Bancassurance Sales & Financial Advisory Exec

HRTx Inc

Davao City

On-site

PHP 335,000 - 502,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Life insurance

Retirement plan

Leave credits convertible to cash

14th-month pay

Bonus incentives

Mental Health Program

Annual salary increase

Rice subsidy

Christmas gift

Job summary

HRTx Inc. is seeking a Bancassurance Sales Executive for an on-site role in Mindanao. You will deliver customized financial advice, identify client needs, and propose insurance and investment solutions to help clients achieve their financial objectives.

The position requires a Bachelor's degree with at least 6 months in financial services or sales, strong communication skills, and willingness to be deployed to a bank branch. Licensing support is provided if needed.

Qualifications

Bachelor's degree in Business/Finance/Marketing or 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.
Having a financial advisor or insurance license is an advantage.

Responsibilities

Develop strong 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-linked products.
Ensure smooth sales process from consultation to policy issuance and after-sale servicing.
Expand client base through after-sales engagement and follow-ups.
Meet or exceed monthly sales goals and performance metrics.
Adhere to regulatory and company policies with proper documentation.