Bancassurance Sales Pro: Insurance & Wealth Solutions

HRTx Inc; Sindangan; On-site; PHP 167,000 - 279,000; Full time

Benefits offered by this job

HMO coverage for you and dependents

Life insurance

Retirement plan

Leave conversion to cash

14th-month pay

Attendance bonus

Sales raffle rewards

Mental Health Program

Salary increase

Laundry allowance

Rice subsidy

Christmas gift

Bereavement leave

Fresh graduates welcome

Job summary

HRTx Inc. seeks a Bancassurance Sales Executive to deliver tailored financial guidance to clients in Mindanao, focusing on insurance and investment solutions. You will build relationships with bank personnel, assess client needs, and guide walk-in customers to suitable products.

This on-site role requires excellent communication, a drive to meet sales targets, and willingness to be deployed to assigned branches. Licensing support and training are provided; fresh graduates are welcome.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• At least 6 months in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented with passion for financial well-being.
• Willing to be deployed to an assigned bank branch location.

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 goals.
• Ensure a 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 surpass monthly sales goals and performance metrics.
• Adhere to regulatory and company policies with complete and accurate documentation.

Skills

Communication skills

Interpersonal skills

Sales experience

Customer service

Results oriented

Licensing advantage

Education

Bachelor's degree

Job description

HRTx Inc. seeks a Bancassurance Sales Executive to deliver tailored financial guidance to clients in Mindanao, focusing on insurance and investment solutions. You will build relationships with bank personnel, assess client needs, and guide walk-in customers to suitable products.

This on-site role requires excellent communication, a drive to meet sales targets, and willingness to be deployed to assigned branches. Licensing support and training are provided; fresh graduates are welcome.