Sales Associate

Experience level Expérimentés
Job details sector Assurance Vie et Epargne



 This position will deliver the following:

Prepare GI related quotations and proposals to our distributors;
Provide assistance to distributors on complex risks by serving as the link to our GI Underwriters;
Claims assistance and provide regular updates as the need arises;
Regular reminders on renewal accounts;
Monitor success conversion ratio from proposal to issuance;
Coordination with Policy Issuance team on pending cases and ensure policy delivery to customer happens.
Support multiple channels in Retail Distribution by providing GI related service within the agreed Service Level Agreements.
Proactively manage issues/risks critical to the Sales Support function.
Domestic travel on an as needed basis depending upon the need of the business being supported.

Experience and Qualifications

Bachelor’s degree is required. Major in finance or business administration is preferable.
1-2  years of business experience in an operations support role is highly desirable.
Average written and verbal communication skills are essential.
Maintain highest ethical standards; demonstrate practicality, integrity and respect for others. Promotes diversity and a culture of inclusion
Basic software skills with; Microsoft Office (Word, Excel, PowerPoint)


Great attitude and teamwork are differentiating factors, as well promoting a strong team culture & values

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

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