Bancassurance Financial Executive | Rizal

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

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in PSBank branches within Rizal. The role focuses on lead generation, appointment setting, needs analysis, and presenting customized financial solutions to bank customers.

You will also manage documentation, process applications, and nurture post-sale relationships while partnering with PSBank for referrals and ongoing branch performance updates.

Qualifications

• 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.
• Excellent communication and interpersonal skills.
• Ability to achieve sales targets on a monthly basis.

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 long-term relationships with the bank partner and promote referrals.

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 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 PSBank anywhere in Rizal Area (San Mateo / Montalban )

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