Financial Sales Associate
Location
Calamba, Calabarzon
Job Type
Full time
Category
Sales Representatives, Services
Posted
June 21, 2026
The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.
Position Responsibilities:
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
Strengthen the long-term relationships with clients by providing excellent customer service
Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.
Prepares Monthly S...