Sales Executive (Bancassurance | Insurance | Finance)

HRTx Inc.; Cabanatuan; On-site; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Training and licensing support

Bank branch-based work

Job summary

HRTx Inc. is seeking a motivated Sales Executive to promote and sell financial products through partner bank branches in Cabanatuan. You will generate leads, manage relationships, and drive sales growth while supporting clients in financial planning needs.

The role involves building strong client relationships, achieving monthly/quarterly targets, and participating in in-branch campaigns with travel between branches if needed. Training and licensing support are available.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• 6 months to 1 year of experience in financial services, sales, insurance, or customer-facing roles.
• Strong interpersonal and communication skills; goal-oriented and proactive in generating leads.

Responsibilities

• Engage and build relationships with bank staff and walk-in clients.
• Promote life insurance and investment-linked financial products; meet sales targets.
• Develop and maintain a pipeline of prospective clients from referrals, in-branch campaigns, and collaborations.
• Provide after-sales service, monitor account activity, and address client inquiries.
• Submit timely reports on sales performance and ensure compliance with policies.

Skills

Interpersonal communication

Sales mindset

Lead generation

Customer service

Bank branch experience

Education

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

Job description

Department: Sales & Distribution Bancassurance Channel

Location: Cabanatuan

Job Type: Full-Time

Job Summary:

We are looking for a motivated and results-driven Sales Executive to join our growing team. In this role, you will be responsible for promoting and selling financial products and services through our partner bank branches. You will support clients with their financial planning needs, generate leads, and maintain long-term account relationships to drive sales growth.

Key Responsibilities:

Client Relationship

• Engage and build strong relationships with bank staff and walk-in clients.
• Conduct financial needs analysis to identify client requirements.

Sales & Product Promotion:

• Offer life insurance and investment-linked financial products suited to individual client profiles.
• Achieve assigned sales targets and performance metrics on a monthly/quarterly basis.

Lead Generation:

• Develop and maintain a pipeline of prospective clients through various sources (e.g., referrals, in-branch campaigns, bank staff collaboration).
• Actively participate in promotional activities and events organized with partner banks.

Account Management:

• Provide after-sales service and support, ensuring excellent customer experience.
• Monitor and track account activity, follow up on client inquiries, and address issues efficiently.

Reporting & Compliance:

• Submit timely and accurate reports on sales performance and client interactions.
• Ensure adherence to compliance, ethical standards, and company policies.

Qualifications:

• Bachelors degree in Business, Finance, Marketing, or a related field preferred.
• At least 6 months to 1 year of experience in financial services, sales, insurance, or a customer-facing role.
• Strong interpersonal and communication skills.
• Goal-oriented, persuasive, and proactive in generating and converting leads.
• Willingness to work in a bank branch-based setup and flexible with travel between branches (if applicable).
• Preferably with insurance license (but not required; training and licensing support available).