Financial Solutions Specialist | Iloilo
AXA Philippines
- Iloilo City, Philippines10 Commission Civil St, Barangay, Our Lady of Fatima, Jaro, Iloilo City, Iloilo, PhilippinesIloilo CityWestern VisayasPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
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, 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.
- At least 1 or 2 years of sales experience in Insurance is an advantage.
- At least 1 to 2 years 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.
- Excellent communication and interpersonal skills.
- Willing to undergo a sales/marketing type of work.
- Willing to be assigned in a Metrobank branch.
- Vacant areas are in Iloilo- Jaro and Guanco.
Perks and Benefits
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Special Leave Benefits for Women
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Iloilo City, Western Visayas, Philippines
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.