Bancassurance Financial Executive | Subic Town, Zambales

AXA Philippines (Bankassure Dept.); Subic; Sur place; PHP 279 000 - 670 000; Plein temps

Résumé du poste

AXA Philippines is seeking Financial Sales Executives based in PSBANK branches to provide customized financial solutions to bank customers. The role focuses on daily sales activities, lead generation, and strong relationship management to ensure ongoing referrals and customer satisfaction.

As a full-time position, incumbents will complete onboarding and advanced training, enabling them to conduct customer events in-branch or offsite while maintaining a client-centric approach across all

Qualifications

• Willing to be assigned in PSBANK anywhere in SUBIC TOWN
• Graduate of any 4-year or 5-year Bachelor’s degree
• At least 1-2 years of solid working experience in retail sales or related roles
• Proven track record in meeting sales targets
• Excellent communication and interpersonal skills

Responsabilités

• 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 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 loans or accounts
• Inform and update branch of daily activities and referrals
• Complete onboarding and training programs and get accredited to run events

Connaissances

Sales persuasion

Lead generation

Relationship building

Communication

Target achievement

Customer service

Negotiation

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 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 SUBIC TOWN.

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