Bancassurance Sales Executive

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

Benefits offered by this job

HMO coverage for you and dependents

Life insurance and retirement plan

Leave credits cash conversion

14th-month pay and bonuses

Mental Health Program

Job summary

HRTx Inc. is seeking a Bancassurance Sales Executive to deliver tailored financial advice in Mindanao, focusing on insurance and investment solutions. You will identify client needs, recommend products, and help clients reach their financial goals.

The role requires excellent communication, a customer-centric approach, and the ability to be deployed to bank branches. licensure helpful; training provided as needed.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• 6 months+ experience in financial services, sales, banking, or insurance.
• Excellent communication and customer service skills.
• Results-driven and motivated to help clients achieve financial well-being.

Responsibilities

• Develop 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 products aligned to goals.
• Ensure smooth sales process from consultation to policy issuance and servicing.
• Expand client base through after-sales engagement and follow-ups.
• Meet or exceed monthly sales goals and performance metrics.
• Maintain regulatory and company policy-compliant documentation.

Skills

Communication skills

Interpersonal skills

Customer service

Sales experience

Goal oriented

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