Financial Consultant

Q2 HR Solutions Inc.; Makati; On-site; PHP 30,000 - 60,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Paid Training Programs

Health Insurance

Retirement Plan

Job summary

A hiring firm in the financial services sector seeks a Bancassurance Sales Executive to bridge banking services and insurance solutions. This role involves engaging clients, identifying their financial needs, recommending tailored products, and maintaining relationships with bank partners. Applicants should have a Bachelor's degree and be open to training and onsite work during banking hours. The compensation package includes a base salary with performance bonuses, and opportunities for advancement.

Qualifications

• Entry-level or associate-level applicants welcome.
• Must be amenable to onsite work during banking hours.
• Willing to be assigned to bank branches within Metro Manila.

Responsibilities

• Engage clients and generate leads through various efforts.
• Conduct financial needs analysis and present appropriate products.
• Ensure compliance while completing customer applications.
• Provide ongoing support and ensure client satisfaction.
• Foster relationships with bank personnel for collaborative sales.

Skills

Sales skills

Customer service

Financial analysis

Education

Bachelor's Degree

Job description

On-site - Makati No Exp Required Bachelor Full-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Government Mandated Benefits

Insurance Health & Wellness

HMO

Retirement Plan

As a Bancassurance Sales Executive, you will serve as the bridge between banking services and insurance solutions. You will be responsible for identifying customer needs, offering tailored financial products, and maintaining strong relationships with both clients and bank partners. This role is ideal for individuals who are passionate about sales, customer service, and financial growth.

Key Responsibilities:

• Client Engagement & Lead Generation: Proactively identify potential clients through branch walk-ins, referrals, and outbound efforts. Schedule consultations and assess customer financial needs.
• Financial Needs Analysis & Product Presentation: Recommend appropriate insurance and investment products based on client profiles and financial goals.
• Facilitate the completion and submission of customer applications and ensure compliance with regulatory and company standards.
• Provide ongoing support to clients, addressing inquiries and ensuring satisfaction post-sale.
• Relationship Management: Foster long-term partnerships with bank personnel to drive collaborative sales efforts and achieve branch targets.

Qualifications:

• Must be a Bachelor’s Degree holder (4-year college graduate)
• Open to entry-level and associate-level applicants
• Willing to be assigned to bank branches within Metro Manila
• Must be amenable to onsite work during banking hours

Paid Training Programs:

• Access to comprehensive training designed to enhance product knowledge, sales techniques, and soft skills.

Tools & Equipment Provided:

• All necessary resources will be supplied to support your success in the role.

Competitive Compensation Package:

• Enjoy a base salary with unlimited commission potential, rewarding high performance.
• Clear pathways for advancement through specialized training and certification programs.
• Exceptional performance is recognized through monetary bonuses and travel rewards.

Work-Life Balance:

• Enjoy a structured schedule aligned with banking hours and Philippine holidays.

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately:

• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.