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Financial Sales Associate
On-site · Naga, Bicol Region, Philippines
Naga, Bicol Region, PhilippinesOn-siteFull TimeMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Financial Sales Associate responsible for providing life insurance and wealth-management solutions to bank clients, working with branch and sales/service teams to address protection, long-term savings and investment needs; tasks include lead generation/conversion, account acquisition/maintenance, cross-selling of MCBL products, planning and reporting, client calls and presentations, KYC/CDD/EDD compliance, and post-sales service to enhance client relationships and profitability.
Required Qualifications
- Bachelor’s/College Degree
- Experience in bancassurance sales preferred
- Sales and customer service experience from banking/financial services sectors encouraged to apply
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