Bancassurance Executive

HRTx Inc; Cebu City; On-site; PHP 240,000 - 360,000; Full time

Job summary

HRTx Inc in Cebu City is seeking a Bancassurance Executive to identify sales opportunities, promote financial/insurance products, and build lasting client relationships. You will conduct product presentations and strive to meet monthly targets in a full onsite setup.

The role focuses on a customer-facing approach with strong communication and negotiation skills to drive growth in the bancassurance portfolio while maintaining high service standards.

Qualifications

• Minimum 1 year of sales or customer-facing experience.
• Strong communication, interpersonal, and negotiation skills.
• Proven track record of meeting or exceeding sales targets.
• Customer-focused with excellent relationship-building capabilities.

Responsibilities

• Identify and generate new sales opportunities through networking, cold calling, and referrals.
• Present, promote, and sell financial/insurance products with confidence.
• Build and maintain strong, long-term client relationships.
• Conduct personalized product demonstrations and presentations.
• Meet and exceed monthly sales targets.
• Submit timely sales reports, forecasts, and market feedback.

Skills

Sales

Communication

Negotiation

Customer relations

Job description

Bancassurance Executive

Location: Cebu City
Work Setup: Full Onsite
Work Schedule: Morning Shift, Monday to Friday

Key Responsibilities

• Identify and generate new sales opportunities through networking, cold calling, and referrals.


• Present, promote, and sell financial/insurance products with confidence.


• Build and maintain strong, long-term client relationships.


• Conduct personalized product demonstrations and presentations.


• Meet and exceed monthly sales targets.


• Submit timely sales reports, forecasts, and market feedback
  

Qualifications

• At least 1 year of sales or customer-facing experience.


• Strong communication, interpersonal, and negotiation skills.


• Proven track record of meeting or exceeding sales targets.


• Customer-focused with excellent relationship-building capabilities.