Bancassurance Service Associate

HRTX; Metro Manila; On-site; PHP 334,800 - 446,400; Full time

Job summary

A financial services company in Metro Manila is seeking a Bancassurance Service Associate. This role involves embedding within bank branches to promote tailored financial solutions, including life insurance and investment products. The ideal candidate will have a background in business or finance and strong sales skills. Responsibilities include building relationships with bank staff and ensuring customer satisfaction.

Qualifications

• Experience in sales, banking, insurance, or customer service (at least 6 months and above).
• Excellent communication, negotiation, and interpersonal skills.
• Highly motivated and customer-focused.

Responsibilities

• Promote and sell life insurance and investment products to bank customers.
• Build relationships with bank staff to generate referrals.
• Conduct financial needs analysis and recommend solutions.

Skills

Sales skills

Communication skills

Negotiation skills

Customer service

Education

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

Job description

About the job Bancassurance Service Associate

As a Sales Representative under the Bancassurance channel, you will be embedded within bank branches and responsible for offering tailored financial solutions to clients, promoting insurance and investment products. This role involves building strong relationships with bank staff and customers, understanding their financial goals, and delivering excellent service while achieving sales targets.

Key Responsibilities:

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention.
• Attend regular training sessions and product briefings to stay updated.
• Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.

Qualifications:

• Bachelors degree in Business, Finance, Marketing, or related field.
• Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience)
• Excellent communication, negotiation, and interpersonal skills.
• Highly motivated, results-oriented, and customer-focused.
• Ability to work independently and as part of a team.
• Must be willing to be assigned in designated bank branches.