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Financial Consultant

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Q2 HR Solutions Inc.
πŸ“ makati, Philippines
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Location makati
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Posted May 30, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

On-site - Makati No Exp Required Bachelor Full-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Government Mandated Benefits

Insurance Health & Wellness

HMO

Retirement Plan

As a Bancassurance Sales Executive, you will serve as the bridge between banking services and insurance solutions. You will be responsible for identifying customer needs, offering tailored financial products, and maintaining strong relationships with both clients and bank partners. This role is ideal for individuals who are passionate about sales, customer service, and financial growth.

Key Responsibilities:

  • Client Engagement & Lead Generation: Proactively identify potential clients through branch walk-ins, referrals, and outbound efforts. Schedule consultations and assess customer financial needs.
  • Financial Needs Analysis & Product Presentation: Recommend appropria...

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πŸ“ Location Details

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City
makati
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Country
Philippines
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Commute
Local Area

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