Bancassurance Financial Advisor

AXA Philippines (Bankassure Dept.); San Juan; On-site; PHP 279,000 - 502,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) is seeking energetic Financial Sales Executives to join our PSBANK branches in San Juan City. You will perform daily sales activities, generate leads, set appointments, conduct needs analysis, and prepare applications to serve bank customers.

This full-time role emphasizes relationship management with the bank partner, after-sales service, and ongoing professional development through onboarding and advanced trainings. Fresh graduates are welcome to apply.

Qualifications

• Retail sales
• Relationship management
• Customer service
• Communication skills
• Sales targets

Responsibilities

• Carry out daily lead generation activities and set appointments with customers.
• Conduct financial needs analysis and recommend customized solutions to bank customers.
• Prepare customer documents and submit applications for processing.
• Strengthen customer relationships through after-sales servicing.
• Build long-term relationships with PSBANK branches and active referral partners.
• Promote referrals to the bank for loans or savings/checking accounts.
• Inform and update branch staff on daily activities and referrals' status.
• Complete onboarding and participate in training to enhance product knowledge and sales process.

Job description

AXA Philippines (Bankassure Dept.) is seeking energetic Financial Sales Executives to join our PSBANK branches in San Juan City. You will perform daily sales activities, generate leads, set appointments, conduct needs analysis, and prepare applications to serve bank customers.

This full-time role emphasizes relationship management with the bank partner, after-sales service, and ongoing professional development through onboarding and advanced trainings. Fresh graduates are welcome to apply.