Bancassurance Sales Executive

HRTx Inc

Davao City

On-site

PHP 335,000 - 502,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health insurance

Life insurance

Retirement plan

Leave credits convertible to cash

14th-month pay

Bonus incentives

Mental Health Program

Annual salary increase

Rice subsidy

Christmas gift

Job summary

HRTx Inc. is seeking a Bancassurance Sales Executive for an on-site role in Mindanao. You will deliver customized financial advice, identify client needs, and propose insurance and investment solutions to help clients achieve their financial objectives.

The position requires a Bachelor's degree with at least 6 months in financial services or sales, strong communication skills, and willingness to be deployed to a bank branch. Licensing support is provided if needed.

Qualifications

Bachelor's degree in Business/Finance/Marketing or related field.
At least 6 months of relevant experience in financial services, sales, banking, or insurance.
Excellent communication, interpersonal, and customer service skills.
Willing to be deployed to an assigned bank branch.
Having a financial advisor or insurance license is an advantage.

Responsibilities

Develop strong relationships with bank personnel to drive referrals and leads.
Assess client needs and recommend suitable insurance or investment solutions.
Provide personalized consultations to walk-in clients and bank customers.
Educate clients on savings, insurance, and investment-linked products.
Ensure smooth sales process from consultation to policy issuance and after-sale servicing.
Expand client base through after-sales engagement and follow-ups.
Meet or exceed monthly sales goals and performance metrics.
Adhere to regulatory and company policies with proper documentation.

Skills

Communication skills

Interpersonal skills

Customer service

Education

Bachelor's degree

Job description

Bancassurance Sales Executive

Work Setup

On-Site | Monday to Friday
Location: Mindanao (Davao, Koronodal City, Butuan, Bislig, Camiguin, Misamis Oriental, Marawi City, Zamboanga del Sur, Zamboanga del Norte)

This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

Bachelors degree holder, preferably 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.
Results-oriented and motivated by a passion for helping people with their financial well-being.
Willing to be deployed to an assigned bank branch location.
Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

Develop strong working relationships with bank personnel to drive client referrals and generate leads.
Conduct comprehensive 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 initial consultation to policy issuance and post-sale servicing.
Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
Achieve or surpass monthly sales goals and performance metrics.
Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times

What You'll Get: