We are on the lookout for dynamic, driven, and customer-oriented professionals to be part of our growing team as Financial Solutions Consultants. In this client-facing role, you will serve as a brand ambassador within partner bank branches, offering tailored financial and insurance solutions that meet the diverse needs of customers. Your mission is to foster lasting client relationships, drive revenue growth, and represent our company with integrity and excellence.

• Represent our insurance products within assigned bank branches and build rapport with both clients and bank personnel.
• Identify customer needs and recommend appropriate Traditional and Variable insurance solutions.
• Meet and exceed sales targets through proactive client engagement and cross-selling opportunities.
• Collaborate with bank staff to optimize referral opportunities and ensure a seamless client experience.
• Deliver exceptional after-sales service and follow-up to ensure client satisfaction and policy retention.
• Submit timely reports to the Area Sales Head regarding performance, challenges, and opportunities.
• Maintain in-depth product knowledge and stay updated with financial trends and regulatory guidelines.

• A Bachelor’s degree, ideally in Business Administration, Finance, Marketing, or any related field.
• At least 2 years of sales experience; insurance or banking industry background is a plus.
• Candidates with a strong sales record in non-insurance industries are encouraged to apply.
• Excellent interpersonal and negotiation skills with a confident, consultative approach.
• Strong communication and presentation abilities, both written and verbal.
• Professional appearance and a client-centric mindset.
• Must be willing to work on-site in assigned bank branches and start within 15 days.

Preferred Skills & Traits:

• Proven ability to meet or exceed sales goals.
• Adaptable and resourceful in fast-paced, goal-driven environments.
• Team player with a collaborative attitude and a proactive mindset.
• Tech-savvy with the ability to learn CRM tools and digital reporting systems.
• A growth mindset with a passion for helping clients make informed financial decisions.

Compensation & Benefits:

• Competitive base salary plus monthly allowances
• Guaranteed performance bonuses (up to ₱30,000)
• 13th, 14th, and 15th-month pay
• Comprehensive HMO from day one
• 15 Vacation Leaves & 15 Sick Leaves per year
• Special leaves: Birthday, Marriage, Bereavement, Solo Parent Leave
• Group Life and Health Insurance
• Funeral Assistance and Retirement Program
• Incentive programs including local and international travel rewards
• Access to premium training, learning, and development opportunities