Financial Solutions Specialist
- Metro Manila
- Permanent
- Full-time
- 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).
- 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.
- Commissions
- HMO with 2 dependents.
- Life insurance and retirement plan upon regularization.
- Leave credits you can convert to cash + special birthday leave.
- Up to 14th-month pay, attendance bonus, and sales raffle rewards.
- Annual salary increase and performance bonuses.
- Laundry allowance, rice subsidy, and a Christmas gift.
- Emergency and bereavement leaves when needed.