Bancassurance Financial Advisor

City People Solutions Inc.; Muntinlupa; On-site; PHP 300,000 - 450,000; Full time

Job summary

City People Solutions Inc. is seeking a Bancassurance Financial Advisor to promote and sell insurance and financial solutions to bank clients in Metro Manila. You will build strong client relationships, assess financial needs, and provide suitable recommendations to help clients meet their goals.

You will strive to achieve assigned sales targets, deliver excellent customer service, and maintain thorough knowledge of available products and market trends to guide clients effectively.

Qualifications

• Bachelor’s Degree holders in any course are acceptable
• 3 years of bancassurance sales experience is non negotiable
• Strong sales and relationship-building skills required
• Passion for providing financial solutions to clients
• Results-driven and customer-focused work ethic

Responsibilities

• Build and maintain strong relationships with bank clients
• Identify clients’ financial needs and recommend suitable solutions
• Promote insurance and financial products to clients
• Achieve assigned sales targets and business objectives
• Provide excellent customer service and financial guidance

Skills

Sales skills

Relationship building

Customer focus

Communication

Education

Bachelor’s Degree

Job description

The Bancassurance Financial Advisor will be responsible for promoting and selling insurance and financial solutions to bank clients. The role involves building strong client relationships, identifying financial needs, providing suitable recommendations, and achieving assigned sales targets while delivering excellent customer service.

QUALIFICATIONS

• Bachelor’s Degree Holder — any course
• 3 years of bancassurance sales experience (non negotiable)
• Strong sales and relationship-building skills
• Passion for providing financial solutions to clients
• Results-driven and customer-focused

KEY RESPONSIBILITIES

• Build and maintain strong relationships with bank clients
• Identify clients’ financial needs and recommend suitable solutions
• Promote insurance and financial products
• Achieve assigned sales targets and business objectives
• Provide excellent customer service and financial guidance