Financial Sales Executive/Bancassurance Sales Executive

Q2 HR Solutions Inc.; Manila; On-site; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Commission

Life Insurance

Job summary

A recruitment agency in Manila is seeking a Recruitment Specialist to manage lead generation and strengthen relationships with bank partners. The ideal candidate must have 1-3 years of relevant experience and a Bachelor's degree. Responsibilities include setting appointments, conducting financial analysis, and maintaining customer relationships through after-sales service. This full-time position offers opportunities for professional development and is focused on on-site engagement.

Qualifications

• 1-3 years of experience in a related field required.
• Must possess effective communication and interpersonal skills.
• Experience in relationship management is a plus.

Responsibilities

• Conduct continuous lead generation activities.
• Set appointments and conduct financial needs analysis.
• Strengthen customer relationships through after-sales service.
• Prepare documents of customers and submit applications.
• Strengthen customer relationships through after-sales service.
• Build a long-term relationship with the bank partner.
• Engage the bank partner to be active referrers.
• Promote reciprocity by referring customers to the bank for a loan or savings/checking account.
• Inform and update branch of daily activities, branch performance, status of referrals.

Skills

Lead generation

Customer relationship management

Financial analysis

Education

Bachelor's degree

Job description

Q2 HR Solutions Inc.

Recruitment Specialist

On-site - Manila | 1-3 Yrs Exp | Bachelor's | Full-time

Job Description

Employee Recognition and Rewards

• Commission

Government Mandated Benefits

Insurance, Health & Wellness

• Life Insurance

Daily Sales Activities

• Carry out continuous lead generation activities
• Set appointments, whether over the phone or face‑to‑face
• Conduct financial needs analysis and recommend customized solutions
• Prepare documents of customers and submit applications
• Strengthen customer relationship through after‑sales service

Relationship Management

• Build a long‑term relationship with the bank partner
• Engage the bank partner to be active referrers
• Promote reciprocity by referring customers to the bank for a loan or savings/checking account
• Inform and update branch of daily activities, branch performance, status of referrals

Professional Development

• Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
• Attend advance training offerings and designation programs
• Get accredited to run customer events, whether in‑branch or offsite

Important Note for Overseas Positions

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