Talent.com
This job offer is not available in your country.
Financial Specialist (Bancassurance, Banking, Finance)

Financial Specialist (Bancassurance, Banking, Finance)

HRTXManila, Metro Manila, Philippines
2 days ago
Job type
  • Quick Apply
Job description

Job Title : Financial Solutions Specialist

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations : Metro Manila, South Luzon, North Luzon

This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications :

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
  • Excellent communication, interpersonal, and customer service skills.
  • Results-oriented and motivated by a passion for helping people with their financial well-being.
  • Willing to be deployed to an assigned bank branch location.
  • Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities :

  • Develop strong working relationships with bank personnel to drive client referrals and generate leads.
  • Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
  • Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
  • Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
  • Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
  • Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
  • Achieve or surpass monthly sales goals and performance metrics.
  • Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

    • Basic Salary : 25,000

    Competitive Benefits :

  • Commissions
  • Guaranteed 14th-month pay
  • Monthly rice subsidy and monthly allowance
  • Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Annual salary increase and performance bonuses.
  • Leave credits you can convert to cash + special birthday leave.
  • Emergency and bereavement leaves when needed.
    • Create a job alert for this search

    Finance Specialist • Manila, Metro Manila, Philippines

    Related jobs
    Bancassurance Sales Specialists (Insurance / Loans, Automotive, Real-estate)

    Bancassurance Sales Specialists (Insurance / Loans, Automotive, Real-estate)

    HRTXCalamba, Laguna, Philippines
    Quick Apply
    Job Title : Financial Solutions Specialist (Bancassurance).Full Onsite | Monday to Friday | 8am to 5pm.This is role involves delivering customized financial advice to clients, focusing on insurance ...Show moreLast updated: 2 days ago
    • Promoted
    Financial Planning & Analysis

    Financial Planning & Analysis

    Salmon.phManila, Metro Manila, Philippines
    In today\'s world, traditional banking practices and conventional lenders have failed to keep pace with innovation.People deserve better financial services. At Salmon, we recognized this gap and dec...Show moreLast updated: 30+ days ago
    Investment Banking Analyst

    Investment Banking Analyst

    Bamboo WorksManila, Metro Manila, PH
    Quick Apply
    We’re helping an international finance and M&A consultancy find a Investment Banking Analyst to support transaction advisory, fundraising, and strategic finance projects for high-gr...Show moreLast updated: 2 days ago
    Head of Enterprise Risk (Banking & Financial Services)

    Head of Enterprise Risk (Banking & Financial Services)

    HRTXPasig, Metro Manila, Philippines
    Quick Apply
    We are seeking a seasoned risk professional to lead and strengthen our Enterprise Risk Management (ERM) initiatives.This role is pivotal in ensuring that frameworks, policies, and processes are rob...Show moreLast updated: 23 days ago
    • Promoted
    Finance Business Partner

    Finance Business Partner

    Lennor GroupTaguig, Metro Manila, Philippines
    Lennor Metier is a leading recruitment agency and headhunting firm in the Philippines, partnering with reputable companies to source top talent for direct-hire opportunities.Itspecializes in IT, Fi...Show moreLast updated: 30+ days ago
    Financial Solutions Specialist (Bancassurance)

    Financial Solutions Specialist (Bancassurance)

    HRTXManila, Metro Manila, Philippines
    Quick Apply
    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 insura...Show moreLast updated: 5 days ago
    Financial Reporting Specialist

    Financial Reporting Specialist

    Great Deals E-Commerce CorpQuezon City, Metro Manila, PH
    Quick Apply
    About Us : Great Deals E-Commerce Corporation is a leading player in the e-commerce industry, dedicated to providing exceptional service and innovative solutions to our customers.We are driven by a ...Show moreLast updated: 30+ days ago
    • Promoted
    Head, Finance Shared Services Center GBS Asia

