Financial Solutions Specialist (Bancassurance)

HRTX; Cebu City; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services company in Cebu City is seeking a Financial Solutions Specialist to promote tailored financial solutions within bank branches. This role involves building relationships with bank staff and customers, while achieving sales targets. Ideal candidates will hold a degree in Business or a related field and preferably have sales or customer service experience. A competitive compensation package along with career development programs will be offered.

Benefits

Competitive compensation package with commission

Training and career development programs

Health and wellness benefits

Qualifications

• Preferably with experience in sales, banking, insurance, or customer service (at least 6 months).
• Highly motivated, results-oriented, and customer-focused.

Responsibilities

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals.
• Conduct financial needs analysis.
• Provide after-sales service to ensure customer satisfaction.
• Ensure compliance with regulatory guidelines.

Skills

Excellent communication skills

Negotiation skills

Interpersonal skills

Independent working

Team collaboration

Education

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

Job description

As a Financial Solutions Specialist under the Bancassurance channel, you will be embedded within bank branches and responsible for offering tailored financial solutions to clients, promoting insurance and investment products. This role involves building strong relationships with bank staff and customers, understanding their financial goals, and delivering excellent service while achieving sales targets.

Key Responsibilities:

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention. Attend regular training sessions and product briefings to stay updated. Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.

Qualifications:

• Bachelors degree in Business, Finance, Marketing, or related field.
• Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience)
• Excellent communication, negotiation, and interpersonal skills.
• Highly motivated, results-oriented, and customer-focused.
• Ability to work independently and as part of a team.
• Must be willing to be assigned in designated bank branches.

What We Offer:

• Competitive compensation package with commission and performance incentives.
• Training and career development programs.
• Access to a broad client base through bank partners.
• Health and wellness benefits.
• Opportunity for career growth in one of the fastest-growing financial sectors.