Financial Sales Executive/Bancassurance Sales Executive

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 ...