    Head, Finance Shared Services Center GBS Asia

    SGSMuntinlupa, Metro Manila, Philippines
    SGS is the world’s leading inspection, verification, testing and certification company.SGS is recognized as the global benchmark for quality and integrity. The Head,FSSC GBS Asia is accountable for ...Show moreLast updated: 30+ days ago
    Oracle Functional Financial Lead Manager (Makati) - Hybrid

    Oracle Functional Financial Lead Manager (Makati) - Hybrid

    TASQ Staffing SolutionsMakati, Metro Manila, Philippines
    Quick Apply
    About the job Oracle Functional Financial Lead Manager (Makati) | Hybrid.Hybrid (3x onsite per week) | Makati.Open to local and expat candidates currently residing in the Philippines.Manage the imp...Show moreLast updated: 27 days ago
    • Promoted
    Financial Solutions Architect

    Financial Solutions Architect

    EmersonMandaluyong, Metro Manila, Philippines
    Emerson Mandaluyong, National Capital Region, Philippines.In This Role, Your Responsibilities Will Be : .The Finance Solutions Architect will be responsible for designing global automation solutions ...Show moreLast updated: 30+ days ago
    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly!

    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly!

    ConcentrixMakati, Metro Manila, PH
    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly! 🌟.We are looking for dedicated and detail-oriented individuals to join our team as Financial Support Specialists.In thi...Show moreLast updated: 4 days ago
    Finance Specialist

    Finance Specialist

    First AdvantageAlabang, Remote, PH
    Quick Apply
    We’re looking for a detail-oriented and driven Finance Specialist to support our HKASEAN Finance team.This role plays a key part in ensuring the accuracy and efficiency of financi...Show moreLast updated: 12 days ago
    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly!

    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly!

    Tap Growth aiMakati, Metro Manila, PH
    Now Hiring in Concentrix Makati! Financial Support Role – Up to 29K Monthly! 🌟.We are looking for dedicated and detail-oriented individuals to join our team as Financial Support Specialists.In thi...Show moreLast updated: 4 days ago
    Business Solutions Specialist - Project Financials, Contracts, Cash & Expense

    Business Solutions Specialist - Project Financials, Contracts, Cash & Expense

    Filinvest GroupMuntinlupa City, Metro Manila, Philippines
    Quick Apply
    The Business Solutions Specialist is responsible for supporting the implementation, configuration, testing, and documentation of Oracle modules and other enterprise systems, with a primary focus on...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Finance Business Partner Specialist

    Finance Business Partner Specialist

    Aboitiz RenewablesLaguna, Philippines
    The Finance Business Partner Specialist is responsible for the preparation of Financial Reports (Variance Report, Budget, Rolling Forecast and Latest Thinking Forecast). Such Financial Reports will ...Show moreLast updated: 14 hours ago
    Operations & Financial Management Specialist (SDP)

    Operations & Financial Management Specialist (SDP)

    BruntWorkREMOTE, 00, ph
    Quick Apply
    Work Schedule : Monday to Friday 8 : 00am to 5 : 00pm Sydney Time with 1 hour unpaid break.Join a dynamic dual-company construction operation in Australia, supporting both residential building and comme...Show moreLast updated: 5 days ago
    Sales Executive (Bancassurance | Insurance | Finance)

    Sales Executive (Bancassurance | Insurance | Finance)

    HRTXBulacan, Philippines
    Quick Apply
    Sales & Distribution Bancassurance Channel.We are looking for a motivated and results-driven.In this role, you will be responsible for promoting and selling financial products and services thro...Show moreLast updated: 9 days ago
    Finance Specialist

    Finance Specialist

    PayretoMakati City, National Capital Region (NCR), PH
    Quick Apply
    WHAT WE OFFER Competitive Salary Packages Professional Development Opportunities Hybrid Work Setup Equipment Provided Day 1 HMO Life Insurance POSITION OVERVIEW The Finance Specialist will be respo...Show moreLast updated: 30+ days ago