Financial Advisor (Full time) - Bancassurance

HRTX; Metro Manila; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Competitive salary with commissions

Job summary

HRTX is seeking a proactive Financial Advisor to promote and sell insurance and financial products within a bank branch setting. You will work with bank staff to identify client needs, provide expert financial advice, and offer suitable life, health, and investment solutions to help clients protect their financial future.

You will develop relationships, conduct needs assessments, present offerings, and support training and joint calls.

Qualifications

• Bachelor's degree in any field
• At least 6 months of proven experience in sales, financial services, insurance, or bancassurance.
• Ability to work independently and collaboratively in a team-based environment.

Responsibilities

• Generate leads and drive sales of insurance and financial products.
• Conduct client needs assessments and deliver tailored financial advice.
• Present product offerings, support bank staff, and meet sales targets/KPIs.

Skills

Sales experience

Financial services

Bancassurance

Teamwork

Education

Bachelor's degree

Job description

About the job Financial Advisor (Full time) - Bancassurance

We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients protect their financial future while contributing to the overall revenue goals of the branch.

About the role

As a Financial Advisor in a bancassurance setting, you will be responsible for developing and maintaining strong relationships with bank staff and clients to generate leads and drive sales of insurance and financial products. Your role includes conducting client needs assessments and delivering tailored advice on life, health, investment-linked, and general insurance solutions aligned with clients' financial goals and risk profiles. You will present product offerings effectively, support bank staff through training and joint calls, and work toward meeting sales targets and KPIs set by both the bank and insurance partner. Additional responsibilities include processing applications, ensuring timely follow-up on underwriting and policy issuance, staying current on product and regulatory updates, and providing comprehensive after-sales service such as policy reviews and claims support. Accurate documentation of client interactions and strict adherence to financial advisory and compliance standards are also essential components of the role.

Qualifications

• Bachelor's degree in any field
• At least 6 months of proven experience in sales, financial services, insurance, or bancassurance.
• Ability to work independently and collaboratively in a team-based environment.

What We Offer

• Competitive salary with additional commissions and incentives