Bancassurance Insurance Executive

Blue Fox Summit Life Insurance Agency; Metro Manila; On-site; PHP 300,000 - 600,000; Full time

Job summary

Blue Fox Summit Life Insurance Agency in Metro Manila invites you to join a high-performing life insurance sales team serving clients across Metro Manila and nearby Luzon areas. You will help individuals and families protect their financial future through needs-based planning across life, health, critical illness, education and retirement needs.

You will have the opportunity to build your own client base, develop strong relationships and grow your earning potential through performance.

Qualifications

• Minimum 1 year bancassurance experience.
• Active Insurance Commission licence or prior experience holding one.
• Proven sales track record; MDRT qualifiers and top producers preferred.
• Strong communication, relationship-building and client follow-through skills.
• Willingness to develop leadership capabilities and build a team in the future.

Responsibilities

• Develop and manage a personal client base through referrals, networking, existing contacts and other business development activities.
• Conduct needs-based consultations and recommend suitable life insurance and financial protection solutions.
• Build trusted, long-term relationships with clients through responsive service and consistent follow-through.
• Generate and manage sales opportunities from prospecting through presentation, application and policy servicing.
• Meet sales and activity goals while maintaining high standards of professionalism and client care.
• Stay informed about insurance products, market developments and relevant compliance requirements.
• Contribute to team growth and take opportunities to develop leadership capabilities, including building and managing a team in the future.

Skills

Client relationships

Needs-based selling

Sales track record

Networking

Leadership potential

Education

College degree

Job description

About the role

Join a high-performing life insurance sales team serving clients across Metro Manila and nearby Luzon areas, including Calabarzon and Central Luzon. In this role, you will help individuals and families protect their financial future through needs-based planning across life, health, critical illness, education and retirement needs. You will have the opportunity to build your own client base, develop strong relationships and grow your earning potential through performance.

Key responsibilities

• Develop and manage a personal client base through referrals, networking, existing contacts and other business development activities.

• Conduct needs-based consultations and recommend suitable life insurance and financial protection solutions.

• Build trusted, long-term relationships with clients through responsive service and consistent follow-through.

• Generate and manage sales opportunities from prospecting through presentation, application and policy servicing.

• Meet sales and activity goals while maintaining high standards of professionalism and client care.

• Stay informed about insurance products, market developments and relevant compliance requirements.

• Contribute to team growth and take opportunities to develop leadership capabilities, including building and managing a team in the future.

What we're looking for

• At least one year of experience in bancassurance.

• Experience in other life insurance sales is an advantage.

• An active Insurance Commission licence, or previous experience holding one for traditional insurance and/or variable universal life products.

• A proven sales track record; MDRT qualifiers and consistent top producers are highly preferred.

• Strong communication, relationship-building and client follow-through skills.

• A solid understanding of needs-based selling across life, health, critical illness, education and retirement planning.

• Self-driven, goal-oriented and motivated by performance-based earning potential.

• Comfort building a personal client base beyond the bank branch through referrals, networking and existing contacts.

• Leadership potential or an interest in building and managing a team in the future.

• Based in Metro Manila or nearby Luzon areas, including Calabarzon or Central Luzon.

• A college graduate.