Bancassurance Financial Executive | QUEZON CITY

AXA Philippines (Bankassure Dept.); Quezon City; Sur place; PHP 279 000 - 502 000; Plein temps

Résumé du poste

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join the Top Global Insurance Brand. Based in Quezon City, you will generate leads, set appointments, assess client needs, and present tailored financial solutions to bank customers.

You will build long-term relationships with partner banks, participate in onboarding and advanced training, and strive to meet monthly sales targets while delivering excellent service.

Qualifications

• Willing to be assigned anywhere in Quezon City.
• 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 in sales or customer-facing roles.
• Ability to achieve sales targets on a monthly basis.
• Excellent communication and interpersonal skills.
• Ability to aspire to become 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.

Responsabilités

• 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.
• 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.
• Complete the onboarding program encompassing technical and soft skills.

Connaissances

Communication

Interpersonal skills

Sales targets

Team spirit

Formation

Bachelor's degree

Description du poste

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 anywhere in Quezon City.

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