AXA Philippines | Jose Antonio Bello
AXA Philippines | Jose Antonio Bello

Financial Sales Specialist | AXA Philippines  

AXA Philippines | Jose Antonio Bello

  • Makati, Philippines
    Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 3 years ago

2021-06-25T01:17:25.720272+00:00
Job closed.

Job Description

The ideal candidate is a motivated, well-organized individual who has a deep understanding of sales, prospecting and developing strong relationships with customers. Upon selection, candidates will be placed under a one-year manager program that aims to develop advisors to be successful managers and provide support in their recruitment activities. This program is ideal for individuals with experience in sales, but lack prior experience in people management.

As the company is constantly in the search for talented and committed leaders, selected applicants for this position will begin their journey in the industry with the rank of Financial Advisor but will enjoy the full support of the branch in positioning them to graduate from the program to earn the rank of Unit Head through a collaborative working environment that rewards cooperation and innovation.

Role Objectives and Key Tasks

  • Client Sourcing: identify and contact potential clients in need of financial services
  • Wealth Management: determine and recommend financial product and services based on their capacity and need
  • Client Relation Management: cultivate and maintain good working relationship with potential clients
  • Product and Skills Training: participate in all company and Insurance Commission mandated licensing and training programs
  • Talent Acquisition: sourcing, screening and hiring of associates
  • Coordination with Unit: monthly/weekly meetings, performance monitoring, etc.

Minimum Qualifications

  • College graduate
  • At least 2 years of work experience
  • Excellent communication skills and confident in public speaking
  • Highly self-motivated and results-oriented
  • Able to manage their time well to deliver targets and deliverables
  • Entrepreneurial mindset or knows the concept of "Intrapreneurship"
  • Willing to learn new things and to be mentored
  • Prior experience in sales preferred, but not required
  • Knowledgeable and passionate about the financial services industry

Perks and Benefits

  • Work from HomeWork from Home
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Required Skills

  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Economics
  • Financial Analysis
  • Customer Service
  • Budgeting
  • Performance Management

Preferred Courses

  • Applied Economics [Financial Economics] and BS Management of Financial Institutions
  • Applied Economics [Financial Economics] and BS Marketing Management
  • Finance

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Management and Consultancy
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Once in a while
Office Address
Makati, Metro Manila, Philippines
Industry
Financial Services
Vacancy
100 openings
Website
https://www.axa.com.ph

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

About AXA Philippines | Jose Antonio Bello

Established in 1999, AXA Philippines is one of the largest and fastest growing insurance companies in the country. It offers financial security to 1.3 million individuals through its group and individual life insurance as well as general insurance products through its wholly-owned subsidiary Charter Ping An. AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector. AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary, Charter Ping An: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products. AXA Philippines closed 2019 with P2.5 billion in consolidated net income from both its life and general insurance businesses. Today, AXA has close to 7,000 financial advisors in more than 40 branches, and about 1,200 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and more than 2,000 agents. AXA Philippines is a joint venture between the AXA Group, headquartered in France, GT Capital Holdings, Inc. (GT Capital), a leading listed conglomerate in the Philippines, and Metropolitan Bank and Trust Company (Metrobank), one of the Philippines’ largest financial institutions. It is duly recognized by the Insurance Commission and has following licenses to operate: 2019/37-R for AXA and 2019/40-R for Charter Ping An.

People also applied to

  1. Home

Other Recommended Jobs

Apply jobs in

Job Categories:

Related to your search: