Work Setup

On-Site | Monday to Friday

Location

Mindanao (Davao, Koronodal City, Butuan, Bislig, Camiguin, Misamis Oriental, Marawi City, Zamboanga del Sur, Zamboanga del Norte)

This role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications

• Bachelor's 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.
• Possessing a finan...