Financial Solutions Officer | Iloilo
AXA Philippines
- Iloilo City, PhilippinesIloilo City, Iloilo, PhilippinesIloilo CityWestern VisayasPhilippinesPhilippines
- Toàn thời gianFULL_TIME
Miêu Tả Về Công Việc
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 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.
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, and 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 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.
Trình độ tối thiểu
- Graduate of any 4-year or 5-year Bachelor’s degree
- At least 4-5 years solid sales and account management experience, specifically handling top clients portfolio, preferably from any of the following industries:
- Telecommunications
- Real estate
- Hotel Management or Tourism Services
- Banking and Stock Trading
- Luxury Auto Sales
- Pharmaceutical
- 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!
Đặc quyền và lợi ích
- 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
- Company Car
- Transportation Allowances
- Performance Bonus
Tóm tắt công việc
- Trình Độ Công Việc
- Trình độ nhân viên cấp trung bình / cấp quản lý
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Địa chỉ văn phòng
- Iloilo City, Iloilo, Philippines