Bancassurance Wealth Advisor – Insurance & Investments

HRTx Inc.; Philippines; On-site; PHP 223,000 - 446,000; Full time

Benefits offered by this job

HMO coverage

Life insurance

Retirement plan

Leave credits to cash

14th-month pay

Attendance bonus

Sales raffle rewards

Mental Health Program

Annual salary increase

Rice subsidy

Christmas gift

Job summary

HRTx Inc. is seeking a Bancassurance Sales Executive for on-site work in Mindanao (Davao, Koronodal City, Butuan, Bislig, Camiguin, Misamis Oriental, Marawi City, Zamboanga del Sur, Zamboanga del Norte).

You will deliver customized financial advice, focusing on insurance and investment solutions, and build relationships with bank staff to drive client referrals. You will conduct needs assessments, present suitable products, and guide walk-in clients through protection and wealth-building options

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• 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 location.
• Licensing support and training for financial advisor or insurance license will be provided if needed.

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.

Skills

Communication

Interpersonal

Customer Service

Sales Skills

Results-driven

Education

Bachelor's degree

Job description

HRTx Inc. is seeking a Bancassurance Sales Executive for on-site work in Mindanao (Davao, Koronodal City, Butuan, Bislig, Camiguin, Misamis Oriental, Marawi City, Zamboanga del Sur, Zamboanga del Norte).

You will deliver customized financial advice, focusing on insurance and investment solutions, and build relationships with bank staff to drive client referrals. You will conduct needs assessments, present suitable products, and guide walk-in clients through protection and wealth-building options