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Bancassurance Financial Advisor

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Pan Asia Group
πŸ“ bataan, Philippines
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Location bataan
πŸ“…
Posted June 04, 2026
πŸš—
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Qualifications:



Associate Graduate or 2 years in college and at least have 2 years experience in Sales or Customer Service, any Sales Experience.

Bachelor's Graduate and at least 1 year experience in Sales or Customer Service, Retail, Automotive and Medical Representative preferably in a financial institutions.

Fresh graduates from business-related courses are welcome

Strong communication skills in verbal and written format

Displays positive values and a likable personality

Willing to be assigned in an bank store (Onsite)



Key Responsibilities:



Sales & Productivity: Achieve monthly sales targets (policy count, premium volume, and persistency rates).

Customer Engagement: Actively prospect within Bank's customer base, cross-selling and up-selling, and building long-term client relationships.

Financial Planning: Conduct needs-based analysis to recommend suitable insurance, retirement, and investme...

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πŸ“ Location Details

πŸŒ†
City
bataan
πŸ—ΊοΈ
Country
Philippines
πŸš—
Commute
Local Area

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