Financial Solutions Specialist (Bancassurance) | Mindanao

Job Title: Financial Solutions Specialist

Setup & Schedule: Full Onsite | Monday to Friday | Dayshift

Available Locations: Davao City, Butuan, Camiguin, Zamboanga Del Sure & Norte, Marawi, and Misamis Oriental

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.
• Strong communication, interpersonal, and customer service skills.
• Results-driven and motivated by a genuine passion for helping individuals achieve financial well-being.
• Willing to be assigned to a designated bank branch location.
• Holding a financial advisor or insurance license is an advantage (licensing support and training will be provided if necessary).

Key Responsibilities:

• Build and maintain strong working relationships with bank personnel to generate leads and client referrals.
• Perform comprehensive financial needs assessments and recommend appropriate insurance and investment solutions.
• Provide personalized consultations to walk-in clients and bank customers on protection and wealth accumulation options.
• Educate clients on savings, insurance, and investment-linked products aligned with their financial objectives.
• Ensure a seamless and professional sales process, from initial consultation through policy issuance and post-sale service.
• Grow and manage client portfolio through consistent after-sales engagement and regular follow-ups.
• Meet or exceed monthly sales targets and performance metrics.
• Comply with all regulatory and company policies, ensuring accurate and complete 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.