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Financial Sales Executive/Bancassurance Sales Executive

Company

Q2 HR Solutions Inc.

Location

manila, Philippines

Type

Full-time

Q2 HR Solutions Inc.

Recruitment Specialist

On-site - Manila | 1-3 Yrs Exp | Bachelor's | Full-time

Job Description

Employee Recognition and Rewards

  • Commission

Government Mandated Benefits

Insurance, Health & Wellness

  • Life Insurance

Daily Sales Activities

  • Carry out continuous lead generation activities
  • Set appointments, whether over the phone or face‑to‑face
  • Conduct financial needs analysis and recommend customized solutions
  • Prepare documents of customers and submit applications
  • Strengthen customer relationship through after‑sales service

Relationship Management

  • Build a long‑term relationship with the bank partner
  • Engage the bank partner to be active referrers
  • Promote reciprocity by referring customers to the bank for a loan or savings/checking account
  • Inform and ...

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