~10d ago

Financial Solutions Specialist

Philippines·Cebu Citymid

OtherSolutions Specialist

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Quick Summary

Key Responsibilities

Actively promote and sell life insurance and investment products to bank customers. Build and maintain relationships with bank staff to generate referrals and leads.

Requirements Summary

Bachelors degree in Business, Finance, Marketing, or related field. Preferably with experience in sales, banking, insurance,

Technical Tools

OtherSolutions Specialist

Responsibilities

~1 min read

→Actively promote and sell life insurance and investment products to bank customers.
→Build and maintain relationships with bank staff to generate referrals and leads.
→Conduct financial needs analysis to recommend suitable financial solutions.
→Provide after-sales service and ensure customer satisfaction and retention.
→Attend regular training sessions and product briefings to stay updated.
→Prepare and submit sales reports and forecasts to management.
→Ensure compliance with regulatory guidelines and company policies.

Requirements

~1 min read

Bachelors degree in Business, Finance, Marketing, or related field.
Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of experience)
Excellent communication, negotiation, and interpersonal skills.
Highly motivated, results-oriented, and customer-focused.
Ability to work independently and as part of a team.
Must be willing to be assigned in designated bank branches.