Sales ExecutiveHRTX

Key Responsibilities:
Develop strong working relationships with bank personnel to drive client referrals and generate leads.
Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
Qualifications:
Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
At least 6 months of relevant experience in financial services, sales, banking, or insurance.
Excellent communication, interpersonal, and customer service skills.
Results-oriented and motivated by a passion for helping people with their financial well-being.
Willing to be deployed to an assigned bank branch location.
HRTx

Cebu City, Cebu
₱25,000 per month
Permanent
Full-time