Banking Sales Officer

Experience Level: Entry – Individual Contributor

Employment Type: Full-time

Work Setup: On-site (bank branch)

Location/s:  Paniqui, Tarlac / Trece Martires, Cavite / Rosales, Pangasinan / Manila City / Quezon City
Industry: Bancassurance

About the Job:
As a Banking Sales Officer, your primary responsibility is to achieve the bank's sales targets by offering customer-centric financial solutions that align with the unique needs and aspirations of the clients. In this client-facing role, you will serve as the main point of contact, forging strong and lasting relationships with customers. Your role involves understanding their financial goals and needs, providing expert guidance, and helping them plan for a better tomorrow, so they can enjoy their best lives today. Join us in our mission to empower Filipinos through effective financial planning, meaningful connections, and be the financial superhero customers didn't know they needed!

Company Profile:

Our client is a dynamic and customer-centric insurance company with a commitment to providing innovative and reliable insurance solutions, whether it's life, health, or wealth protection our client is a trusted partner in ensuring a brighter and more secure future.

Join a company pioneering innovative insurance solutions, safeguarding life, health, and wealth!

• Monthly basic pay + allowances + commission (uncapped incentives!)
• Work-Life balance with fixed dayshift and weekends off and follows Philippine bank holidays.
• HMO and Life Insurance on Day 1.
• Fun and engaging workplace.

Required Qualifications:

• Completed at least 2 years in college + 2 years' experience in sales or customer service; OR completed a 4-year bachelor's degree + 1 year experience in sales or customer service.
• Fresh graduates from business-related courses are welcome.
• Effective communication of financial concepts to provide exceptional client service.
• Accepting applications from both licensed and unlicensed financial advisors.
• Willing to be assigned onsite at a bank branch.
  

Preferred Qualifications:

• For non-fresh graduates, a minimum of 6 months of client-facing experience, preferably in a financial institution.
• Displays positive values and a likable personality, building trust and maintaining strong client relationships.

Please be aware that there are no application fees for this position. All expenses related to training, required devices, and examination fees will be fully covered by the client. We do not require or request any form of payment during the application process. Any requests for payments in connection with this job posting should be considered fraudulent and reported immediately to our recruiting department at [email protected].

About Likha Careers:

Likha is a traditional Tagalog (Filipino) word that means ‘to create’ or creation. At its core, Likha Careers exists to help create a world where people of all walks of life have the opportunity to participate in a positive and rewarding career where happiness, pride, and financial security are achieved. We do this through thoughtful, people-centric career services.

Let’s create your career together!