Bancassurance Financial Executive

4 days ago


Naga, Bicol, Philippines AXA Full time ₱480,000 - ₱960,000 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 PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tools 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

Job Type: Full-time

Pay: Php16, Php25,000.00 per month

Benefits:

  • Paid training

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 1 year (Preferred)

Work Location: In person



  • Naga, Bicol, Philippines Medilines Distributors Inc. Full time $60,000 - $80,000 per year

    Job description:The Treasury Specialist with expertise in Letter of Credit (LC) processing plays a crucial role in supporting the company's treasury and trade finance operations. This position is responsible for overseeing the end-to-end management of LCs, ensuring accurate preparation, verification, and timely submission of LC documents in compliance with...

  • Accounting Officer

    4 weeks ago


    Naga, Bicol, Philippines D.M. Wenceslao & Associates Inc. Full time

    ResponsibilitiesTo ensure that the accounting personnel is able to adequately contribute in the attainment of the company's objectives by effectively and efficiently executing accounting systems and principles.To assist the Accounting Head in its decisions affecting operations by providing accurate and timely financial information, such as balance sheet,...

  • Store Assembler

    2 weeks ago


    Naga, Bicol, Philippines Obic Group of Companies Full time ₱144,000 - ₱300,000 per year

    Responsible for all financial issues (Daily Sales Report and Bank In) when respective Outlet Supervisor and Managers are not present. Stock Management at outlet level. To inform manager or higher management if stock there are any stock issue which include but not only shortage of stock , stock mishandling and stock quality Guiding new service crew ...


  • Naga, Bicol, Philippines Hitachi Vantara Corporation Full time

    DescriptionThe opportunity:We are looking for an enthusiastic and versatile Global Communications Specialist to join our dynamic, high performing Global External & Crisis Communications team. You will work in a global team to support the development and execution of high-quality communications plans and campaigns to deliver business priorities.How you'll...

  • Modern Trade Director

    4 weeks ago


    Naga, Bicol, Philippines Capacita Human Resource Management Consultancy Full time

    Position SummaryWe are seeking an experienced and strategic Modern Trade Director for one of our clients, a fast-growing startup that manufactures top-of-the-line wellness, hair and skin care products.This Director will lead the expansion into major retail partnerships. This executive role will be responsible for developing and executing the comprehensive...


  • Naga, Bicol, Philippines Hitachi Vantara Corporation Full time

    DescriptionThe opportunity:The Customer Support Specialist provides internal and external customer support (e.g. technical, order assistance, payment-related assistance) and coordinate with relevant resources to have complete case ownership and to increase customer satisfaction.How you'll make an impact:You will ensure the timely resolution of customer...


  • Cemex-City of Naga Gawad Kalinga Village, Philippines Manulife Financial Full time

    OverviewThe Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch, Sales and service teams. We are looking for a dynamic individual with an independent mindset and drive to succeed.Position ResponsibilitiesThe Financial Sales Associate is responsible for providing life...


  • Cemex-City of Naga Gawad Kalinga Village, Philippines Manulife Financial Full time

    Overview The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch, Sales and service teams. We are looking for a dynamic individual with an independent mindset and drive to succeed. Position Responsibilities The Financial Sales Associate is responsible for providing...


  • Naga, Philippines D.M. Wenceslao & Associates Inc. Full time

    Responsible in the end-to-end process of creating, developing, managing, marketing, delivering, and turning over company’s real estate projects Assist in ensuring that the projects' key objectives are met i.e. developing relevant projects, at competitive price points and within ideal timelines and financial targets. Provides valuable assistance to the...

  • Staff UX Researcher

    21 hours ago


    Naga, Philippines SoFi Full time

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their...

  • Senior UX Researcher

    2 weeks ago


    Naga, Philippines SoFi Full time

    Overview Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach...


  • Naga, Philippines Swire Shipping Full time

    At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most challenging...


  • Naga, Philippines Hitachi Vantara Corporation Full time

    Description The opportunity: We are looking for an enthusiastic and versatile Global Communications Specialist to join our dynamic, high performing Global External & Crisis Communications team. You will work in a global team to support the development and execution of high-quality communications plans and campaigns to deliver business priorities. How...


  • Naga, Philippines Leslie Corporation Full time

    Key Responsibilities Strategic Procurement & Global Sourcing Develop and execute procurement strategies to support production, restaurant expansion, and operational efficiency. Lead import and export sourcing negotiations for raw materials, ingredients, packaging, kitchen equipment, and machinery. Ensure compliance with international trade...


  • Naga, Philippines Hitachi Vantara Corporation Full time

    Description The opportunity: The Customer Support Specialist provides internal and external customer support (e.g. technical, order assistance, payment-related assistance) and coordinate with relevant resources to have complete case ownership and to increase customer satisfaction. How you’ll make an impact: You will ensure the timely resolution of...


  • Naga, Philippines International Business Machines Corporation Full time

    At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most challenging...