Finance Sales Executive

1 week ago

Manila, National Capital Region, Philippines HRTX Full time ₱200,000 - ₱300,000 per year

Job Title: Financial Solutions Specialist (Bancassurance)

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

Multiple vacancies across NCR.

Qualifications:

  • Bachelor's degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year 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
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.

Job Type: Full-time

Pay: Php25,000.00 per month

Ability to commute/relocate:

  • Manila: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Sales / Bancassurance: 1 year (Preferred)

Work Location: In person

  • Junior Finance Executive

    3 days ago

    Manila, National Capital Region, Philippines the Hive Full time ₱300,000 - ₱600,000 per year

    The Flexi Group is a collection of beautifully designed flexible workspace brands with spaces across Asia Pacific and Australia. Our brands include The Hive, Common Ground and The Cluster, each bringing our community a unique member experience. We build, nurture and expand a community of professionals, serving as a hub for connection and collaboration for...

  • Junior Finance Executive

    3 days ago

    Manila, National Capital Region, Philippines the Hive Hong Kong Full time ₱300,000 - ₱600,000 per year

    The Flexi Group is a collection of beautifully designed flexible workspace brands with spaces across Asia Pacific and Australia. Our brands include The Hive, Common Ground and The Cluster, each bringing our community a unique member experience. We build, nurture and expand a community of professionals, serving as a hub for connection and collaboration for...

  • Junior Finance Executive

    3 days ago

    Manila, National Capital Region, Philippines the Hive Full time ₱1,200,000 - ₱2,400,000 per year

    The Flexi Group is a collection of beautifully designed flexible workspace brands with spaces across Asia Pacific and Australia. Our brands include The Hive, Common Ground and The Cluster, each bringing our community a unique member experience. We build, nurture and expand a community of professionals, serving as a hub for connection and collaboration for...

  • Finance Executive

    1 week ago

    Manila, National Capital Region, Philippines Inspira Enterprise Full time ₱900,000 - ₱1,200,000 per year

    Job Description:Understand Sales & Procurement process.Support the sales team in relevant matters pertaining to commercial, finance & TaxationFollow-up & Act as one point of contact with Customer & Vendor for compliance documentation.Liaise with operations, finance, procurement, and logistics teams to ensure order fulfillment and smooth client...

  • Sales Executive

    2 weeks ago

    Manila, National Capital Region, Philippines HARTECH SOLUTIONS Full time ₱250,000 per year

    Job Description:We are looking for a motivated and results-driven Sales Executive to join our team. The Sales Executive will be responsible for identifying new business opportunities, maintaining client relationships, and achieving sales targets. This role requires strong communication and negotiation skills, as well as the ability to deliver excellent...

  • Sales Supervisor/Manager

    3 days ago

    Manila, National Capital Region, Philippines EuroAsia Executive Search Inc. Full time ₱1,500,000 - ₱2,500,000 per year

    Our client is a well-established organization in the high-end building and finishing materials sector, offering a premium range of products including tiles, bathroom fixtures, and luxury home solutions. Recognized for its strong brand presence and commitment to quality, the company continues to serve architects, interior designers, contractors, and...

  • Sales Executive

    1 week ago

    Manila, National Capital Region, Philippines PeoplesHR Full time ₱1,500,000 - ₱3,000,000 per year

    About UsPeoplesHR is a leading HR Tech company focusing on the APAC, Africa, and Middle East regions. The Company's roots are in Colombo, Sri Lanka, and has grown over the years with offices currently in the Philippines, Singapore, Bangladesh, and Australia. The Company's signature "PeoplesHR" platform caters to over 1,450 public and private sector...

  • Sales Executive

    7 days ago

    Manila, National Capital Region, Philippines LEDE 168 Corporation Full time ₱144,000 - ₱720,000 per year

    Qualifications:· Candidate must possess at least a Bachelor's/College Degree – Engineering, Architecture, Business, Media & Communication or other related courses.· Good in both oral and written communication skills, Computer literate.· Hardworking, result-oriented and self-driven team player with a positive attitude.· With high confidence· Knowledge...

  • Sales Executive

    5 days ago

    Manila, National Capital Region, Philippines Pure Living Wellness International Inc Full time ₱420,000 - ₱540,000 per year

    Vino Enoteca Manila Corp. is a trusted importer and distributor of premium wines, spirits, and liqueurs. We bring world-class selections to restaurants, hotels, retailers, and wine enthusiasts across the Philippines.We are looking for a driven Sales Executive to join our team If you're passionate about premium beverages, client relationships, and sales...

  • Sales Executive

    2 weeks ago

    Manila, National Capital Region, Philippines Multi Frozen Food Mart Corp Full time ₱80,000 - ₱120,000 per year

    NCR Sales AgentsQualificationsMust have 2 years and above experience in sales of frozen goods like beef, pork and chicken.MUST HAVE A MOTORCYCLE and a valid driver's licenseFRESH GRADUATES are welcome to applyRelevant sales experience is an advantageWilling to do field sales work, especially visits to wet marketsWilling to be deployed anywhere in NCR; must...