Bancassurance Sales Executive — Financial Solutions Pro

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

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join the Top Global Insurance Brand. Based in Quezon City, you will generate leads, set appointments, assess client needs, and present tailored financial solutions to bank customers.

You will build long-term relationships with partner banks, participate in onboarding and advanced training, and strive to meet monthly sales targets while delivering excellent service.

Qualifications

• Willing to be assigned anywhere in Quezon City.
• Graduate of any 4-year or 5-year Bachelor’s degree.
• At least 1-2 years of solid working experience and a successful track record in sales or customer-facing roles.
• Ability to achieve sales targets on a monthly basis.
• Excellent communication and interpersonal skills.
• Ability to aspire to become an expert or leader in the future.
• Display an excellent team spirit.
• With desire to have a noble purpose in their career.
• Preferably with sales or customer service experience but open to fresh graduates.

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.

Skills

Communication

Interpersonal skills

Sales targets

Team spirit

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to join the Top Global Insurance Brand. Based in Quezon City, you will generate leads, set appointments, assess client needs, and present tailored financial solutions to bank customers.

You will build long-term relationships with partner banks, participate in onboarding and advanced training, and strive to meet monthly sales targets while delivering excellent service.