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Bancassurance Financial Executive | CEBU CITY
2 months ago
Join the Top Global Insurance Brand
AXA's FINANCIAL SALES EXECUTIVES are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full time sales employees based in METROBANK / PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tolls in customizing, and presenting financial solutions to their clients, they are trained to excel in the art of putting the customer first at the center of their business.
Job Purpose:
Daily Sales Activities
Carry out continuous lead generation activities
Set appointments, whether over the phone or face-to-face
Conduct financial needs analysis and recommend customized solutions
Prepare documents of customers and submit applications
Strengthen customer relationship through after sales servicing
Relationship Management
Build a long term relationship with the bank partner
Engage the bank partner to be active referrers
Promote reciprocity by referring customers to the bank for a loan or savings/checking account
Inform and update branch of daily activities, branch performance, status of referrals
Professional Development
Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
Attend advance training offerings and designation programs
Get accredited to run customer events, whether in-branch or offsite
Minimum Qualification:
Willing to be assigned in Metrobank anywhere in Cebu City or anywhere in Cebu Province (or nearby areas)
Graduate of any 4-year or 5-year Bachelor’s degree
At least 1-2 years of solid working experience and a successful track record as:
· Retail sales or relationship officer
· Car Sales
· Property Specialist
· Sales Associate
· Sales Representative
· Medical Sales Representative
· Customer Service Representative
· Bank Staff
· Real estate broker
Ability to achieve sales targets on a monthly basis
Excellent communication and interpersonal skills
Ability to exhibit a strong aspiration to be an expert or leader in the future
Display an excellent team spirit
With desire to have a noble purpose in their career
Preferably with sales or customer service experience but open to fresh graduates
