Junior Financial Sales Associate - On-site in Cebu

About the Role

Join our team as a Junior Financial Sales Associate in Cebu, where you will play a vital role in providing life insurance solutions to clients. This position is on-site, allowing you to collaborate closely with our branch sales and service teams. Your efforts will help strengthen long-term client relationships and contribute to achieving our sales goals.

Responsibilities

• Provide tailored life insurance solutions to meet client needs.
• Collaborate with branch sales and service teams to enhance client satisfaction.
• Build and maintain long-term relationships with clients for future business opportunities.
• Assist in reaching sales targets through proactive engagement.
• Prepare detailed sales call plans and reports to track progress.
• Generate new account relationships through effective networking.
• Conduct market research to identify potential sales opportunities.
• Ensure compliance with KYC and CDD procedures during client interactions.
• Attend regular meetings and training sessions to enhance skills.
• Conduct policy reviews and provide post-sales service to clients.

Requirements

• Bachelor’s or College Degree is required.
• Sales experience in financial services or related fields is preferred.
• Customer service experience to effectively address client needs.
• Strong interpersonal skills to foster positive client relationships.
• Effective communication skills for clear and persuasive interactions.
• Self-driven and highly motivated to achieve sales goals.
• Experience in bancassurance sales is a plus.

Benefits

We offer a competitive salary and a supportive work environment that promotes work-life balance. You will have opportunities for professional growth and development within our organization. Enjoy regular weekends off and a clear path for career advancement. Join us to make a meaningful impact in the lives of our clients while building a rewarding career.

For more opportunities, check out our Cebu job listings or learn about our company culture.

• Bachelor’s or College Degree is required.
• Sales experience in financial services or related fields is preferred.
• Customer service experience to effectively address client needs.
• Strong interpersonal skills to foster positive client relationships.
• Effective communication skills for clear and persuasive interactions.
• Self-driven and highly motivated to achieve sales goals.
• Experience in bancassurance sales is a plus.

• Provide tailored life insurance solutions to meet client needs.
• Collaborate with branch sales and service teams to enhance client satisfaction.
• Build and maintain long-term relationships with clients for future business opportunities.
• Assist in reaching sales targets through proactive engagement.
• Prepare detailed sales call plans and reports to track progress.
• Generate new account relationships through effective networking.
• Conduct market research to identify potential sales opportunities.
• Ensure compliance with KYC and CDD procedures during client interactions.
• Attend regular meetings and training sessions to enhance skills.
• Conduct policy reviews and provide post-sales service to clients.