Bancassurance Financial Executive

4 days ago


General Trias, Calabarzon, Philippines AXA Full time ₱216,000 - ₱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 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: Php18, Php21,000.00 per month

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 1 year (Required)

Work Location: In person



  • General Trias, Calabarzon, Philippines SELLERSHUB INC. Full time ₱900,000 - ₱1,200,000 per year

    Job Title: Digital Sales Retention ManagerAbout the Role:We're looking for a Customer Retention Manager to lead and innovate our customer engagement and retention strategies in the e-commerce space. This role is perfect for someone who's a seasoned leader, analytical, and passionate about driving repeat purchases through personalized and tech-enabled...


  • General Mariano Alvarez, Calabarzon, Philippines Tent King Full time ₱104,000 - ₱130,878 per year

    Bachelor's degree in Accountancy, Accounting Technology, Finance, or related field.Experience in sales and receivables monitoring, especially in a service-based or rental business, is a plus.Experience with accounting software (e.g., QuickBooks, Xero, or local ERP systems).Knowledge of MS Office tools, especially Excel (pivot tables, formulas).As an...


  • General Santos, Philippines Sun Life Grepa Financial, Inc. Full time

    Company Description Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture between the Yuchengco Group of Companies and Sun Life Financial-Philippines. The company offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia's largest conglomerates, while Sun Life has been a leading...


  • General Santos, Soccsksargen, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture between the Yuchengco Group of Companies and Sun Life Financial-Philippines. The company offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia's largest conglomerates, while Sun Life has been a leading market...

  • Credit Officer

    3 weeks ago


    General Trias, Philippines Page Executive Full time

    Overview Based in California A large global bank About Our Client A large global bank Responsibilities Analyze financial statements, tax returns with emphasis on cashflow, profitability and liquidity Review property appraisals, environmental reports and evaluate suitability as loan collaterals Assessment preparations, interpret financial ratios and...

  • CRE Credit Officer

    3 days ago


    General Trias, Philippines Page Executive Full time

    Overview Exposure to diverse property types and complex valuation scenarios Join a platform with strong deal flow and institutional client base About Our Client Large international bank. Key Responsibilities Review credit applications and supporting documentation, including financial statements, appraisals, environmental reports, rent rolls, leases, and...


  • General Trias, Philippines SMDC Full time

    Overview Quantity Surveying Cost Control Engineer MEPFS (General Trias, Cavite) The Site QS Cost Control Engineer is responsible for maintaining the project’s financial health through legwork of activities related to costs and expenses of the project. Responsibilities Preparation of BOQ, BOM and TOR for project awards from FCD. Monitoring of actual costs...


  • General Santos, Philippines Divine J Tuna Corp Full time

    Responsibilities Develop and execute long-term financial strategies aligned with company goals. Advise the CEO and Board on financial planning, risk, and investment decisions. Support M&A activities, capital structure, and funding strategies. Ensure accurate and timely preparation of financial statements and management reports. Maintain compliance with...


  • General Santos, Soccsksargen, Philippines Divine J Tuna Corp Full time ₱1,500,000 - ₱2,500,000 per year

    Develop and execute long-term financial strategies aligned with company goals.Advise the CEO and Board on financial planning, risk, and investment decisions.Support M&A activities, capital structure, and funding strategies.Ensure accurate and timely preparation of financial statements and management reports.Maintain compliance with accounting standards...


  • General Trias, Philippines SMDC Full time

    Quantity Surveying Cost Control Engineer (General Trias, Cavite) JOB SUMMARY The Site QS Cost Control Engineer is responsible in maintaining the project’s financial health through legwork of activities related to costs and expenses of the project. DUTIES AND RESPONSIBILITIES Preparation of BOQ, BOM and TOR for project awards from FCD. Monitoring of...


  • General Trias, Philippines AmerisourceBergen Full time

    Overview Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to delivering on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals...

  • Head of FinIT

    2 weeks ago


    General Trias, Philippines Everest Re Group, Full time

    Title: Head of FinIT Company: Everest Advisors (Uk), Ltd. Job Category: Finance Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global...