Financial Solutions Specialist (Bancassurance)

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

Job summary

A dynamic financial institution is seeking a Financial Solutions Specialist to promote tailored financial solutions within bank branches. The ideal candidate will build relationships with bank staff, conduct financial needs analysis, and provide excellent after-sales service. Experience in sales or banking is preferred. This role offers competitive compensation, development programs, and career growth in a fast-growing sector.

Benefits

Competitive compensation package with commission

Training and career development programs

Health and wellness benefits

Opportunity for career growth

Qualifications

• Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience).
• Ability to work independently and as part of a team.
• Willingness to be assigned in designated bank branches.

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.

Skills

Excellent communication

Negotiation skills

Interpersonal skills

Results-oriented

Customer-focused

Education

Bachelors 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.