Full-time

Bancassurance Financial Advisor

Posted by Pan Asia Group • bataan, bataan, Philippines

📍 bataan, bataan 🕒 June 23, 2026

About the Role

Qualifications:



Associate Graduate or 2 years in college and at least have 2 years experience in Sales or Customer Service, any Sales Experience.

Bachelor's Graduate and at least 1 year experience in Sales or Customer Service, Retail, Automotive and Medical Representative preferably in a financial institutions.

Fresh graduates from business-related courses are welcome

Strong communication skills in verbal and written format

Displays positive values and a likable personality

Willing to be assigned in an bank store (Onsite)



Key Responsibilities:



Sales & Productivity: Achieve monthly sales targets (policy count, premium volume, and persistency rates).

Customer Engagement: Actively prospect within Bank's customer base, cross-selling and up-selling, and building long-term client relationships.

Financial Planning: Conduct needs-based analysis to recommend suitable insurance, retirement, and investme...

Ready to Apply?

Submit your application today and take the next step in your career journey with Pan Asia Group.

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