Bancassurance Sales ExecutiveHRTX • Makati, Metro Manila, Philippines
Bancassurance Sales Executive
HRTX • Makati, Metro Manila, Philippines
30+ days ago
Job descriptionGraduate of any four-year course Prior experience in customer-facing roles such as sales, banking, or financial services is an advantage Strong interpersonal and consultative skills Driven, professional, and goal-oriented Willing to be assigned to a bank branch location Competitive earnings with potential incentives Ongoing learning and mentorship A structured career path in financial advisory Experience working with a reputable financial institution
We are looking for Sales professional!
Location : Metro Manila / Calabarzon
Full time
Role Overview
This role involves working closely with a partner bank to provide clients with tailored financial solutions. You'll serve as a trusted advisor, helping individuals understand and choose products that meet their protection, savings, and investment needs.
Key Responsibilities
- Engage with bank customers to understand their financial goals
- Recommend appropriate financial products and services
- Build strong relationships with bank staff to create a steady client base
- Maintain an organized pipeline and follow up regularly with leads and existing clients
- Meet performance targets while upholding professional and regulatory standards
Ideal Qualifications
What Youll Gain
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Sales Executive • Makati, Metro Manila, Philippines
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