Bancassurance Financial Executive - Angeles P
1 buwan ang nakalipas
Job summary
A Top Global Insurance Brand Great Place To Work-Certified company Full-time sales related Bank-based position Join the Top Global Insurance Brand AXA's FINANCIAL SALES EXECUTIVES are confident optimistic reliable and driven individuals who enjoy a career with a noble purpose They are full time sales employees based in PSBANK branches to offer solutions that address the financial needs of the banks' customers Equipped with technology-based tools 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+
- 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
Paglalarawan ng trabaho
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