financial solutions officer - nmm Quezon CityAXA Group Operations Malaysia Sdn Bhd

Join the Top Global Insurance Brand!AXA%27s FINANCIAL SOLUTIONS OFFICER are confident,optimistic, reliable, and driven individuals who enjoy a career with a noblepurpose. They are full time sales employees based in Metrobank/ PSBank branchesto 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 Qualifications and Experience Bachelor%27s degree holder Candidate must have at least 4-5 years solid sales and account management experience, preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales, and pharmaceutical industry specifically handling top clients portfolio 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 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 Willing to be assigned in a Metrobank/PSBank branch
Monster

Philippines
Permanent
Full-time