Bancassurance Financial Executive | ROXAS CITY ISABELA

AXA Philippines (Bankassure Dept.); Cauayan; On-site; PHP 240,000 - 380,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) seeks dynamic Financial Sales Executives to drive daily sales through proactive lead generation, appointment setting, and needs analysis. You will engage customers with tailored financial solutions and coordinate with branches to deliver service excellence.

Join a team that values strong communication, teamwork, and a focus on achieving monthly targets. Onboarding includes product training, sales processes, and distributor tools to empower field events and

Qualifications

• Bachelor’s degree completed.
• 1–2 years of solid sales or customer-facing experience.
• Willing to be assigned anywhere in Roxas City, Isabela.
• Excellent communication and interpersonal skills.
• Ability to meet monthly sales targets.
• Fresh graduates are welcome.

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 relationships through after-sales servicing.
• Build long-term relationships with the bank partner and referrals.

Skills

Excellent communication

Interpersonal skills

Sales target achievement

Customer service

Presentable and professional

Team player

Education

Bachelor’s degree (4-year or 5-year)

Job description

AXA's FINANCIAL SALES EXECUTIVES

Join the Top Global Insurance Brand!

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 Roxas City, Isabela.
• 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