Bancassurance Financial Executive | BACOLOD CITY

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

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join Metrobank branches, delivering tailored financial solutions to banking customers. You will generate leads, set appointments, perform needs analyses, prepare applications, and provide after-sales service to strengthen relationships.

The role emphasizes partnership with bank branches, active referrals, and a structured onboarding program to develop technical and soft skills, including products, sales processes, and

Qualifications

• Graduate of any 4-year or 5-year Bachelor's degree.
• At least 1-2 years of solid working experience in sales or related roles.
• Ability to achieve monthly sales targets with excellent communication.

Responsibilities

• Carry out continuous lead generation activities.
• Set appointments, over the phone or face-to-face.
• Conduct financial needs analysis and recommend solutions.
• Prepare documents of customers and submit applications.
• Strengthen customer relationships through after-sales servicing.
• Build long-term relationships with the bank partner and promote referrals.

Skills

Excellent communication

Interpersonal skills

Relationship management

Lead generation

Sales targets

Customer service

Networking

Presentation skills

Education

Bachelor's degree

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 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

Willing to be assigned in Metrobank anywhere in Bacolod City 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