Financial Solutions Consultant: Life Insurance Growth

E-Solutions IT Services; Cebu City; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Competitive monthly salary with allowances

Guaranteed bonuses up to ₱30,000

Full HMO coverage and paid leave benefits

Travel incentives for top performers

13th, 14th, and 15th-month pay

15 vacation leaves and 15 sick leaves annually

Access to Group Life and Health Insurance

Solo Parent Leave

Birthday Leave

Marriage Leave

Job summary

A financial services company in Cebu City is seeking Financial Solutions Consultants to provide personalized financial guidance within partner banks. You will help clients choose life insurance products, build strong client relationships, and achieve sales goals. Ideal candidates have a relevant Bachelor's degree and at least 2 years of sales experience. The position offers competitive compensation, bonuses, and various benefits including comprehensive health coverage and special leave benefits.

Qualifications

• Minimum of 2 years’ experience in sales, ideally in insurance, banking, or financial services.
• Open to career shifters with strong, transferable sales skills from other industries.
• Must be ready to join within 15 days of receiving a job offer.

Responsibilities

• Help bank clients understand and choose from a variety of Traditional and Variable life insurance options tailored to their individual needs.
• Consistently achieve or exceed personal sales goals and support the overall performance of your assigned branch locations.
• Build lasting relationships with both clients and branch teams to ensure high satisfaction, strong retention, and continuous portfolio growth.
• Maintain a regular, visible presence at your designated bank branch, and provide ongoing performance updates to your Area Sales Head.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales skills

Education

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

Job description

A financial services company in Cebu City is seeking Financial Solutions Consultants to provide personalized financial guidance within partner banks. You will help clients choose life insurance products, build strong client relationships, and achieve sales goals. Ideal candidates have a relevant Bachelor's degree and at least 2 years of sales experience. The position offers competitive compensation, bonuses, and various benefits including comprehensive health coverage and special leave benefits.