Bancassurance Financial Officer

4 weeks ago


Manila, National Capital Region, 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

  • Manila, National Capital Region, Philippines Manulife Philippines Full time

    The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients. • Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs • Strengthen the long-term relationships with clients by...


  • Manila, National Capital Region, 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 METROBANK / PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tolls in...

  • Accounting Officer

    4 weeks ago


    Manila, National Capital Region, Philippines PHILSTOCKS FINANCIAL, INC Full time

    Job Qualifications Graduate of Bachelor's Degree in Accountancy, Financial Management or any related course2 to 3 of working experience in accountingAdvance skills on MS OfficeProven knowledge on book keeping and accounting principles, practicesWith high attention to details and accuracyAbility to direct and supervise. Job Description Assures daily tasks are...


  • Manila, National Capital Region, Philippines Manulife Philippines Full time

    The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients:Candidate must possess at least a Bachelor's/College Degree in any fieldPreferably with Bancassurance experienceMust be self-driven and highly motivatedPersonable, with above average interpersonal and communication skills A...


  • Manila, National Capital Region, Philippines Manulife Philippines Full time

    The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.• Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs• Strengthen the long-term relationships with clients by...

  • Area Manager

    2 weeks ago


    Manila, National Capital Region, Philippines AXA Philippines (Bankassure Dept.) Full time

    The OpportunityBecome an Area Manager for the Bancassurance department at AXA Philippines, one of the leading insurance providers in the country. This full-time role is based in Metro Manila and offers the opportunity to lead a team of insurance sales professionals and drive the growth of AXA's bancassurance business. Key ResponsibilitiesManage and develop a...

  • Telesales Officer

    2 weeks ago


    Manila, National Capital Region, Philippines Security Bank Corporation Full time

    The RoleAs a Telesales Officer under, you will be responsible for selling investments and lending products to a select existing base segment via teleselling. You will be responsible for touching an identified number of callouts leads and hitting set targets of product sales per month, particularly Trust and Treasury products, Bancassurance products, and...


  • Manila, National Capital Region, Philippines iKitchen, Inc, Full time

    About the Company:Popeyes Louisiana Kitchen Philippines, Inc. (PLK) is a restaurant chain that serves Cajun-style fried chicken, biscuits, and sides. Founded in 1972 in New Orleans, Louisiana, Popeyes has grown into a global brand with branches in over 30 countries. In the Philippines, Popeyes opened its first branch in 2019 and now boasts over 50 branches....

  • Bancassurance Sales

    4 weeks ago


    Manila, National Capital Region, Philippines BDO Life Assurance Company, Inc. Full time

    Are you looking for an entrepreneurial type of career in corporate world through life insurance sales?Are you after a financially-rewarding and noble career by protecting the financial well-being of Filipino families?Then join our growing BDO Life Sales Team Your role:Provide financial planning services to BDO clients using BDO Life insurance plans. Your...


  • Manila, National Capital Region, Philippines Security Bank Corporation Full time

    The RoleAs a Skybranch Officer, you will be responsible for selling investments and lending products to a select existing base segment via teleselling. You will be responsible for touching an identified number of callouts leads and hitting set targets of product sales per month, particularly Trust and Treasury products, Bancassurance products, and lending...


  • Manila, National Capital Region, Philippines Manulife Philippines Full time

    The OpportunityThe Financial Sales Associate is responsible for providing life insurance solutions to Bank's clients. He/she will work in coordination with branch sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.ResponsibilitiesWork closely with branch sales and service teams to...


  • Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time

    Job Summary: Sales Representative role at a leading bank, responsible for generating leads, building customer relationships, and driving sales growth. Qualifications: Bachelor's Degree (open to fresh graduates and career shifters) Ability to meet sales targets on a monthly basis Excellent communication and interpersonal skills ...


  • Manila, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    The Group Sales Officer's (GSO) primary responsibility is corporate new business acquisition. You will get the chance to interact with the Management Team of companies from across different industries to explore medical and insurance needs of their employees.

  • Financial Analyst

    3 months ago


    Manila, National Capital Region, Philippines Security Bank Corporation Full time

    About the RoleAs a Financial Analyst, you will be responsible for evaluating an assigned company according to the inherent risks and opportunities that the company may be able to undertake. You will recommend the appropriate facilities and level of business that the SB Rental may be able to undertake with the said Entity. How you'll contributePreparation of...


  • Manila, National Capital Region, Philippines Bresourced Inc. Full time

    Ready to take on a life changing challenge? We are looking to hire a fulltime Financial Planning Administrator/ Client Service Officer for our Financial Planning team. Our ideal candidate is detail-oriented, eager to learn and willing to go the extra mile. Who We're Looking For Highly competent in providing administrative supportBackground in banking,...

  • Financial Analyst

    1 month ago


    Manila, National Capital Region, Philippines Toyota Motor Philippines Corporation Full time

    The Financial Analyst is a member of the Finance Team that is responsible for creating financial analysis and reporting of dealer profitability, cash flow and improving dealer finance operations.In this role, you are expected to be a domain expert in conducting financial studies, financial reporting, and project management. Your role and...

  • Customer Service

    3 weeks ago


    Manila, National Capital Region, Philippines Financial Rescue LLC Full time

    **Job Description:**Are you a results-driven individual with a passion for delivering excellent customer service through both voice and non-voice channels? If you thrive in a dynamic, goal-oriented environment and enjoy helping clients resolve their financial situations, we invite you to join us as a **Customer Service Representative (Voice and Non-Voice...

  • Financial Analyst

    1 month ago


    Manila, National Capital Region, Philippines Toyota Motor Philippines Corporation Full time

    Toyota Motor Philippines is looking for Financial Analyst to join our Dealer Development Department based in Makati City, Metro Manila, Philippines.The Financial Analyst is a member of the Business & Administration Support Team that is responsible for creating financial analysis and reporting of dealer profitability, cash flow and improving dealer finance...


  • Manila, National Capital Region, Philippines Wills International Sales Corporation Full time

    Financial Systems Analyst will be responsible for the development and maintenance of the company's financial reporting systems and processes. This position is directly reporting to the AVP-Finance.Responsible for the support and maintenance of various finance back-office systems and tool.Analyzes, documents, and identifies technical solutions to business...


  • Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time

    Job Summary: Sales Representative required to generate leads, schedule appointments, and provide customized financial solutions to customers. Qualifications: Bachelor's degree Ability to meet sales targets Excellent communication and interpersonal skills Willingness to work in a Metrobank/PSBank Branch Availability to work onsite...