Bancassurance Financial Advisor (Sales & Advisory)

Euroasia Manpower Services Inc; Mandaluyong; On-site; PHP 334,800 - 558,000; Full time

Job summary

A staffing agency is seeking a dedicated sales professional in Mandaluyong to provide needs-based financial advice and effective solutions to clients. The successful candidate will actively seek referrals and manage relationships with existing customers. A Bachelor’s degree in finance or business is required, and relevant experience in bancassurance is preferred. Strong communication and interpersonal skills are essential for meeting performance targets and integrating with branch teams. This full-time position requires a passion for sales and client engagement.

Qualifications

• Passion for sales and client engagement.
• Strong communication and interpersonal skills.
• Relevant background in bancassurance.
• IC license is an advantage.

Responsibilities

• Actively seek referrals and handle leads from our partnered bank.
• Provide needs-based financial advice and recommend appropriate products to clients.
• Meet or exceed performance targets set by management.
• Support post-sale relationship management and periodic reviews with existing customers.
• Integrate with branch teams for leads generation and cross-selling/up-selling.

Skills

Sales passion

Strong communication skills

Interpersonal skills

Client engagement

Education

Bachelor’s degree in finance, business, or related field

Job description

A staffing agency is seeking a dedicated sales professional in Mandaluyong to provide needs-based financial advice and effective solutions to clients. The successful candidate will actively seek referrals and manage relationships with existing customers. A Bachelor’s degree in finance or business is required, and relevant experience in bancassurance is preferred. Strong communication and interpersonal skills are essential for meeting performance targets and integrating with branch teams. This full-time position requires a passion for sales and client engagement.