Bancassurance Sales Executive

HRTx Inc; Koronadal; On-site; PHP 279,000 - 391,000; Full time

Benefits offered by this job

Monthly salary + incentives

HMO for you and 2 dependents

Life insurance

Retirement plan

Leave credits convertible to cash

14th-month pay

Attendance bonus

Sales raffle rewards

Mental Health Program

Annual salary increase

Laundry allowance

Rice subsidy

Christmas gift

Emergency and bereavement leaves

Fresh graduates welcome

Job summary

HRTx Inc. is seeking a Bancassurance Sales Executive to join our on-site team in Mindanao. You will build relationships with bank personnel, assess client financial needs, and recommend insurance or investment solutions to help clients achieve their financial goals.

You will conduct personalized consultations for walk-in clients and bank customers, educate them on savings, insurance, and linked products, and manage your sales process from consultation to policy issuance and post-sale servicing.

Qualifications

• Bachelor's degree in a 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 location.
• Licensing support and training provided if needed.

Responsibilities

• Develop strong relationships with bank personnel to drive client referrals and 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 goals.
• Ensure a smooth sales process from initial consultation to policy issuance and post-sale servicing.
• Manage and expand 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 and accurate documentation.

Skills

Communication skills

Interpersonal skills

Customer service

Sales orientation

Financial product knowledge

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:

• XX,000 monthly salary plus exciting incentives.
• HMO coverage for you and up to 2 dependents.
• Life insurance and retirement plan upon regularization.
• Leave credits you can convert to cash + special birthday leave.
• Up to 14th-month pay, attendance bonus, and sales raffle rewards.
• Mental Health Program to support your well-being.
• Annual salary increase and performance bonuses.
• Laundry allowance, rice subsidy, and a Christmas gift.
• Emergency and bereavement leaves when needed.
• Open to fresh graduates