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Financial Sales Associate
On-site · Cabanatuan City, Central Luzon, Philippines
Job Summary
Financial Sales Associate responsible for providing life insurance and wealth management solutions to China Bank's clients, collaborating with branch and sales/service teams to address protection, long-term savings, and investment needs; build and maintain client relationships, achieve sales goals through lead generation and cross-selling of MCBL products, conduct client calls and presentations, ensure KYC/CDD/EDD compliance, and contribute to post-sale service and ongoing advisory to upsell and expand business.
Required Qualifications
- Bachelor’s/College Degree
- Work experience in bancassurance sales is highly preferred
- sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality and IT industries are encouraged to apply
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