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Banking & Financial Services 🏢 Full Time ⭐️ Terverifikasi

Bancassurance Associate - Makati Office

COCOGEN
Makati City, Metro Manila
Estimasi Gaji
PHP 16.000 – PHP 17.000
Live Update
15 Juni 2026
Batas Akhir
15 Jun 2027

Deskripsi Pekerjaan

Are you a driven professional looking to make a tangible impact in the financial services industry? COCOGEN is seeking a dynamic Bancassurance Associate to join our growing team in Makati City. In this pivotal role, you will serve as the vital link between our financial institution and our clients, driving revenue through strategic sales initiatives.

Your primary objective will be to achieve assigned profitability targets by actively soliciting business from both new and inactive clients. We are looking for individuals who possess a strong sales mindset, excellent communication skills, and a genuine desire to help clients secure their financial futures. If you thrive in a high-performance environment and are eager to advance your career in banking and insurance, we want to hear from you.

Tanggung Jawab

  • Actively solicit and sell bancassurance products to bank clients to achieve monthly and quarterly sales targets.
  • Build and maintain long-term relationships with new and inactive clients to maximize cross-selling opportunities.
  • Conduct needs analysis and product presentations to educate clients on insurance benefits.
  • Coordinate with bank officers and branch personnel to facilitate the sales process effectively.
  • Follow up on leads and convert prospects into policyholders through persuasive communication.
  • Document client interactions accurately and maintain up-to-date sales records.
  • Adhere to company compliance standards and regulatory requirements during all sales activities.

Kualifikasi

  • Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
  • Proven track record in sales, financial services, or a related industry is highly preferred.
  • Excellent verbal and written communication skills with the ability to influence others.
  • Strong interpersonal skills and the ability to build rapport quickly with diverse clients.
  • Self-motivated, results-oriented, and able to work independently as well as in a team setting.
  • Willingness to undergo additional training and product certification programs.

Keahlian yang Dibutuhkan

Bancassurance Sales Client Acquisition Financial Services Relationship Building Communication Customer Service Insurance Sales

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