Bank Channel Financial Solutions Specialist

AXA Philippines (Bankassure Dept.); Biñan; On-site; PHP 223,000 - 469,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to work full time at Metrobank branches in Biñan, Laguna. You will perform daily sales activities, generate leads, set appointments, conduct needs analyses, and prepare applications to meet customer financial needs.

You will build a long-term relationship with the bank partner, handle referrals, and support after-sales servicing. The role includes onboarding, training on products and sales processes, and opportunities to

Qualifications

• Bachelor's degree in any 4-year or 5-year program.
• 1–2 years of solid working experience in sales or related roles, or fresh graduates.

Responsibilities

• Carry out daily sales activities: generate leads, set appointments, conduct needs analysis, prepare documents and submit applications.
• Strengthen customer relationships through after-sales servicing.
• Build long-term relationships with bank partners and act as active referrers.
• Promote referrals by directing customers to the bank for loans or savings accounts.
• Inform branch about daily activities, branch performance, and referrals status.

Skills

Lead generation

Relationship management

Sales

Communication skills

Customer service

Education

Bachelor's degree

Job description

AXA Philippines (Bankassure Dept.) is seeking Financial Sales Executives to work full time at Metrobank branches in Biñan, Laguna. You will perform daily sales activities, generate leads, set appointments, conduct needs analyses, and prepare applications to meet customer financial needs.

You will build a long-term relationship with the bank partner, handle referrals, and support after-sales servicing. The role includes onboarding, training on products and sales processes, and opportunities to