Bancassurance Sales Executive: Bank Partner Solutions

AXA Philippines (Bankassure Dept.); Naga; Sur place; PHP 240 000 - 360 000; Plein temps

Résumé du poste

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in Metrobank branches in Naga City. You will generate leads, set appointments, perform needs analysis, and prepare customer documents to submit loan and account applications.

You will also build strong relationships with bank partners and provide after-sales service. Ideal candidates have 1–2 years in retail sales or related roles, strong communication, interpersonal skills, and a drive to meet monthly targets.

Qualifications

• Bachelor's degree in any field.
• 1–2 years of sales or related experience.
• Willing to be assigned in Metrobank branches in Naga City.

Responsabilités

• 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 relationships 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 a loan or savings/checking account.
• Inform and update branch of daily activities, branch performance, status of referrals.
• Complete onboarding program encompassing technical and soft skills; attend trainings.

Connaissances

Sales skills

Communication

Interpersonal skills

Relationship management

Lead generation

Customer service

Presentation skills

Formation

Bachelor's degree

Description du poste

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in Metrobank branches in Naga City. You will generate leads, set appointments, perform needs analysis, and prepare customer documents to submit loan and account applications.

You will also build strong relationships with bank partners and provide after-sales service. Ideal candidates have 1–2 years in retail sales or related roles, strong communication, interpersonal skills, and a drive to meet monthly targets.