Bancassurance Advisor - Wealth & Insurance Growth

HRTx Inc; Marawi; On-site; PHP 279,000 - 446,000; Full time

Benefits offered by this job

HMO coverage for dependents

Life insurance

Retirement plan

Birthday leave

14th month pay

Attendance bonus

Mental health program

Laundry allowance

Rice subsidy

Christmas gift

Job summary

HRTx Inc is seeking a Bancassurance Sales Executive for on-site work in Mindanao, including Marawi City, to deliver tailored financial advice and drive client referrals.

You will assess client needs, propose insurance and investment solutions, and guide walk-in clients through product purchases and post-sale support. Fresh graduates are welcome; licensing support provided for advisors.

Qualifications

• Bachelor's degree 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.
• Willing to be deployed to an assigned bank branch location.
• Licensing as a financial advisor or insurance is an advantage; licensing support and training provided.

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 regulatory and company policies with complete and accurate documentation.

Skills

Communication

Interpersonal skills

Customer service

Sales experience

Team collaboration

Education

Bachelor's degree in Business/Finance/Marketing

Job description

HRTx Inc is seeking a Bancassurance Sales Executive for on-site work in Mindanao, including Marawi City, to deliver tailored financial advice and drive client referrals.

You will assess client needs, propose insurance and investment solutions, and guide walk-in clients through product purchases and post-sale support. Fresh graduates are welcome; licensing support provided for advisors.