Financial Solutions Specialist

1 week ago

Cebu City, Central Visayas, Philippines People Matter PH Full time ₱900,000 - ₱1,200,000 per year

KEY REPONSIBILITIES:

  • 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 customer satisfaction and retention.
  • Attend regular training sessions and product briefings to stay updated.
  • Prepare and submit sales reports and forecasts to management.
  • Ensure compliance with regulatory guidelines and company policies.

QUALIFICATIONS:

  • Bachelor's degree in Business, Finance, Marketing, or related field.
  • Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience)
  • Excellent communication, negotiation, and interpersonal skills.
  • Highly motivated, results-oriented, and customer-focused.
  • Ability to work independently and as part of a team.
  • Must be willing to be assigned in designated bank branches.

Job Type: Full-time

Application Question(s):

  • What is your expected salary?

Work Location: In person

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