Financial Solutions Consultant (FSC)

Locations: Pasay, Cavite, BGC, Makati, Quezon City, Quiapo, Baguio, Olongapo, Pampanga, Pangasinan

We are looking for driven and customer-focused individuals to join as Financial Solutions Consultants (FSC). In this role, you will provide financial protection and insurance solutions to clients through partnered bank branches. You will also help strengthen relationships with bank partners while driving sales growth and delivering excellent customer service.

Work Schedule

Monday to Friday
8:00 AM to 5:00 PM / Banking Hours
ONSITE

Key Responsibilities

Offer and present insurance products to clients
Generate new business opportunities and achieve sales targets
Build and maintain strong relationships with bank partners and clients
Ensure retention of quality and active business within the assigned branch
Deliver excellent customer service and provide suitable financial solutions based on client needs
Support branch activities and sales initiatives to drive business growth

Qualifications

Bachelor's Degree graduate in any course; business-related courses are an advantage
Open to fresh graduates with strong potential, learning agility, confidence, and pleasing personality
At least 2 years of Bancassurance sales experience, OR
At least 3 years of solid sales experience from other industries
Background in financial services, sales, or account management is an advantage
Strong communication, presentation, interpersonal, and customer service skills
Self-motivated, goal-oriented, and able to work independently or as part of a team
Willing to be assigned to any of the listed locations

Preferred Candidates

Candidates with Bancassurance or insurance sales experience
Organic candidates or first-time insurance license applicants are welcome
Candidates with sales backgrounds and Certificate of Clearance are encouraged to apply

Financial Consultant / Unit Manager

Financial Solutions Consultant (Open for Fresh Grads)