Bancassurance Sales Executive (Iloilo City)

Bancassurance Sales Executive

Iloilo City

Be Where Financial Decisions Happen

Step into a high-impact role where banking meets insurance. As a Bancassurance Sales Executive, you’ll be strategically positioned within bank branches, engaging clients at the point of financial decision and offering solutions that truly matter.

This is more than sales, it’s financial advisory, relationship building, and meaningful impact.

What You’ll Do

As part of our Bancassurance team, you will:

• Provide financial protection and wealth solutions to bank clients based on their needs
• Drive new business, cross-sell, and up-sell opportunities within the bank’s customer base
• Build strong partnerships with branch managers, relationship officers, and bank staff to generate leads
• Deliver a consultative selling experience, not just transactional sales
• Maintain long-term relationships through after-sales servicing and client retention
• Act as a bridge between clients and back-office teams for policy servicing and claims
• Monitor performance and consistently achieve sales targets and KPIs
• Provide insights on market trends, customer behavior, and competitor activities

• High earning potential (competitive salary + incentives)
• Warm leads from bank clients—no cold selling
• Strong career growth in insurance, banking, and financial advisory
• Structured training aligned with global insurance best practices (customer needs analysis, ethical selling, financial planning)
• Exposure to both banking and insurance ecosystems

• Graduate of any 4-year course
• With experience in sales, banking, insurance, or financial services (preferred but not required)
• Strong communication, relationship-building, and influencing skills
• Driven, goal-oriented, and passionate about helping clients
• Comfortable working in a branch-based, client-facing environment