Bancassurance Sales Executive: Financial Solutions Pro

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

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in PSBank branches within Rizal. The role focuses on lead generation, appointment setting, needs analysis, and presenting customized financial solutions to bank customers.

You will also manage documentation, process applications, and nurture post-sale relationships while partnering with PSBank for referrals and ongoing branch performance updates.

Qualifications

• 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.
• Excellent communication and interpersonal skills.
• Ability to achieve sales targets on a monthly basis.

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 relationships through after-sales servicing.
• Build long-term relationships with the bank partner and promote referrals.

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to be based in PSBank branches within Rizal. The role focuses on lead generation, appointment setting, needs analysis, and presenting customized financial solutions to bank customers.

You will also manage documentation, process applications, and nurture post-sale relationships while partnering with PSBank for referrals and ongoing branch performance updates.