Bancassurance Financial Executive | San Fernando, La Union - Urdaneta

apartmentAXA placeUrdaneta scheduleFull-time calendar_month6/6/25

Join the Top Global Insurance Brand!

AXA's FINANCIAL SALES EXECUTIVES are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full time sales employees based in PSBANK 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.

Job Purpose:

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

Minimum Qualification:

Willing to be assigned in PSBANK in San Fernando, La Union

Graduate of any 4-year or 5-year Bachelor’s degree

At least 1-2 years of solid working experience and a successful track record as:

Retail sales or relationship officer
Car Sales
Property Specialist
Sales Associate
Sales Representative
Medical Sales Representative
Customer Service Representative
Bank Staff
Real estate broker

Ability to achieve sales targets on a monthly basis

Excellent communication and interpersonal skills

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

Open to fresh graduates

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