Bancassurance Financial Advisor in Session Road, Baguio

City People Solutions Inc.; Baguio; On-site; PHP 240,000 - 360,000; 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. You will build strong client relationships, assess financial needs, and present suitable recommendations.

In this role, you will work toward achieving sales targets while delivering excellent customer service and financial guidance. This is a performance-driven position requiring persuasive communication and a proactive approach, with opportunities for

Qualifications

• Bachelor’s degree in any course.
• At least 1 year of bancassurance sales experience (non negotiable).
• Strong sales and relationship-building skills.
• Passion for providing financial solutions to clients.

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.

Skills

Strong sales and relationship-building

Results-driven

Customer-focused

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
• atleast 1 year 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