Bancassurance Sales Executive

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

• Graduate 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

What Youll Gain

• Competitive earnings with potential incentives
• Ongoing learning and mentorship
• A structured career path in financial advisory
• Experience working with a reputable financial institution