Bancassurance Sales Executive

HRTX; Sindangan; On-site; PHP 223,000 - 290,000; Full time

Benefits offered by this job

Monthly salary plus incentives

HMO coverage for you and up to 2 dependents

Life insurance and retirement plan

Leave credits that can be converted to cash

Up to 14th-month pay

Mental Health Program

Annual salary increase and performance bonuses

Laundry allowance and rice subsidy

Open to fresh graduates

Job summary

A financial services company is seeking a Bancassurance Sales Executive to provide customized financial advice focusing on insurance and investment solutions. The role involves developing strong relationships with bank personnel, conducting financial assessments, and offering personalized consultations to clients. Ideal candidates will have a Bachelor's degree, relevant experience, and excellent communication skills. This position offers a monthly salary, incentives, and various employee benefits, with opportunities for fresh graduates.

Qualifications

• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage.
• Results-oriented and motivated by helping clients 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 provided).

Responsibilities

• Develop strong working relationships with bank personnel to drive client referrals.
• Conduct comprehensive financial needs assessments and recommend suitable solutions.
• Offer personalized consultations to walk-in clients and bank customers.
• Educate clients on savings, insurance, and investment-linked products.
• Ensure a smooth sales process from initial consultation to service.
• Manage and expand your client base through 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

Excellent communication skills

Interpersonal skills

Customer service skills

Results-oriented

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