Bancassurance Sales Executive

AXA Philippines (Bankassure Dept.); Murcia; On-site; PHP 279,000 - 502,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join Metrobank branches, delivering tailored financial solutions to banking customers. You will generate leads, set appointments, perform needs analyses, prepare applications, and provide after-sales service to strengthen relationships.

The role emphasizes partnership with bank branches, active referrals, and a structured onboarding program to develop technical and soft skills, including products, sales processes, and

Qualifications

• Graduate of any 4-year or 5-year Bachelor's degree.
• At least 1-2 years of solid working experience in sales or related roles.
• Ability to achieve monthly sales targets with excellent communication.

Responsibilities

• Carry out continuous lead generation activities.
• Set appointments, over the phone or face-to-face.
• Conduct financial needs analysis and recommend solutions.
• Prepare documents of customers and submit applications.
• Strengthen customer relationships through after-sales servicing.
• Build long-term relationships with the bank partner and promote referrals.

Skills

Excellent communication

Interpersonal skills

Relationship management

Lead generation

Sales targets

Customer service

Networking

Presentation skills

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join Metrobank branches, delivering tailored financial solutions to banking customers. You will generate leads, set appointments, perform needs analyses, prepare applications, and provide after-sales service to strengthen relationships.

The role emphasizes partnership with bank branches, active referrals, and a structured onboarding program to develop technical and soft skills, including products, sales processes, and