Bancassurance Financial Executive | Cebu City

Bancassurance Financial Executive | Cebu City

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 METROBANK / PSBANK branches to offer solutions that address the financial needs of the banks' customers. Equipped with technology-based tolls 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 

Willing to be assigned in PSBANK in Cebu City 

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 
• Property Specialist 
• Medical Sales Representative 
• Customer Service Representative 
• Bank Staff 

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

Your application will include the following questions:

What's your expected monthly basic salary?

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines’ largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.

Our purpose, to ACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.

We offer a complete range of life insurance and general insurance products for all our customers’ insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.

We have more than 3,000 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.

AXA Philippines as part of the society

AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world’s sustainability problems.

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines’ largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.

Our purpose, to ACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.

We offer a complete range of life insurance and general insurance products for all our customers’ insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.

We have more than 3,000 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.

AXA Philippines as part of the society

AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world’s sustainability problems.

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