Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance)

HRTX; Cavite City; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services company in Cavite City is seeking a dynamic Bancassurance Sales Executive. This role involves advising clients on insurance and investment options while achieving sales targets. The ideal candidate has a bachelor's degree and experience in financial services. The position offers various benefits including commissions, life insurance, and leave credits.

Benefits

HMO with 2 dependents

Life insurance and retirement plan

Special birthday leave

14th-month pay

Attendance bonus

Sales raffle rewards

Annual salary increase

Laundry allowance

Rice subsidy

Emergency leave

Bereavement leave

Qualifications

• At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
• 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.
• Manage and expand your client base through consistent engagement.

Skills

Communication skills

Interpersonal skills

Customer service skills

Sales motivation

Education

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

Job description

Job Openings Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance)

About the job Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance)

Full Onsite | Monday to Friday | 8am to 5pm

We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive. 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 to 1 year 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.
• Commissions
• HMO with 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.
• Annual salary increase and performance bonuses.
• Laundry allowance, rice subsidy, and a Christmas gift.
• Emergency and bereavement leaves when needed.