Bancassurance Sales Executive

2 hours ago

Cebu City, Central Visayas, Philippines HRTX Full time ₱300,000 - ₱600,000 per year

Job Title: Financial Solutions Specialist

Full Onsite | Monday to Friday | Day shift

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 (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.

  • Bancassurance Sales Executive

    1 hour ago

    Cebu City, Central Visayas, Philippines HRTX consulting Full time ₱150,000 - ₱300,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmThis 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...

  • Bancassurance Sales Executive

    5 minutes ago

    Cebu City, Central Visayas, Philippines HRTX consulting Full time ₱300,000 - ₱600,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: CebuThis 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...

  • Bancassurance Financial Solutions Specialist

    2 weeks ago

    Cebu City, Central Visayas, Philippines 44e4e303-cd44-4c4a-858c-f892d7f89c84 Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionAllianz PNB Life (AZPNB), established in 2016, is one of the leading life insurers in the Philippines, offering a wide range of Variable Life and Life protection products tailored for individuals and institutions. Based in Makati City, the company is the fastest-growing life insurance provider in the country in terms of premium income and...

  • Bancassurance Financial Advisor for Cebu

    13 minutes ago

    Cebu City, Central Visayas, Philippines EastWest Ageas Insurance Full time ₱60,000 - ₱120,000 per year

    Be a Financial Advisor in Cebu and earn 20K Base Salary + following Incentives:Earn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by performing your qualified bestUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest...

  • Sales Training Officer

    2 hours ago

    Cebu City, Central Visayas, Philippines Viventis Search Asia Full time ₱30,000 - ₱60,000 per year

    Hiring for location:Cebu CityThis role is tasked to represent and deliver the training and development objectives of the segments in achievement of the KPIs through training conduct, program facilitation, module design, performance monitoring and management, and collaboration with those directly (i.e. the Development Team) and indirectly engaged in their...

  • Sales Executive

    36 minutes ago

    Cebu City, Central Visayas, Philippines Clavano Printers Inc. Full time ₱120,000 - ₱180,000 per year

    Job Description:We are looking for a motivated Sales Executive to join our team. As a Sales Executive, you will be responsible for generating new business and expanding our customer base in Cebu City and neighboring areas. Your main role is to identify potential clients, provide them with the right printing solutions to meet their needs, and build...

  • Sales Executive

    2 weeks ago

    Cebu City, Central Visayas, Philippines Sunlight Express Airways Full time ₱900,000 - ₱1,200,000 per year

    Join Sunlight Air as a Sales Executive – Cebu, where you will handle B2B sales and extend our market reach. Utilize your travel industry experience to connect with key prospects, negotiate successfully, and create strong relationships with our partners. If you are passionate about sales and ready to contribute, we would love to have you on boardDuties and...

  • Sales Executives

    1 week ago

    Cebu City, Central Visayas, Philippines Sunlight Express Airways Full time ₱600,000 - ₱800,000 per year

    Join Sunlight Air as a Sales Executive for Cebu, where you will handle B2B sales and extend our market reach. Utilise your travel industry experience to connect with key prospects, negotiate successfully, and create strong relationships with our partners. If you are passionate about sales and ready to contribute, we would love to have you on boardDuties and...

  • Sales Executive

    50 minutes ago

    Cebu City, Central Visayas, Philippines Sonnet's Group Full time ₱80,000 - ₱120,000 per year

    The Sales Executive is responsible for identifying business opportunities, building client relationships, and executing marketing strategies to drive brand awareness and revenue growth. The role demands strong selling skills, marketing know-how, and a deep understanding of the food service and catering industry. From institutional clients to event-based...

  • Sales Executives

    20 minutes ago

    Cebu City, Central Visayas, Philippines Marie France Group of Companies Full time ₱800,000 - ₱1,200,000 per year

    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:Provides professional expertise and personalized customer service to...