Bancassurance Sales & Financial Solutions Specialist

AXA Philippines (Bankassure Dept.); Lapu-Lapu; On-site; PHP 240,000 - 480,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) in Lapu-Lapu City seeks Financial Sales Executives for full-time roles in Metrobank branches. The position focuses on offering financial solutions to bank customers using technology-based tools and a customer-first approach.

Responsibilities include lead generation, appointment setting, needs analysis, and processing applications. You will build long-term relationships with bank partners and pursue growth through referrals and ongoing training.

Qualifications

• Bachelor's degree required.
• 1–2 years of solid working experience in retail sales or related fields (sales/CSR).
• Strong communication and interpersonal skills.

Responsibilities

• Carry out continuous lead generation activities.
• Set appointments, over the phone or face-to-face.
• Conduct financial needs analysis and recommend customized solutions.
• Prepare documents and submit applications.
• Strengthen customer relationships through after-sales servicing.

Skills

Sales skills

Customer service

Communication

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) in Lapu-Lapu City seeks Financial Sales Executives for full-time roles in Metrobank branches. The position focuses on offering financial solutions to bank customers using technology-based tools and a customer-first approach.

Responsibilities include lead generation, appointment setting, needs analysis, and processing applications. You will build long-term relationships with bank partners and pursue growth through referrals and ongoing training.