Sales Executive (Bancassurance | Insurance | Finance)

HRTX; Tili; On-site; PHP 223,000 - 402,000; Full time

Job summary

HRTX in Baguio is seeking a motivated Sales Executive to promote and sell financial products through partner bank branches. You will generate leads, support clients' financial planning needs, and maintain long-term relationships to drive sales growth.

The role requires a Bachelor's degree in Business/Finance, 6–12 months in financial services or sales, strong communication skills, and willingness to work in a bank-branch setting with travel between branches; licensing support is available.

Qualifications

• Bachelor's degree preferred in business/finance/marketing or related field.
• 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 leads and conversions.
• Willingness to work in a bank branch-based setup with travel between branches; insurance license is a plus.

Responsibilities

• Engage bank staff and walk-in clients to build relationships.
• Promote life insurance and investment products to client profiles.
• Develop and maintain a pipeline of prospective clients.
• Provide after-sales service and monitor account activity.
• Submit timely sales reports and adhere to compliance standards.

Skills

Interpersonal skills

Communication skills

Customer-facing

Education

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

Job description

Department: Sales & Distribution Bancassurance Channel

Location: Baguio

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).