Bancassurance Financial Executive | Malaybalay City, Bukidnon

AXA Philippines (Bankassure Dept.); Malaybalay; On-site; PHP 300,000 - 420,000; Full time

Job summary

AXA Philippines is seeking Financial Sales Executives based in PSBANK branches to offer financial solutions to customers. You will generate leads, set appointments, analyze needs, and submit applications while building long-term relationships with the bank partner.

Open to graduates with 1–2 years of sales or related experience, and a drive to achieve targets. Training and onboarding are provided to develop products and sales processes.

Qualifications

• Bachelor’s degree in any 4- or 5-year program.
• 1–2 years of solid sales or customer service experience.
• Proven ability to meet monthly sales targets.
• Excellent communication and interpersonal skills.
• Willing to be assigned at PSBANK Malaybalay, Bukidnon.

Responsibilities

• Generate ongoing sales leads and set appointments.
• Perform needs analysis and present customized financial solutions.
• Prepare customer documents and submit loan or account applications.
• Maintain strong relationships with the bank partner and referrals.
• Provide after-sales servicing to strengthen customer loyalty.
• Participate in onboarding and training programs.

Skills

Sales experience

Customer service

Communication skills

Interpersonal skills

Target-driven

Teamwork

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 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:

Willing to be assigned in PSBANK in Malaybalay City, Bukidnon.

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