Location
cebu city
Job Type
Full-time
Posted
June 01, 2026
Job Description
Work Schedule: Monday to Friday (Bank Operating Hours)
Location: Cebu Branches
Industry: Bank Industry
Key Responsibilities
- Actively promote and sell life insurance and investment products to bank customers.
- Build and maintain relationships with bank staff to generate referrals and leads.
- Conduct financial needs analysis to recommend suitable financial solutions.
- Provide after-sales service and ensure customer satisfaction and retention.
- Attend regular training sessions and product briefings to stay updated.
- Prepare and submit sales reports and forecasts to management.
- Ensure compliance with regulatory guidelines and company policies.
Qualifications
- Bachelor's degree in Business, Finance, Marketing, or related field.
- Preferably with experience in sales, banking, insurance, or customer service (at least 6 months and above of ...