Financial Solutions Specialist

HRTX; Metro Manila; On-site; PHP 201,000 - 357,000; Full time

Benefits offered by this job

Health benefits

Training and career development

Access to bank clients

Job summary

HRTX is hiring a Financial Solutions Specialist to promote and sell life insurance and investment products to bank clients in Metro Manila. You will build relationships with bank staff to generate leads and provide tailored financial solutions.

The role requires strong communication and negotiation skills, a customer-first mindset, and willingness to be assigned to bank branches. Training and career growth opportunities are offered, along with health benefits and incentives.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• At least 6 months experience in sales, banking, insurance, or customer service preferred.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-driven, and team-oriented.
• Willing to be assigned to bank branches.

Responsibilities

• Promote and sell life insurance and investment products to bank clients.
• Build relationships with bank staff to generate leads.
• Conduct financial needs analysis and offer suitable solutions.
• Provide after-sales support and ensure client satisfaction.
• Attend trainings and submit sales reports.
• Comply with all regulations and company policies.

Skills

Communication

Negotiation

Interpersonal skills

Self-motivated

Education

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

Job description

About the job Financial Solutions Specialist

Job Summary:

Key Responsibilities:

• Promote and sell life insurance and investment products to bank clients.
• Build relationships with bank staff to generate leads.
• Conduct financial needs analysis and offer suitable solutions.
• Provide after-sales support and ensure client satisfaction.
• Attend trainings and submit sales reports.
• Comply with all regulations and company policies.

Qualifications:

• Bachelors degree in Business, Finance, Marketing, or related field.
• At least 6 months experience in sales, banking, insurance, or customer service preferred.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-driven, and team-oriented.
• Willing to be assigned to bank branches.

What We Offer:

• Competitive pay with commissions and incentives.
• Training and career development.
• Access to bank clients.
• Health benefits and career growth opportunities.