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Financial Services Representative

2 weeks ago

Cavite City, Calabarzon, Philippines AXA Philippines (Bankassure Dept.) Full time

As a Financial Services Representative at AXA Philippines (Bankassure Dept.), you will play a critical role in helping our customers achieve their financial goals. You will be responsible for providing personalized financial advice and guidance to our clients, identifying opportunities to sell our products and services, and building strong relationships with our branch teams.

You will work closely with our sales team to develop and execute sales strategies that drive revenue growth and meet sales targets. Your primary focus will be on generating new business leads, building relationships with existing clients, and identifying opportunities to cross-sell and upsell our products.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, be able to work independently with minimal supervision, and have a proven track record in sales or customer service. A bachelor's degree in any field and at least 1-2 years of relevant experience are required.

You will also be expected to stay up-to-date with industry trends and developments, attend training sessions and workshops, and participate in performance evaluations and goal-setting exercises.