Bancassurance Sales Executive

Philippinesmid

SalesAccount Executive

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Quick Summary

Key Responsibilities

Develop strong working relationships with bank personnel to drive client referrals and generate leads.

Requirements Summary

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.

Technical Tools

SalesAccount Executive

Requirements

~1 min read

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 (licensing support and training will be provided if needed).

Responsibilities

~1 min read

→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