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Financial Services Professional
2 weeks ago
The role of a Financial Services Professional at AXA Philippines (Bankassure Dept.) involves working as a sales employee based in PSBANK branches to offer solutions that address the financial needs of the banks' customers.
Equipped with technology-based tools, they are trained to excel in the art of putting the customer first at the center of their business.
Key responsibilities include:
- 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
To succeed in this role, candidates must possess excellent communication and interpersonal skills, as well as the ability to achieve sales targets on a monthly basis.
