Bancassurance Financial Executive | ARGAO CEBU

AXA Philippines (Bankassure Dept.); Argao; On-site; PHP 240,000 - 360,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join its bank-based sales team in Argao Cebu. The role focuses on lead generation, appointment setting, and needs analysis to deliver tailored financial solutions to bank customers.

Ideal candidates have 1–2 years in sales or customer service, excellent communication skills, and a track record of meeting targets. Onboarding and ongoing training are provided, with a focus on client relationships and branch collaboration.

Qualifications

• Graduate of any 4-year or 5-year Bachelor's degree.
• At least 1-2 years of solid working experience in sales or customer-facing roles.
• Excellent communication and interpersonal skills.
• Ability to achieve sales targets on a monthly basis.
• Willing to be assigned in Metrobank anywhere in Argao Cebu or nearer areas.

Responsibilities

• Carry out daily sales activities and lead generation.
• Set appointments over the phone or face-to-face.
• Conduct financial needs analysis and recommend customized solutions.
• Prepare customer documents and submit applications.
• Strengthen customer relationships through after-sales servicing.
• Build long-term relationships with the bank partner and be active referrers.
• Inform and update the branch on daily activities and referrals.
• Complete onboarding and participate in training and designation programs.

Skills

Retail sales/relationship officer

Car sales

Property specialist

Sales associate

Sales representative

Medical sales representative

Customer service

Bank staff

Real estate broker

Education

Bachelor's degree (4- or 5-year)

Job description

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:

Willing to be assigned in Metrobank anywhere in Argao Cebu or nearer areas.

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

Preferably with sales or customer service experience but open to fresh graduates