Bancassurance Financial Executive

3 weeks ago

Zamboanga Sibugay Philippines Buscojobs Full time

Job Description

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 or METROBANK branches to offer solutions that address the financial needs of the banks' customers.

Job Purpose:

  • 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

Qualifications:

  • 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 a sales or relationship officer
  • 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

What We Offer:

  • Competitive basic salary plus unlimited commission opportunities
  • Quarterly bonuses and exciting travel incentives
  • Paid training programs
  • Provision of tools and equipment needed for the role
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