Junior Financial Sales Associate - On-site in Quezon City

About the Role

We are seeking a Junior Financial Sales Associate to join our team in Quezon City. In this role, you will provide life insurance solutions to clients while working closely with our branch sales and service teams. This position is ideal for individuals who are passionate about customer service and sales, and are looking to grow their careers in the financial sector.

Your primary focus will be to strengthen long-term client relationships and assist in achieving sales goals. You will also prepare sales call plans and reports to track your progress. If you are self-driven and motivated, this opportunity is perfect for you. Explore more about our Quezon City opportunities.

Responsibilities

• Provide life insurance solutions to clients effectively.
• Work closely with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term client relationships through regular follow-ups.
• Assist in achieving sales goals and targets set by the management.
• Prepare sales call plans and reports to monitor performance.
• Generate new account relationships to expand the client base.
• Conduct market research and deliver engaging sales presentations.
• Ensure compliance with KYC and CDD procedures during transactions.
• Attend meetings and training sessions to enhance skills.
• Conduct post-sales service and handle client complaints efficiently.

Requirements

• Bachelor’s/College Degree in any field is required.
• Sales experience in any industry is preferred.
• Customer service experience is an advantage.
• Strong interpersonal and communication skills are essential.
• Self-driven and motivated individuals will excel in this role.
• Experience in bancassurance sales is a plus.

Benefits

Joining our team comes with several benefits, including:

• Competitive salary with performance-based incentives.
• Comprehensive health insurance coverage (HMO).
• Opportunities for professional growth and development.
• Work-life balance with weekends off.
• Supportive work environment that values collaboration.

• Bachelor’s/College Degree in any field is required.
• Sales experience in any industry is preferred.
• Customer service experience is an advantage.
• Strong interpersonal and communication skills are essential.
• Self-driven and motivated individuals will excel in this role.
• Experience in bancassurance sales is a plus.

• Provide life insurance solutions to clients effectively.
• Work closely with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term client relationships through regular follow-ups.
• Assist in achieving sales goals and targets set by the management.
• Prepare sales call plans and reports to monitor performance.
• Generate new account relationships to expand the client base.
• Conduct market research and deliver engaging sales presentations.
• Ensure compliance with KYC and CDD procedures during transactions.
• Attend meetings and training sessions to enhance skills.
• Conduct post-sales service and handle client complaints efficiently.