Financial Solutions Specialist
2 days ago
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
Ability to commute/relocate:
- Isabela City: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Bancassurance Sales: 1 year (Preferred)
License/Certification:
- Financial advisor or insurance agent licenses (Preferred)
Work Location: In person
-
financial solutions specialist
2 days ago
Isabela, Autonomous Region in Muslim Mindanao, Philippines People Matter PH Full time ₱408,000 per yearAs a Financial Solutions Specialist under the Bancassurance channel, you will be embedded within bank branches and responsible for offering tailored financial solutions to clients, promoting insurance and investment products. This role involves building strong relationships with bank staff and customers, understanding their financial goals, and delivering...
-
Financial Solutions Specialist
2 days ago
Isabela, Autonomous Region in Muslim Mindanao, Philippines People Matter PH Full time ₱250,000 - ₱500,000 per yearWork Schedule: Bank Operating HoursLocation: Isabela 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 Executive
1 week ago
Isabela, Autonomous Region in Muslim Mindanao, Philippines HRTX Full time ₱300,000 - ₱600,000 per yearSales Executive - BancassuranceWe'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.Open for nationwideWhat Youll Do:Find...
-
Junior Sales Executive
1 week ago
Isabela, Autonomous Region in Muslim Mindanao, Philippines Certuso Structural Specialists Corporation Full time ₱150,000 - ₱250,000 per yearAbout usCertuso Structural Specialists Corporation is the Philippines' trusted provider of steel sheet pile solutions. We are the leading distributor of MHZ sheet piles in the country and an established provider of hot-rolled steel sheet pile products for nearly a decade. We aim to continuously contribute to the improvement of Filipino lives through...
-
Talent Acquisition Specialist
4 weeks ago
Isabela, Philippines Paramount Human Resource Multi-Purpose Cooperative Full timeWILLING TO TRAIN HERE AT HEAD OFFICE QUEZON CITY ALL EXPENSE IS CHARGED TO COMPANY CAN HANDLE PRESSURE CAN START ASAP Paramount Human Resource Multi‑Purpose Cooperative, established in 2005, is a registered cooperative dedicated to empowering Filipino skilled workers and providing top‑quality manpower solutions to over 100 partner organizations across...
-
Accounting Specialist
3 weeks ago
Isabela, Philippines Talavera Meganorth Holdings Corporation Full timeResponsibilities Receive and review requests for payment, together with its attachments (for operating expenses). Verify approval of request prior to processing of vouchers for payment: EXECOM members, MANCOM members, Executive Vice Presidents, President Manage/ update records of all checks issued in the Check Disbursement Journal Expenses (and in SAP...
-
Bookkeeper
4 weeks ago
Isabela, Philippines Golden Richland Farm Corporation Full timePosition: Bookkeeper Reports to: Operations Accounting Specialist Reporting: Monday to Saturday (8:00 am-5:00 pm) About the role Golden Richland Farm Corporation is seeking a full-time Bookkeeper to join our Accounting and Finance Department team in San Mateo, Isabela. In this role, you will be responsible for maintaining accurate financial records,...
-
Sales Executive
7 days ago
Isabela, Philippines HRTX Full timeAbout the job Sales Executive - Bancassurance w/ 14th month 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. Open for...
-
Loan Officer
3 weeks ago
Isabela, Philippines Talavera Meganorth Holdings Corporation Full timeOn-site - Isabela 1-3 Yrs Exp Bachelor Full-time Share Job Description Government Mandated Benefits Maternity & Paternity Leave, Sick Leave, Vacation Leave Monitors loan processes and payments Process new loan applications and loan renewals; Prepare loan documents such as Real Estate Mortgage, Promissory note and other supporting documents for the timely...
-
Treasury Assistant
3 weeks ago
Isabela, Philippines Talavera Meganorth Holdings Corporation Full timeOn-site - Isabela 1-3 Yrs Exp Bachelor Full-time Job Description Government Mandated Benefits Company Social Events Maternity & Paternity Leave, Sick Leave, Vacation Leave Others Preview HR Department Talavera Active within three days Working Location 2nd floor, San Fermin. San Fermin, Cauayan City, Isabela, Philippines If the position requires you to work...
-
Architect
3 weeks ago
Isabela, Philippines Talavera Meganorth Holdings Corporation Full timeA. SUMMARY OF FUNCTIONS: Design new buildings, extensions or alterations to existing buildings and advise on the restoration and conservation of old properties. Work on a large redevelopment schemes, and responsible for the design of the surrounding landscape and spaces. B. DUTIES AND RESPONSIBILITIES: Planning, Assessment, and Presentation Construct and...
-
tele collection specialist
2 days ago
Cauayan, Isabela, Philippines Country Funders Finance Corporation Full time ₱120,000 - ₱360,000 per yearREQUIREMENTS:With Excellent verbal and written communication skillsIntermediate level in MS OfficeOpen for fresh graduatesDUTIES & RESPONSIBILITIESEnsure that all clients are reminded of their amortization through text or call.Maintain a positive and cooperative tone at all times with the borrowers and deals with borrowers in a manner which shows empathy,...
-
Banking Sales Officer
2 days ago
Roxas, Isabela, Philippines Likha Careers Full time ₱1,500,000 - ₱1,800,000 per yearExperience Level: Entry - Individual ContributorEmployment Type: Full-timeWork Setup: On-site (Bank Branch)Location: Isabela: (Roxas & Ilagan)Industry: BancassuranceBase Salary: PHP 15, ,000About the Job:As a Banking Sales Officer, your primary responsibility is to achieve the bank's sales targets by offering customer-centric financial solutions that align...
-
Accounts Receivable
2 weeks ago
San Mateo, Isabela, Philippines Golden Richland Farm Corporation Full time ₱900,000 - ₱1,200,000 per yearPosition: Accounts ReceivableReports to: General AccountantReporting: Monday to Saturday (8:00 am-5:00 pm)About the roleGolden Richland Farm Corporation is seeking a full-time Accounts Receivable to join our Accounting and Finance Department team in San Mateo, Isabela. In this role, you will be responsible for managing and optimising the company's accounts...