Bancassurance Financial Executive

4 hours ago

Iloilo City, Western Visayas, Philippines AXA Full time ₱189,000 - ₱252,000 per year

Job Highlights

A Top Global Insurance Brand

Great Place To Work-Certified company

Full-time sales related Bank-based position

________________________________________________________________________________

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 METROBANK / PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tolls in customizing, and presenting financial solutions to their clients, they are trained to excel in the art of putting the customer first at the center of their business.

Job Purpose:

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 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

Minimum Qualification:

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:

· Retail sales or relationship officer

· Car Sales

· Property Specialist

· Sales Associate

· Sales Representative

· Medical Sales Representative

· Customer Service Representative

· Bank Staff

· Real estate broker

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

Open to fresh graduates

Willing to be assigned in a Metrobank

Job Type: Full-time

Pay: Php15, Php21,000.00 per month

Benefits:

  • Paid training

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 1 year (Preferred)

Work Location: In person

  • Bancassurance Financial Solutions Specialist

    2 weeks ago

    Cebu City, Central Visayas, Philippines 44e4e303-cd44-4c4a-858c-f892d7f89c84 Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionAllianz PNB Life (AZPNB), established in 2016, is one of the leading life insurers in the Philippines, offering a wide range of Variable Life and Life protection products tailored for individuals and institutions. Based in Makati City, the company is the fastest-growing life insurance provider in the country in terms of premium income and...

  • Bancassurance Sales Executive

    4 hours ago

    Cebu City, Central Visayas, Philippines HRTX consulting Full time ₱150,000 - ₱300,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmThis is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial...

  • Bancassurance Sales Executive

    3 hours ago

    Cebu City, Central Visayas, Philippines HRTX consulting Full time ₱300,000 - ₱600,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | 8am to 5pmUrgent Hiring: CebuThis is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial...

  • Bancassurance Financial Advisor for Cebu

    3 hours ago

    Cebu City, Central Visayas, Philippines EastWest Ageas Insurance Full time ₱60,000 - ₱120,000 per year

    Be a Financial Advisor in Cebu and earn 20K Base Salary + following Incentives:Earn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by performing your qualified bestUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest...

  • Salaried Unit Manager

    2 weeks ago

    Cebu City, Central Visayas, Philippines GREEN TRITON AMAZON FINANCIAL GROUP Full time ₱400,000 - ₱1,200,000 per year

    This is a full-time on-site role for a Salaried Unit Manager based in Cebu. As a Salaried Unit Manager at Manulife, you'll step into a leadership role with both the security of a monthly salary and the rewards of performance-based incentives. You'll be responsible for recruiting, mentoring, and leading a team of Financial Advisors, empowering them to achieve...

  • Bancassurance Sales Executive

    5 hours ago

    Cebu City, Central Visayas, Philippines HRTX Full time ₱300,000 - ₱600,000 per year

    Job Title: Financial Solutions SpecialistFull Onsite | Monday to Friday | Day shiftThis is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial...

  • Bancassurance Sales Executive

    3 hours ago

    Cebu City, Central Visayas, Philippines PM Consulting Full time ₱360,000 - ₱480,000 per year

    We are looking for Sales professionalLocation: CebuFull timeRole OverviewThis role involves working closely with a partner bank to provide clients with tailored financial solutions. You'll serve as a trusted advisor, helping individuals understand and choose products that meet their protection, savings, and investment needs.Key ResponsibilitiesEngage with...

  • Head of Business Development

    5 hours ago

    Iloilo City, Western Visayas, Philippines Zypher HR Consultancy Full time ₱2,000,000 - ₱2,500,000 per year

    Job Summary:The Business Development Head will drive the strategic growth agenda of a joint venture organization based in Iloilo, supporting both the core business and its two sister companies in theconstructionandreal estateindustries. This role will be responsible for identifying new business opportunities, leading expansion initiatives, developing...

  • Executive Assistant

    3 hours ago

    Bacolod City, Western Visayas, Philippines Aldrtz Corporation Full time ₱400,000 - ₱600,000 per year

    Job Qualifications:Preferably a Graduate of Accountancy, Accounting Tech, Management Accounting or any related coursesEquipped in preparing executive documents such as preparing reports, deliverables, letters, etc.Proficiency in Finance and Accounting processesEnsures smooth interactions or acts as liaison between the Management and Finance...

  • Executive Assistant

    2 hours ago

    Bacolod City, Western Visayas, Philippines Metroworld Foods Services OPC Full time ₱250,000 - ₱500,000 per year

    Preferably a Graduate of Accountancy, Accounting Tech, Management Accounting or any related coursesEquipped in preparing executive documents such as preparing reports, deliverables, letters, etc.Proficiency in Finance and Accounting processesEnsures smooth interactions or acts as liaison between the Management and Finance DepartmentsCoordinates with the...