Bancassurance Financial Advisor

Pan Asia Group
📍 bataan, bataan, Philippines 💼 Full-time 🕒 Posted June 05, 2026

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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Job Details

  • Location bataan, bataan
  • Job Type Full-time
  • Category Other-General
  • Posted Date June 05, 2026
  • Application Deadline July 15, 2026