Job Summary:
We are seeking highly motivated individuals to join our team as Financial Solutions Consultant – Bancassurance. This role is bank branch-based and involves offering tailored financial advice to clients regarding insurance and investment products. As a trusted partner in the branch, you will identify customer needs, provide sound financial recommendations, and help clients achieve their financial goals.
Key Responsibilities:
- Build relationships and collaborate with bank staff to generate referrals and client leads.
- Conduct professional financial needs analysis and recommend suitable insurance and investment products.
- Provide personalized advice to walk-in clients and bank customers on financial protection and wealth accumulation.
- Educate clients about insurance, savings, and investment-linked plans aligned with their goals.
- Ensure a seamless sales process from consultation to application and post-sale support.
- Maintain and grow a portfolio of clients through excellent after-sales service and regular follow-ups.
- Consistently meet or exceed monthly sales targets and KPIs.
- Comply with regulatory and company standards and maintain complete and accurate documentation.
Qualifications:
- A graduate of any four-year course, preferably in Business, Finance, Marketing, or related fields.
- With at least 6 months to 1 year of experience in financial services, sales, banking, or insurance.
- Strong interpersonal, communication, and customer service skills.
- Proactive and sales-driven with a passion for helping others.
- Willing to be assigned at a designated bank branch location.
- Licensed financial advisor or insurance agent is a plus (training and licensing support available).
What We Offer:
- Competitive base pay and uncapped commissions
- Performance-based incentives and recognition programs
- Branch-based setup with existing client flow and leads
- Free training, licensing, and continuous career development
- Career growth in one of the country’s fastest-growing insurance companies
- Opportunity to be part of a globally recognized financial institution
Job Types: Full-time, Permanent
Pay: From Php25,000.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Quezon City: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Preferred)
Work Location: In person
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