Philippines
FINANCIAL SALES EXECUTIVE- CAPAS, TARLAC
Industry:
Insurance
Career level:
Mid-level
Employment type:
Full time
Job location:
Capas, Tarlac
Salary offered
Negotiable
Requirements
Education:
Bachelor's Degree
Experience:
0-2 years
Languages:
English
Driving license:
No
Job role
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
Benefits
Medical insurance
Company background
As a company of prestige, AXA Philippines is redefining the market by challenging the present and always looking for solutions that better meet the financial needs of our customers or modify services to adjust to their changing preferences. This quest made us the innovator behind the development of bancassurance and behind the introduction of variable life products into the market.
AXA Philippines is borne out of the formidable synergy between Metrobank, the country's strongest bank by The Asian Banker, and AXA Group, one of the world's largest financial protection and wealth management companies with 101 million customers in 57 countries.
Currently AXA Philippines is offering financial security to almost 300,000 individuals through its group and individual life insurance products. As the pioneer in the market, AXA Philippines is offering the second generation variable life products that provide the clients even better financial security and improved returns.
AXA Philippines is determined to give you what you need, the way you want it.
AXA Philippines has a nationwide coverage through 557 Metrobank branches, which are being serviced by 450 financial solutions associates and 26 AXA branch offices that are the home to its growing network of 1,500 exclusive financial advisors.
