Sales Executive (Bancassurance | Insurance | Finance)

Job Openings Sales Executive (Bancassurance | Insurance | Finance)

About the job Sales Executive (Bancassurance | Insurance | Finance)

Location: Baguio

Job Type: Full-Time

Job Summary:

We are looking for a motivated and results-driven Sales Executive to join our growing team. In this role, you will be responsible for promoting and selling financial products and services through our partner bank branches. You will support clients with their financial planning needs, generate leads, and maintain long-term account relationships to drive sales growth.

Key Responsibilities:

Client Relationship

• Engage and build strong relationships with bank staff and walk-in clients.
• Conduct financial needs analysis to identify client requirements.
• Offer life insurance and investment-linked financial products suited to individual client profiles.
• Achieve...