Bancassurance Financial Executive | LUCENA QUEZON

AXA Philippines (Bankassure Dept.); Lucena; On-site; PHP 180,000 - 300,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) seeks motivated Financial Sales Executives to work at Metrobank branches in Lucena City. You will generate leads, set appointments, analyze client needs, and present tailored financial solutions with the customer at the center.

Role includes building a long-term relationship with the bank partner, promoting referrals for loans or accounts, and completing onboarding and training to sharpen product knowledge and sales skills.

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 service.
• Willing to be assigned in Metrobank Lucena City or nearby areas.
• Ability to achieve monthly sales targets.
• Excellent communication and interpersonal skills.

Responsibilities

• Carry out continuous lead generation activities
• Set appointments, 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
• Build a long term relationship with the bank partner
• Promote referrals to the bank for a loan or savings/checking account
• Inform and update branch of daily activities, branch performance, status of referrals

Skills

Retail sales

Relationship management

Communication

Sales targeting

Customer service

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 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 Lucena City Quezon 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