Bancassurance Sales Executive

HRTX; Marawi; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Monthly salary plus incentives

HMO coverage for you and 2 dependents

Life insurance and retirement plan

Annual salary increase and performance bonuses

Leave credits convertible to cash

Mental Health Program

Job summary

A financial services provider is seeking a Bancassurance Sales Executive to deliver tailored financial advice. This on-site role focuses on building strong relationships with clients and driving sales of insurance and investment products. Ideal candidates should have a bachelor's degree and at least six months of relevant experience. The company offers a competitive salary, HMO coverage, and various incentives to support employee well-being.

Qualifications

• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Willingness to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage.

Responsibilities

• Develop strong working relationships with bank personnel to drive client referrals.
• Conduct comprehensive financial needs assessments and recommend solutions.
• Educate clients on savings, insurance, and investment products tailored to goals.

Skills

Excellent communication skills

Customer service skills

Interpersonal skills

Sales orientation

Education

Bachelor's degree in Business, Finance, Marketing or related fields

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