Bancassurance Sales Specialist — Financial Planning & Insurance

HR TechX Corp.; Baguio; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services company in Baguio is seeking a motivated Sales Executive to promote and sell financial products through partner bank branches. The ideal candidate will have strong interpersonal and communication skills, experience in sales or customer-facing roles, and a goal-oriented approach. Responsibilities include client engagement, leading generation, and account management to drive sales growth. Flexible travel may be required between branches.

Qualifications

• At least 6 months to 1 year of experience in financial services, sales, insurance, or a customer-facing role.
• Willingness to work in a bank branch-based setup and flexibility for travel between branches.

Responsibilities

• Engage and build strong relationships with bank staff and clients.
• Offer financial products suited to individual client profiles.
• Develop and maintain pipeline of prospective clients.
• Provide after-sales service ensuring excellent customer experience.
• Submit reports on sales performance and client interactions.

Skills

Interpersonal skills

Communication skills

Goal-oriented

Persuasive

Proactive in lead generation

Education

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

Job description

A financial services company in Baguio is seeking a motivated Sales Executive to promote and sell financial products through partner bank branches. The ideal candidate will have strong interpersonal and communication skills, experience in sales or customer-facing roles, and a goal-oriented approach. Responsibilities include client engagement, leading generation, and account management to drive sales growth. Flexible travel may be required between branches.