Financial Specialist | MAKATI & BGC  

Join the Top Global Insurance Brand!

AXA's FINANCIAL SPECIALISTS 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 tools 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.

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 Specialist 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.

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.

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

• Graduate of any 4-year or 5-year Bachelor’s degree.
• At least 2-3 years of solid working experience and a successful track record as:
• Retail sales or relationship officer.
• Customer service representative.
• Low counter bank staff.
• Nurse.
• Teacher.
• Real estate broker.
• Preferably with at least 1-2 years sales experience in a life insurance organization/company.
• Ability to speak English fluently.
• Ability to exhibit a strong aspiration to be an expert or leader in the future.
• Display an excellent team spirit.
• With desire to have a noble purpose in their career.