Bancassurance Sales Exec - Grow Bank Referrals & Wealth

HRTx Inc; Manila; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Commissions

Guaranteed 14th-month pay

Monthly rice subsidy

Annual laundry allowance

Multi-purpose draw benefit

Christmas gift

HMO with 2 dependents

Life insurance and retirement plan

Job summary

HRTx Inc. seeks a Bancassurance Sales Executive in Metro Manila to drive client referrals through bank partnerships, assess financial needs, and present tailored insurance and investment solutions. You will guide walk-in clients and bank customers, educate on savings and wealth-building options, and manage post-sale servicing.

Role requires a degree, 6 months in financial services, and strong communication and customer service skills. Willing to be deployed to a branch location with onsite work.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.

Responsibilities

• Develop strong working relationships with bank personnel to drive client referrals and generate leads.
• Conduct financial needs assessments and recommend suitable insurance or investment solutions.
• Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
• Ensure a smooth and professional sales process from consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through after-sales engagement and follow-ups.
• Achieve or surpass monthly sales goals and performance metrics.
• Adhere to regulatory and company policies with complete documentation.

Skills

Communication

Interpersonal skills

Customer service

Education

Bachelor's degree

Job description

HRTx Inc. seeks a Bancassurance Sales Executive in Metro Manila to drive client referrals through bank partnerships, assess financial needs, and present tailored insurance and investment solutions. You will guide walk-in clients and bank customers, educate on savings and wealth-building options, and manage post-sale servicing.

Role requires a degree, 6 months in financial services, and strong communication and customer service skills. Willing to be deployed to a branch location with onsite work.