AXA Philippines
AXA Philippines

Financial Solutions Officer  

AXA Philippines

  • Baguio, Philippines
    Baguio, Benguet, Philippines
    Cordillera Administrative Region
  • ₱20,000.00 - ₱35,000.00 / month
  • Full timeFULL_TIME

Expired 7 years ago

Job closed.

Job Description

Join the Top Global Insurance Brand!

AXA's FINANCIAL SOLUTIONS OFFICER are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full time sales employees based in Metrobank 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 Description:

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 advanced training offerings and designation programs
  • Get accredited to run customer events, whether in-branch or offsite

Why Join AXA?

Apart from being the world's highest-ranking global insurance brand, we offer a wide range of training programs in our AXA Academy to equip each Financial Solutions Officer to be the best in the industry. We also offer one of the most competitive variable pay in the industry, together with recognition, travel rewards, incentives, and guaranteed bonuses, plus medical and dental benefits and automatic HMO coverage to dependents.

Minimum Qualifications

  • Degree holders who can speak English fluently and exhibit a strong aspiration to be an expert or leader in the future, display an excellent team spirit, and desire to have a noble purpose in their career.
  • Graduate of any 4-year or 5-year Bachelor’s degree
  • Candidate must have at least 4-5 years solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales and pharmaceutical industry specifically handling top clients portfolio.
  • Preferably with at least 3-5 years of commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investments, etc.) and in Corporate Banking or Wealth Management/Financial Planning services to High Net Worth (HNW) clients.

Make your mark in a global company that secures people's future! Join AXA today!

Perks and Benefits

  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave
  • Paid Sick LeavePaid Sick Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Single Parent LeaveSingle Parent Leave
  • Child Care BenefitsChild Care Benefits
  • Retirement Benefit PlansRetirement Benefit Plans
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans
  • Special Leave Benefits for WomenSpecial Leave Benefits for Women
  • Company CarCompany Car
  • Performance BonusPerformance Bonus

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Baguio, Benguet, Philippines
2 openings

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About AXA Philippines

AXA, Global Leader in Insurance Headquartered in Paris, and active across all five continents in 64 countries, the AXA Group is focused on the world’s major markets particularly in Europe, North America, and the fast-growing economies in Asia Pacific. As a global leader in Financial Protection, we support both individuals and businesses at every life stage by providing exceptional personalized solutions and services including insurance, personal protection, savings and wealth management. Strong International Presence The AXA Group is committed to international expansion and has already established a strong presence in the Asia-Pacific Region, maximizing opportunities for future growth. At present, we have over 103 million clients in 64 countries, IFRS revenues amounting to Euro 99.0 billion and IFRS underlying earnings to Euro 5.6 billion. As of December 31,2015, AXA had Euro 1,363 billion assets under management About AXA Philippines AXA Philippines is a joint venture between the AXA Group and the Metrobank Group, one of the country’s largest financial conglomerates. AXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products. AXA has 700 financial executives in over 900 Metrobank and PSBank branches nationwide. With its recent full-acquisition of Charter Ping-An, AXA Philippines has entered into non-life insurance business, providing Filipinos a range of financial protection to suit their needs today.

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