Financial solutions specialist - south luzonAXA Group Operations Malaysia Sdn Bhd

Full-time Join the Top Global Insurance Brand! AXA%27s FINANCIAL SOLUTIONS SPECIALISTS are confident, optimistic, reliable, and driven individuals who enjoy a career with a noble purpose. They are full time sales employees based in Metrobank/ PSBa Full-time Join the Top Global Insurance Brand! AXA%27s FINANCIAL SOLUTIONS SPECIALISTS 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
Monster

Philippines
Permanent
Full-time