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Banking & Financial Services 🏢 Full Time ⭐️ Terverifikasi

Sales Assistant - Bancassurance (Makati Office)

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

Deskripsi Pekerjaan

Are you a driven professional with a passion for financial services and sales? COCOGEN is seeking a dedicated and results-oriented Sales Assistant - Bancassurance to join our dynamic team in Makati. In this pivotal role, you will be instrumental in driving our profitability targets by actively soliciting business from both new and inactive clients. We are looking for individuals who thrive in a fast-paced banking environment and possess the ability to build lasting, trust-based relationships with customers.

As a Sales Assistant, you will be at the forefront of our insurance sales initiatives, helping clients secure their financial futures while contributing significantly to the company's growth. You will serve as the face of our financial products within the branch network, ensuring that every client interaction adds value to their financial planning journey. If you are target-oriented, resilient, and ready to make a tangible impact in the banking sector, we encourage you to apply for this exciting opportunity.

Tanggung Jawab

  • Actively solicit and acquire new business from potential and inactive clients within the banking network.
  • Meet and exceed assigned sales targets and profitability goals on a monthly basis.
  • Provide detailed product information and presentations to customers regarding bancassurance products.
  • Maintain accurate and up-to-date records of all client interactions and sales activities.
  • Build and nurture strong relationships with existing clients to encourage repeat business and referrals.
  • Collaborate with bank branch managers and team members to maximize sales opportunities.
  • Stay updated on market trends and competitor products to provide competitive advice to clients.

Kualifikasi

  • Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
  • Proven experience in sales, preferably in Bancassurance, insurance, or financial services.
  • Strong interpersonal and communication skills with the ability to engage diverse customer groups.
  • Highly target-oriented with a track record of achieving or exceeding KPIs.
  • Familiarity with banking products, insurance policies, and financial planning concepts.
  • Proficiency in MS Office applications and CRM software.
  • Willingness to work full-time in the Makati office.

Keahlian yang Dibutuhkan

Bancassurance Insurance Sales Customer Service Communication Lead Generation Financial Products Relationship Management

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