Bancassurance Financial Executive | Tacloban City

AXA Philippines (Bankassure Dept.); Philippines; On-site; PHP 180,000 - 300,000; Full time

Job summary

AXA Philippines, Bankassure Department, is seeking Financial Sales Executives to join PSBANK branches, handling customer financial needs with tailored solutions and strong sales execution. The role emphasizes customer-first servicing, onboarding, and ongoing relationship management.

Successful candidates will be stationed in Tacloban City, Leyte, with 1–2 years of relevant sales or customer service experience and a Bachelor’s degree.

Qualifications

• Graduate of any 4-year or 5-year Bachelor’s degree.
• Strong communication and interpersonal skills are required.
• Proven ability to achieve sales targets and build customer relationships.

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 relationship 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 loans or savings/checking accounts.
• Inform and update branch of daily activities and referrals status.
• Complete onboarding and product training requirements.

Skills

Communication skills

Interpersonal skills

Sales ability

Customer service

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 tools 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 in Tacloban City, Leyte

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