Bancassurance Financial Executive

HRTX; Metro Manila; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading financial services provider is looking for a Bancassurance Financial Executive in Metro Manila. You will provide tailored financial solutions and guidance to clients, build strong relationships, and support their financial goals. Ideal candidates possess a degree in Business or a related field, along with communication and negotiation skills. The role offers a competitive salary package with incentives and opportunities for career advancement.

Benefits

Competitive salary package with commissions

Structured training and career development programs

Access to a wide client base

Health and wellness benefits

Clear path for career advancement

Qualifications

• Preferably 6 months of experience in sales, banking, insurance, or customer service.
• Able to work both independently and collaboratively.
• Willing to be assigned to designated bank branches.

Responsibilities

• Provide financial guidance and tailored solutions to clients.
• Build relationships with clients and establish trust through bank partners and branches.
• Support customers in achieving financial goals through personalized product recommendations.

Skills

Strong communication

Negotiation skills

Interpersonal skills

Results-driven

Customer-centric

Education

Bachelors degree in Business, Finance, Marketing, or related field

Job description

Overview

We're hiring: Bancassurance Financial Executive

Are you passionate about helping others achieve financial security and success? Join our dynamic team as a Financial Solutions Specialist and make a meaningful impact through trusted financial guidance and tailored solutions.

Responsibilities

• Provide financial guidance and tailored solutions to clients.
• Build relationships with clients and establish trust through bank partners and branches.
• Support customers in achieving financial goals through personalized product recommendations.

Qualifications

• Bachelors degree in Business, Finance, Marketing, or any related field.
• Preferably with at least 6 months of experience in sales, banking, insurance, or customer service.
• Strong communication, negotiation, and interpersonal skills.
• Results-driven, highly motivated, and customer-centric.
• Able to work both independently and collaboratively.
• Willing to be assigned to designated bank branches.

What We Offer

• Competitive salary package with commissions and performance-based incentives.
• Structured training and career development programs.
• Access to a wide client base through established bank partners.
• Health and wellness benefits.
• A clear path for career advancement in one of the fastest-growing sectors in finance.