Financial solutions officer - visayasAXA 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 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

Financial Solutions Officer - Visayas
AXA Group Operations Malaysia Sdn Bhd
Philippines
4-5 years
Not Specified