Bancassurance Sales Executive

HRTx Inc.; Sagay; On-site; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Health insurance

HMO for you and dependents

Life insurance & retirement plan

14th-month pay

Job summary

HRTx Inc. in the Philippines seeks a Bancassurance Sales Executive for an on-site role across Mindanao bank branches.

You will deliver customized financial advice, identify client needs, and promote insurance and investment solutions, while maintaining regulatory compliance and high client service standards. The ideal candidate has a bachelor’s degree, at least 6 months in financial services or sales, strong communication skills, and willingness to be deployed to a bank branch location.

Qualifications

• Bachelor's 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 helping clients achieve financial well-being.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage; licensing/training provided.

Responsibilities

• Develop strong relationships with bank personnel to drive client referrals and leads.
• Conduct financial needs assessments and recommend 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 aligned with goals.
• Ensure smooth sales process from initial consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through after-sales engagement and follow-ups.
• Achieve or exceed monthly sales goals and performance metrics.
• Adhere to regulatory and company policies with accurate documentation.

Skills

Communication

Interpersonal skills

Customer service

Sales

Results oriented

Deployment to bank branch

Education

Bachelor's degree

Finance/Business related

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