Financial Sales Associate
Location
mandaluyong, metro manila
Job Type
Full-time
Category
Sales
Posted
June 18, 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 Sales Call P...