Financial Solutions Officer - Central Luzon

Financial Solutions Officer - Central Luzon

AXA Group Operations Malaysia Sdn Bhd
Not Specified
Not Specified

Job Description


Full-time
Join the Top Global Insurance Brand!
AXA%27s 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/ PSBank branches
to offer solutions that address the financial needs of the banks%27 customers.
Equipped with technology-based tolls 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 (Product, Sales Process, Distributor Tools)

  • Attend advance training offerings and designation programs

  • Get accredited to run customer events, whether in-branch or offsite

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country%27s strongest banks.

Job Source : jobs.axa

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