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Financial Services Representative

1 week ago

Manila, National Capital Region, Philippines AXA Philippines Full time

A successful AXA Financial Sales Executive is a confident and driven individual who enjoys a career with a noble purpose.

Key Highlights:

  • A Top Global Insurance Brand
  • Great Place To Work-Certified company
  • Full-time sales related Bank-based position

The ideal candidate is equipped with technology-based tools to customize and present financial solutions to clients, trained to excel in the art of putting the customer first.

Job Responsibilities:

Daily Sales Activities
  • Generate leads through continuous outreach activities
  • Schedule appointments, either over the phone or face-to-face
  • Analyze customers' financial needs and recommend tailored solutions
  • Prepare and submit customer documents for applications
  • Foster long-term relationships through after-sales servicing
Relationship Management
  • Nurture a strong partnership with the bank
  • Encourage the bank partner to actively refer customers
  • Promote reciprocity by referring customers to the bank for loans or savings/checking accounts
  • Regularly update the branch on daily activities, performance, and referral status
Professional Development
  • Complete the Onboarding Program covering technical and soft skills (Products, Sales Process, Distributor Tools)
  • Attend advanced training sessions and designation programs
  • Gain accreditation to organize customer events, both in-branch and offsite

This role offers a unique opportunity to grow professionally and make a meaningful impact in the lives of our customers.