Bancassurance Financial Officer | Metro Manila

4 weeks ago


Metro Manila, Philippines AXA Philippines (Bankassure Dept.) Full time

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 PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tools 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 PSBANK in Edsa - Macapagal / Padre Faura St, Ermita / Del Monte Avenue, Quezon City / Fairview, Quezon City / Valenzuela - Malanday / Antipolo / Taytay

Graduate of any 4-year or 5-year Bachelor’s degree 

At least 3-5 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 



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