This job offer is not available in your country.
Bancassurance Sales Specialists (Insurance / Loans, Automotive, Real-estate)
HRTXCebu City, Cebu, Philippines5 days ago
Job type
- Quick Apply
Job descriptionDevelop 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. 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.
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 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 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, but not required (licensing support and training will be provided if needed).
Key Responsibilities :
Basic Salary : 25,000
Competitive Benefits :
Create a job alert for this search
Sales Specialist • Cebu City, Cebu, Philippines
Related jobs
Youll support the sales team with process coordination, pipeline tracking, client research, and reporting to ensure deals move forward efficiently.
Manage and track the sales pipeline, ensuring time...Show moreLast updated: 30+ days ago
Monitors calls and provides feedback to agents.Partners with the training team in providing feedback that would improve the overall quality of performance.
Participates in call calibrations, monitor...Show moreLast updated: 2 hours ago
About Us WindshieldHUB is a nationwide leader in auto glass replacement and repair , serving thousands of customers across the United States each month.
With over a decade of experience and a reputa...Show moreLast updated: 30+ days ago
This role requires a strong background in both consumer lending and complex mortgage servicing operations, ensuring strict adherence to all regulatory and internal compliance standards.Proactively ...Show moreLast updated: 5 days ago
Maintain high knowledge on all departments.Have extensive experience with Salesforce and knowledge of navigating the interface.
Ability to provide a high level of detail to the Retention Account Man...Show moreLast updated: 30+ days ago
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: 8 days ago We're Hiring : Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday).Are you a motivated sales professional who loves meeting people and helping them reach their goals? W...Show moreLast updated: 11 days ago We're Hiring : Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday).Are you a motivated sales professional who loves meeting people and helping them reach their goals? W...Show moreLast updated: 13 days ago 
You might be just the person we're looking for.Paid Onboarding | Build a Real Portfolio with Global Clients | Cebu-Based, On-Site.
Do you love keeping things organized, tracking progress, and helpin...Show moreLast updated: 30+ days ago
- Promoted
Real Estate Sales Director
Apas BoardingCebu City, Central Visayas, Philippines Real Estate Sales Director at Apas Boarding.Salary : ₱15-20K (Monthly) On-site - Cebu.Working location : Chelsea Road Nichols Park, Cebu, Philippines.
Lead and motivate the sales team to achieve sales...Show moreLast updated: 24 days ago
Sales Operations Specialist
Nexus Recruitment GroupCebu City, Cebu, PhilippinesQuick Apply
- Promoted
Growth Backer - Are You a Sales Champion - Work from Home Set up
CyberbackerCebu, Cebu, PH Key Responsibilities : Dominate your market : Identify, target, and win new business opportunities like the sales pro you are.
Crush your quotas : We don’t care about excuses – we care about results....Show moreLast updated: 30+ days ago
- New!
Quality Assurance Specialist
SVCPH Inc.Cebu City, Cebu, PhilippinesQuick Apply
Warranty Specialist-Auto Glass & Leak Claims
WindshieldHUBCebu, Cebu, PHQuick Apply
- Promoted
Real Estate Sales Director
Filinvest Land, Inc. - CebuCebu City, Central Visayas, Philippines Manages, sells and promotes inventories of all Filinvest projects.Finds effective strategies to gain leads and convert to prospected clients.
Establishes and manages a strong network locally and mai...Show moreLast updated: 24 days ago
- Promoted
Quality Assurance Manager - Travel BPO (Cebu City)
TASQ Staffing SolutionsCebu City, Philippines QA Manager - Travel (Cebu) | Onsite.Completed second year of college or a college graduate.QA Manager, preferably in travel or telco voice accounts.
Familiar with quality methodologies such as Lean ...Show moreLast updated: 30+ days ago
Loan Executive (Sales - Mortgage, Tax & Personal Loan)
BPO RelationsCebu City, Cebu, PhilippinesQuick Apply
Retention Specialist
Staff4MeCebu City, Central Visayas, PHQuick Apply
- Promoted
- New!
Sales and Marketing Specialist
PRIMEWORLD LAND HOLDINGS INC.cebu city, Cebu, PH Will manage social media platforms, creating and optimizing digital content.Conducting market research - Accept / Assist inquiries from social media tools ( Facebook, CRM, Website ) - Interact with...Show moreLast updated: 5 hours ago
- Promoted
Travel Sales Agent
Dyninno Philippines CebuCebu City, Cebu, PH Dyninno Cebu is looking for Travel Sales Agents! Why Join Dyninno Cebu? 1.Earn unlimited incentives with our top-tier performance rewards 2.
Get paid while training in Communication & Customer Se...Show moreLast updated: 5 days ago
Financial Solutions Specialist (Bancassurance)
HRTXCebu City, Cebu, PhilippinesQuick Apply
Sales Executive - Bancassurance w / 14th month
HRTXCebu City, Cebu, PhilippinesQuick Apply
Sales Executive - Bancassurance (Cebu)
HRTXCebu City, Cebu, PhilippinesQuick Apply
- Promoted
Leasing Associate to the US Managing Director
BH PropertiesCebu City, Central Visayas, Philippines Leasing Associate to the US Managing Director.Leasing Associate to the US Managing Director.Be among the first 25 applicants.
BH Properties is a privately held commercial real estate investment firm...Show moreLast updated: 30+ days ago
- Promoted
Executive Partner
Athena LabsTalisay, Central Visayas, Philippines Athena is on a mission to improve how people work and live.Our membership helps growth-motivated leaders work smarter, live better, and achieve more with a personalized support team backed by the l...Show moreLast updated: 30+ days ago
- Promoted
Branch Manager - Sales
RCBCCarmen, Cavite, Philippines Plan and implement sales strategies to achieve goals and ensure the long-term sustainability of the Business Center.Monitor market conditions and developments in the trading area, identifying curre...Show moreLast updated: 30+ days ago
Sales Support Specialist
Exodia Game DevelopmentCebu City, Cebu, PhilippinesQuick Apply