Bancassurance Financial Solutions Executive

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

Job summary

AXA Philippines (Bankassure Dept.) seeks motivated Financial Sales Executives to work at Metrobank branches in Lucena City. You will generate leads, set appointments, analyze client needs, and present tailored financial solutions with the customer at the center.

Role includes building a long-term relationship with the bank partner, promoting referrals for loans or accounts, and completing onboarding and training to sharpen product knowledge and sales skills.

Qualifications

• Graduate of any 4-year or 5-year Bachelor's degree.
• At least 1–2 years of solid working experience in sales or customer service.
• Willing to be assigned in Metrobank Lucena City or nearby areas.
• Ability to achieve monthly sales targets.
• Excellent communication and interpersonal skills.

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
• Promote referrals to the bank for a loan or savings/checking account
• Inform and update branch of daily activities, branch performance, status of referrals

Skills

Retail sales

Relationship management

Communication

Sales targeting

Customer service

Education

Bachelor’s degree

Job description

AXA Philippines (Bankassure Dept.) seeks motivated Financial Sales Executives to work at Metrobank branches in Lucena City. You will generate leads, set appointments, analyze client needs, and present tailored financial solutions with the customer at the center.

Role includes building a long-term relationship with the bank partner, promoting referrals for loans or accounts, and completing onboarding and training to sharpen product knowledge and sales skills.