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Financial Solutions Specialist

Company

HRTX

Location

, metro manila, philippines, metro manila

Posted

June 07, 2026

Position Overview

About the job Financial Solutions Specialist

Job Summary:

Key Responsibilities:

  • Promote and sell life insurance and investment products to bank clients.
  • Build relationships with bank staff to generate leads.
  • Conduct financial needs analysis and offer suitable solutions.
  • Provide after-sales support and ensure client satisfaction.
  • Attend trainings and submit sales reports.
  • Comply with all regulations and company policies.

Qualifications:

  • Bachelors degree in Business, Finance, Marketing, or related field.
  • At least 6 months experience in sales, banking, insurance, or customer service preferred.
  • Strong communication, negotiation, and interpersonal skills.
  • Self-motivated, goal-driven, and team-oriented.
  • Willing to be assigned to bank branches.

What We Offer:

  • C...

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