Financial Solutions Associate | Muntinlupa
AXA Philippines
- Makati, PhilippinesMakati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
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 advance 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 Associate 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.
Make your mark in a global company that secures people's future! Join AXA today!
Minimum Qualifications
Join the Top Global Insurance Brand!
AXA's FINANCIAL SOLUTIONS ASSOCIATE 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 the best-in-market tools in computing, 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.
Qualifications:
- Degree holders who can speak fluent English and possess a high sense of fulfilment and a strong desire to have a noble purpose in their career.
- Candidates must have at least 1 year of sales experience and a successful track record as retail sales and relationship officer, or currently employed with at least 2 years of experience as customer service representative, bank staff, nurse or teacher.
- Fresh graduates who were either scholars, student leaders, or student athletes are encouraged to apply.
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
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Makati, Metro Manila, Philippines