sales specialist ( Muntinlupa)AXA MANDIRI FINANCIAL SERVICES

Job Description
JOB INFORMATION / REQUIREMENTS
Job Purpose / Summary
Responsibilities include but not limited to soliciting and attending insurance requirements of Orix Metro Leasing & Finance Corporation (OMLF) assigned to
To develop and strengthens professional relationship with Orix Metro.
To develop professional relationship with prospective and existing clientele.
To solicit new business, cross-sells and up-sells products
To monitor and update all claims filed by Orix partner/assured.
To call and follow up renewals to Orix partner/assured.
To submit monthly updated production report to Orix branches.
To call personally and update our assured on the latest progress of claim.
Monitor Receivables (Update, Validate and Ensure Payment of Policies).
To conduct quarterly Kamustahan with our Orix branches, Cluster head,
Area head and Region head.
MAJOR ACTIVITIES:
SALES PROCESS:
MAPPING OF ASSIGNED AREA
PROSPECTING OF CLIENTS
DATA GATHERING / ANALYTICS
APPOINTMENT SETTING
SALES CALL / PRODUCT PRESENTATION
CLOSING THE SALE
SALES PROGRESS REPORTING
CHANNEL MANAGEMENT & DEVELOPMENT
PROPOSES STRATEGIES TO HIT THE BUDGET & PENETRATE ASSIGNED CHANNEL OR AREA.
COORDINATES CLOSELY WITH INTERNAL UNITS & ALIGNS WITH CHANNEL PARTNERS TO BUILD A PROFITABLE
RELATIONSHIP
IDENTIFIES POTENTIAL SOURCES OF BUSINESS
PERFORMS MARKET STUDY, IDENTIFIES TRENDS, COMPETITOR SCANNING
BE THE INSURANCE SUBJECT MATTER EXPERT TO CLIENTS AND CHANNEL PARTNERS
ASSISTS CHANNEL PARTNERS & CLIENTS WITH ALL INSURANCE RELATED CONCERNS
CROSS-SELLING OF OTHER INSURANCE PRODUCTS & SERVICES
Key Result Areas
Major Activities / Responsibilities
Output
Challenges and Risks
80% RENEWAL RATIO
Inform/send the renewal notice (45 days) of referred client to MBTC
Call clients and remind them about the expiration of their policy
Renewal of business
Delivery of renewal policy
Handling of proposed business
NEW BUSINESS
Call prospective client referred by Metrobank.
Introduce the Company (AXA)
Introduce yourself to the client
Get an appointment
Sales Presentation with Orix/Client
Closing
Delivery of policy
Cross Selling of other Product
Lines ( GI)
To develop Corporate Accounts and Penetrate Commercial Portfolio of ORIX.
VISITATION
Ask for referrals
Get the information of the loan boroower/clients.
Complete name, address and contact number.
ORIX will inform their client about AXA and the SO assigned to solicit accounts for Non-Life Insurance.
Your Profile
Decisions / Quantifiable Data Related to Job
Educational Qualifications / Certifications
Can develop marketing strategies to compete with other insurance company.
Perform market and industry intelligence work and suggest possible areas for business expansion.
With Sales and GI Background
Perform an Insurance Audit
Key Account Management
Graduate of any (4) four- year business course.
Attended Basic Non Life Seminar & Advance Insurance Courses
Preferably with experience in marketing, sales, account management and business development.
Excellent command of oral and written English.
Has good Interpersonal skills and excellent customer service orientation.
Candidate Relevant Experience / Personal Characteristics/Behaviors
Compensation Range
Positive Outlook towards her Job
Initiative to work outside her scope of work
About AXA
A global leader in insurance and investments, AXA takes care of 107 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations.
About the Entity
AXA Philippinesis one of the largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products.
AXA has more than 700 financial executives in over 900 Metrobank and PSBank branches nationwide.
What We Offer
Apart from being the world's highest-ranking global insurance brand, we have the AXA Academy to help and prepare each of you for further specialization and career growth.
We have one of the most competitive variable compensation packages in the industry, which includes recognition, incentives, and guaranteed bonuses. We also offer medical and dental benefits and automatic HMO coverage to dependents.