Financial Solutions Specialist (Bancassurance)

HRTx Inc.; Philippines; On-site; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Commission incentives

Health benefits

Career development

Training programs

Broad client base

Job summary

HRTx Inc. is seeking a Financial Solutions Specialist to be embedded within bank branches in the Philippines.

You will promote life insurance and investment products, build strong relationships with bank staff and customers, understand financial goals, and deliver excellent service while achieving sales targets. You will conduct needs analyses, provide tailored financial solutions, and attend regular trainings.

Qualifications

• Bachelor's degree required or equivalent.
• Sales or banking/insurance experience is a plus (6+ months).
• Excellent communication, negotiation and interpersonal skills.

Responsibilities

• Actively promote 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 solutions.
• Provide after-sales service and ensure customer satisfaction and retention; attend training.
• Ensure compliance with regulatory guidelines and company policies.

Skills

Communication skills

Negotiation

Interpersonal skills

Teamwork

Independent worker

Education

Bachelor's degree in Business/Finance/Marketing

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.