Financial Solutions Bancassurance Sales Executive

AXA Philippines (Bankassure Dept.); Baguio; On-site; PHP 350,000 - 520,000; Full time

Job summary

AXA Philippines (Bankassure Dept.) is hiring Financial Sales Executives based in Metrobank branches in Baguio City. You will generate leads, set appointments, analyze financial needs, and prepare customer documentation for applications.

You will strengthen post-sale relationships, manage the bank partner relationship, and participate in onboarding and advanced training to become an expert in financial solutions.

Qualifications

• Graduate of any 4-year or 5-year Bachelor's degree.
• 1-2 years solid working experience in sales or related fields.
• Willing to be assigned in Metrobank anywhere in Baguio City.
• Fresh graduates welcome.

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 a long-term relationship with the bank partner.
• Promote referrals and inform branch of daily activities.
• Complete onboarding program encompassing technical and soft skills.
• Attend advanced training offerings and designation programs.

Skills

Retail sales

Relationship management

Lead generation

Communication skills

Sales target achievement

Education

Bachelor's degree (4- or 5-year)

Job description

AXA Philippines (Bankassure Dept.) is hiring Financial Sales Executives based in Metrobank branches in Baguio City. You will generate leads, set appointments, analyze financial needs, and prepare customer documentation for applications.

You will strengthen post-sale relationships, manage the bank partner relationship, and participate in onboarding and advanced training to become an expert in financial solutions.