Bancassurance Growth & Solutions Executive

AXA Philippines (Bankassure Dept.); Subic; On-site; PHP 279,000 - 670,000; Full time

Job summary

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

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 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

Skills

Sales persuasion

Lead generation

Relationship building

Communication

Target achievement

Customer service

Negotiation

Education

Bachelor’s degree

Job description

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