Bancassurance Financial Executive

hace 16 horas

Lucena, España AXA Philippines A tiempo completo

Job Highlights

A Top Global Insurance Brand

Great Place To Work-Certified company

Full-time sales related Bank-based position

________________________________________________________________________________

Join the Top Global Insurance Brand

AXA's FINANCIAL SALES EXECUTIVES are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full-time sales employees based in PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tools in customizing and presenting financial solutions to their clients, they are trained to excel in the art of putting the customer first at the center of their business.

Job Purpose:

Daily Sales Activities
  • 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
Relationship Management
  • 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
Professional Development
  • Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
  • Attend advance training offerings and designation programs
  • Get accredited to run customer events, whether in-branch or offsite

Minimum Qualification:

  • 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 as:
    • Retail sales or relationship officer
    • Car Sales
    • Property Specialist
    • Sales Associate
    • Sales Representative
    • Medical Sales Representative
    • Customer Service Representative
    • Bank Staff
    • Real estate broker
  • Ability to achieve sales targets on a monthly basis
  • Excellent communication and interpersonal skills
  • Ability to exhibit a strong aspiration to be an expert or leader in the future
  • Display an excellent team spirit
  • With desire to have a noble purpose in their career
  • Open to fresh graduates

Job Type: Full-time

Pay: Php16,000.00 - Php25,000.00 per month

Benefits:

  • Paid training

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Supplemental Pay:

  • 13th month salary
  • Commission pay

Education:

  • Bachelor's (Required)

Experience:

  • Sales: 1 year (Preferred)
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