Financial Solutions Associate | Marikina
AXA Philippines
- Marikina, Philippines673 J. P. Rizal St, Marikina, 1807 Metro Manila, PhilippinesMarikinaMetro 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
- At least a Bachelor's/College degree in any field.
- Excellent communication and interpersonal skills.
- At least 1 or 2 years of sales experience in Insurance is an advantage.
- At least 1 to 2 years of sales experience in Real Estate, Pharmaceuticals, Telecommunication, Retail, Automotive, and other customer-service oriented industry.
- Highly motivated fresh graduates are also encouraged to apply.
- Knowledgable about life insurance or investments.
- Willing to undergo a sales/marketing type of work.
- Willing to be assigned in a Metrobank branch.
- Vacant areas are in Marikina City.
Perks and Benefits
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Single Parent Leave
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Medical, Prescription, Dental, or Vision Plans
- Performance Bonus
- Special Leave Benefits for Women
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!
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Marikina, Metro Manila, Philippines