Client-Focused Financial Solutions Specialist

HRTX; Makati; On-site; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Competitive base salary with commissions

Comprehensive training and professional development programs

Health, wellness, and insurance benefits

Clear career growth opportunities

Job summary

A global financial services organization in Metro Manila is seeking a Financial Solutions Specialist to provide tailored insurance and investment solutions to bank clients. The role involves promoting and selling financial products, conducting needs analysis, and building relationships with bank personnel and clients. Candidates should have a Bachelor's degree in a related field and strong interpersonal skills. Competitive salary with commissions is offered, along with health benefits and professional development opportunities.

Qualifications

• At least 6 months of experience in sales, banking, insurance, or customer service preferred.
• Ability to work independently and collaborate effectively with bank partners and internal teams.
• Willing to be assigned to designated bank branches.

Responsibilities

• Promote and sell life insurance and investment products to bank clients.
• Conduct financial needs analysis to recommend appropriate financial solutions.
• Build and maintain strong working relationships with bank staff to generate leads and referrals.

Skills

Strong communication

Negotiation

Interpersonal skills

Customer-focused

Results-driven

Education

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

Job description

A global financial services organization in Metro Manila is seeking a Financial Solutions Specialist to provide tailored insurance and investment solutions to bank clients. The role involves promoting and selling financial products, conducting needs analysis, and building relationships with bank personnel and clients. Candidates should have a Bachelor's degree in a related field and strong interpersonal skills. Competitive salary with commissions is offered, along with health benefits and professional development opportunities.