Bancassurance Sales Executive — Bank Branch Specialist

AXA Philippines (Bankassure Dept.); Laoag; On-site; PHP 300,000 - 540,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) invites you to join a team of Financial Sales Executives based in Laoag, working within METROBANK branches to offer tailored financial solutions for bank customers.

You will generate leads, set appointments, perform needs analyses, prepare customer documents, and manage after-sales servicing while building strong relationships with the bank partner and clients. Fresh graduates are welcome with a focus on communication, teamwork, and sales drive.

Qualifications

• Bachelor’s degree required; graduate of any 4- or 5-year program.
• 1–2 years of solid sales or related experience preferred, fresh graduates considered.
• Strong communication and interpersonal skills; ability to meet sales targets.
• Willingness to be assigned in Laoag/METROBANK branches and nearby areas.
• Demonstrated teamwork and a customer-first mindset.

Responsibilities

• 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.
• 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.
• Complete the onboarding program encompassing technical and soft skills.
• Attend advanced training offerings and designation programs.
• Get accredited to run customer events, whether in-branch or offsite.

Skills

Sales experience

Communication

Interpersonal skills

Target oriented

Team spirit

Noble purpose

Fresh graduates ok

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) invites you to join a team of Financial Sales Executives based in Laoag, working within METROBANK branches to offer tailored financial solutions for bank customers.

You will generate leads, set appointments, perform needs analyses, prepare customer documents, and manage after-sales servicing while building strong relationships with the bank partner and clients. Fresh graduates are welcome with a focus on communication, teamwork, and sales drive.