Financial Services Representative

hace 4 horas


Córdoba, Córdoba, 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

Job Purpose:

As a Financial Services Representative at AXA Philippines, you will be responsible for:

  • Carrying out continuous lead generation activities
  • Setting appointments, whether over the phone or face-to-face
  • Conducting financial needs analysis and recommending customized solutions
  • Preparing documents of customers and submitting applications
  • Strengthening customer relationships through after-sales servicing
Key Responsibilities:

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 the branch of daily activities, branch performance, and status of referrals

Requirements:

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 a desire to have a noble purpose in their career

Open to fresh graduates

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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