Financial Solutions Specialist | Makati
AXA Philippines
- Makati, PhilippinesMakati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job Description
AXA’s Financial Solutions Associates are achievers who have established a rewarding career in SALES by building excellent relationships with our bank partners and customers. It is a full time sales-related, bank-based position wherein the successful candidate will sell life insurances and investments to Metrobank clients. With our extensive training and career development program, you can be promoted in just 6 months! Fast-track your career with AXA!
Responsibilities:
- Perform 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, and status of referrals.
Professional Development
- Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, and Distributor Tools).
- Attend advance training offerings and designation programs.
- Get accredited to run customer events, whether in-branch or offsite.
- Make your mark in a global company that secures people's future! Join AXA today!
Minimum Qualifications
- Graduate of any 4-year or 5-year Bachelor’s degree.
- At least 2-3 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.
- Preferably with at least 1-2 years sales experience in a life insurance organization/company.
- Ability to speak English fluently.
- 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.
Perks and Benefits
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Medical, Prescription, Dental, or Vision Plans
- Transportation Allowances
- Performance Bonus
Other
Compensation and benefits:
This position offers one of the most competitve and rewarding packages a financial sales executive can gain across the insurance industry. Monthly compensation, commission and full time employee benefits await you in AXA Philippines!
- Travel incentives
- Variable pay
- Unlimited earning potential
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Makati, Metro Manila, Philippines