Telesales Financial Officer

10 hours ago

Makati City, National Capital Region, Philippines AXA Philippines (Bankassure Dept.) Full time ₱150,000 - ₱200,000 per year

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 offer solutions that address the financial needs of AXA's partners and e-commerce clients. They are equipped with the best-in-market tool in computing, customizing, and presenting financial solutions to their clients.

Why Join AXA? Apart from being the world's highest-ranking global insurance brand, we offer a wide range of training programs in our AXA Academy to equip each Worksite Financial Specialist to be the best in the industry.

We also offer one of the most competitive variable pay in the industry, together with recognition, travel rewards, incentives, and guaranteed bonuses, plus medical and dental benefits and automatic HMO coverage to dependents.

JOB DESCRIPTION

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 e-commerce clients and affiliated companies.
  • Engage AXA's partner and subsidiaries to be active referrers.
  • Inform and update daily activities, performance and 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 Qualifications:

  • Graduate of any 4-year or 5-year Bachelor's degree
  • At least 3-5 years of sales experience, BPO background preferred
  • Ability to achieve sales target on a monthly basis
  • Excellent communication and interpersonal skills
  • Ability to exhibit a strong aspiration to be an expert or leader in the future.

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