Bancassurance Financial Executive | NAGA CITY

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

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in Metrobank branches in Naga City. You will generate leads, set appointments, perform needs analysis, and prepare customer documents to submit loan and account applications.

You will also build strong relationships with bank partners and provide after-sales service. Ideal candidates have 1–2 years in retail sales or related roles, strong communication, interpersonal skills, and a drive to meet monthly targets.

Qualifications

• Bachelor's degree in any field.
• 1–2 years of sales or related experience.
• Willing to be assigned in Metrobank branches in Naga City.

Responsibilities

• 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 relationships through after sales servicing.
• Build a long term relationship with the bank partner.
• Engage the bank partner to be active referrers.
• Promote referrals to the bank for a loan or savings/checking account.
• Inform and update branch of daily activities, branch performance, status of referrals.
• Complete onboarding program encompassing technical and soft skills; attend trainings.

Skills

Sales skills

Communication

Interpersonal skills

Relationship management

Lead generation

Customer service

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 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 Naga 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