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Financial Solutions Specialist

Financial Solutions Specialist

HRTXMetro Manila, Philippines
30+ days ago
Job description

Job Summary :

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.

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.

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Financial Specialist • Metro Manila, Philippines

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