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 and wealth management solutions to clients. You will work closely with branch sales and service teams to strengthen long-term client relationships. This position is ideal for individuals who are self-driven and highly motivated to achieve sales goals.

Responsibilities

• Provide life insurance and wealth management solutions to clients effectively.
• Collaborate with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term relationships with clients through regular follow-ups.
• Assist in achieving sales goals and targets by preparing strategic sales plans.
• Generate new account relationships through networking and referrals.
• Conduct market and competitor analysis to identify opportunities.
• Ensure compliance with Know-Your-Customer (KYC) procedures.
• Conduct policy reviews and provide exceptional customer service.

Requirements

• Bachelor’s or College Degree is required for this position.
• Previous sales experience is preferred to excel in this role.
• Customer service experience is essential for client interactions.
• Strong interpersonal skills to build rapport with clients.
• Effective communication skills to convey complex information clearly.
• Self-driven and highly motivated to achieve personal and team goals.
• Experience in bancassurance sales is a plus.

Benefits

Joining our team offers numerous benefits, including a competitive salary and opportunities for professional growth. We value work-life balance and provide a supportive environment for our employees. Enjoy weekends off and a clear path for career advancement. Additionally, we offer health maintenance organization (HMO) coverage to ensure your well-being. For more information on our company culture and other roles, visit our Quezon City job listings.

If you are passionate about finance and sales, apply now to become part of our dynamic team!

• Bachelor’s or College Degree is required for this position.
• Previous sales experience is preferred to excel in this role.
• Customer service experience is essential for client interactions.
• Strong interpersonal skills to build rapport with clients.
• Effective communication skills to convey complex information clearly.
• Self-driven and highly motivated to achieve personal and team goals.
• Experience in bancassurance sales is a plus.

• Provide life insurance and wealth management solutions to clients effectively.
• Collaborate with branch sales and service teams to enhance client satisfaction.
• Strengthen long-term relationships with clients through regular follow-ups.
• Assist in achieving sales goals and targets by preparing strategic sales plans.
• Generate new account relationships through networking and referrals.
• Conduct market and competitor analysis to identify opportunities.
• Ensure compliance with Know-Your-Customer (KYC) procedures.
• Conduct policy reviews and provide exceptional customer service.