Sales Associates (Insurance)
Location
, metro manila, philippines, metro manila
Job Type
Full-time
Category
Finance
Posted
June 23, 2026
Qualifications
- 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).
Key Responsibilities
- 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-bu...