Bancassurance Financial Consultant (Bank-Based | Up to 32K Salary + Incentives)
Full-time
Q2 HR Solutions
Why You’ll Love This Role
• Bank‑Based (No Fieldwork)
• Weekends Off (Sat–Sun)
• Banking Hours
• Leads Provided by the Branch
• Get up to ₱32,000 Base Salary + Commissions & Bonuses
Work inside a partner bank branch, assist walk‑in & referred clients, and build a stable career in bancassurance and financial advisory .
About the Role
You will be assigned to a partner bank branch to assist clients with their financial needs. This role is ideal for both fresh graduates and experienced financial sales professionals seeking stable hours, strong earning potential, and clear career growth.
Key Responsibilities
- Assist walk‑in and referred clients inside the partner bank branch
- Conduct basic financial needs assessments
- Recommend insurance and financial solutions aligned with client goals
- Build relationships with clients and bank officers
- Support branch sales performance and achieve individual targets
- Complete documentation accurately; follow compliance guidelines
Qualifications
For Fresh Graduates / Entry Level:
- Bachelor’s degree (any course)
- Good communication skills
- Professional appearance
- Willing to work onsite at a bank branch
For Experienced Candidates:
Preferred backgrounds:
- Bancassurance
- Financial sales/insurance sales
- Banking sales/loans/lending
- Real estate sales
- Any client‑facing sales role
- Proven ability to hit sales targets
Role Details
- Location: Metro Manila bank branches
- Setup: On-site, bank‑based
- Schedule: Banking Hours, Weekends Off
- Employment Type: Full‑time
Compensation & Benefits
- Get up to ₱32,000 base salary
- Commissions + performance bonuses
- 14th & 15th month pay
- Holiday pay
- HMO upon hire
- Group Life Insurance
- Retirement plan
- Rice & clothing allowance
- Company loans & assistance programs
- Christmas & birthday gifts
Why Join Us
- 100% bank‑based, no fieldwork
- Leads provided — no cold calling
- Structured training & certifications
- Clear promotion path within the bank partner channel
- Stable schedule + PH holidays
Vacancy posted 7 days ago
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