full time ₱400,000 - ₱600,000 per year

    Drives Brand AwarenessGenerates leads and salesUnderstand the market and customerSupports products/ service launches and campaignsImproves online presenceEnhances Customer EngagementSupports sales and business goalsAnalyzes and optimizes campaignsManages brands reputationKeeps the business competitiveJob Type: Full-timeBenefits:Company eventsOn-site...

  • Bancassurance Sales Specialists

    4 weeks ago

    Batangas City, Philippines HR TechX Corp. Full time

    Job Title: Financial Solutions Specialist (Bancassurance) Full Onsite | Monday to Friday | 8am to 5pm This 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...

  • Bancassurance Sales Specialists

    2 weeks ago

    Batangas City, Philippines HRTX Full time

    Job Title: Financial Solutions Specialist (Bancassurance) Full Onsite | Monday to Friday | 8am to 5pm 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...

  • Sales Executive

    4 weeks ago

    Batangas City, Philippines HR TechX Corp. Full time

    We're Hiring: Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday) Are you a motivated sales professional who loves meeting people and helping them reach their goals? We're looking for passionate individuals who want to grow their careers and make a real impact. Locations North Luzon Cagayan, Isabela, Vigan, Laoag, Baguio,...

  • Sales Executive

    4 weeks ago

    Batangas City, Philippines HR TechX Corp. Full time

    We're Hiring: Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday) Are you a motivated sales professional who loves meeting people and helping them reach their goals? We're looking for passionate individuals who want to grow their careers and make a real impact. Locations North Luzon: Cagayan, Isabela, Vigan, Laoag, Baguio,...

  • Financial Specialist

    3 weeks ago

    Batangas City, Philippines HRTX Full time

    Job Title: Financial Solutions Specialist Full Onsite | Monday to Friday | 8am to 5pm Available Locations: Metro Manila, South Luzon, North Luzon his 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...

  • E-Commerce Sales Support Specialist

    2 weeks ago

    Batangas City, Philippines TalentPop App Full time

    Job Overview Join TalentPop App as an E-Commerce Sales Support Specialist. At TalentPop App, we’re redefining how e-commerce brands connect with their customers — turning every interaction into an opportunity for engagement, retention, and sales. As a E-Commerce Sales Support Specialist , you’ll be the voice that helps customers complete their shopping...

  • Leads Generation Specialist

    3 weeks ago

    Batangas City, Philippines Cloudstaff Full time

    Join to apply for the Leads Generation Specialist role at Cloudstaff . We are currently on the lookout for a Lead Generation Specialist & Admin Support to join our team at Cloudstaff. Attach a 1‑2 minute video intro and your updated CV to become a priority applicant. Role Lead Generation Specialist & Admin Support Work Arrangement Work From Home Location...

  • Sales Marketing Specialist

    4 weeks ago

    Batangas City, Philippines Cyberbacker Careers Full time

    Key Responsibilities Dominate your market: Identify, target, and win new business opportunities like the sales pro you are. Crush your quotas: We don’t care about excuses – we care about results. Exceed monthly and quarterly sales goals, and then push for more. Sell with confidence: Be the expert, the trusted advisor, and the authority in your space. You...

  • Sales Executives

    4 weeks ago

    Batangas City, Philippines Marie France Group of Companies Full time

    Senior Talent Acquisition Specialist @ Marie France Group of Companies Position Overview: We are looking for results-driven Sales Executives who share our passion and commitment to helping our clients become a better version of themselves by recommending our products and services that our customers have grown to rely on over the years. Key Responsibilities...

  • Digital Sales VA

    3 weeks ago

    Batangas City, Philippines TalentPop App Full time

    Join TalentPop – Where Top Performers Thrive Are you a top-tier performer? The kind of person who doesn’t just meet goals—you shatter them? TalentPop partners with the world’s most dynamic, high-growth e-commerce brands and we’re looking for an elite group of sales-minded individuals to join our team. This is a high-octane, revenue-driving position...