Banking & Insurance Solutions Specialist

HRTX; Metro Manila; On-site; PHP 279,000 - 469,000; Full time

Benefits offered by this job

Competitive salary + commissions

Structured training programs

Access to bank partner client base

Health and wellness benefits

Clear advancement path

Job summary

HRTX is hiring a Bancassurance Financial Executive to deliver financial guidance and tailored solutions to clients across partnered bank branches in Metro Manila. The role requires a business-related degree and strong communication, negotiation, and interpersonal skills.

We offer structured training, career development, health benefits, and a clear path for advancement in the rapidly growing finance sector. Expect commissions and performance-based incentives as part of a competitive package.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• At least 6 months of experience in sales, banking, insurance, or customer service.
• Strong communication, negotiation, and interpersonal skills.
• Results-driven, highly motivated, and customer-centric.
• Able to work independently and collaboratively.
• Willing to be assigned to designated bank branches.

Responsibilities

• Provide tailored financial guidance and solutions to clients.
• Build and maintain relationships with bank partners and clients.
• Meet or exceed sales targets through consultative selling.
• Collaborate with team to deliver efficient service and support.

Skills

Communication

Negotiation

Interpersonal skills

Customer-centric

Education

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

Job description

HRTX is hiring a Bancassurance Financial Executive to deliver financial guidance and tailored solutions to clients across partnered bank branches in Metro Manila. The role requires a business-related degree and strong communication, negotiation, and interpersonal skills.

We offer structured training, career development, health benefits, and a clear path for advancement in the rapidly growing finance sector. Expect commissions and performance-based incentives as part of a competitive package.