Area Sales Manager

Eclaro Business Solutions Incorporated; Philippines; On-site; PHP 900,000 - 1,700,000; Full time

Benefits offered by this job

Competitive base salary with team and…

Executive leadership programs and内部昇進經

High-visibility leadership role across

Comprehensive health and financials

Job summary

Eclaro Business Solutions Incorporated in the Philippines seeks an Area Sales Manager in Bancassurance to lead a team of Financial Advisors, including executives, and drive regional sales growth while ensuring compliance and strong bank partnerships.

You will coach and develop FA teams, design local sales strategies, manage governance, and collaborate with bank stakeholders to achieve targets across branches.

Qualifications

• Bachelor's degree in business, finance or related field.
• 5-10 years of experience in financial services or insurance, incl. 3+ years in leadership or sales management.
• Proven success leading high-performing advisory teams in bancassurance or channel-driven env.
• Strong business acumen, strategic thinking and people leadership.
• Excellent communication and stakeholder management capabilities.

Responsibilities

• Lead, coach, and develop a team of Financial Advisors to exceed sales targets.
• Design and implement localized sales strategies aligned with regional goals.
• Drive target achievement and monitor performance with corrective action plans.
• Build and maintain relationships with bank branch heads and executives.
• Ensure regulatory compliance and effective governance across the team.

Skills

Leadership & team coaching

Stakeholder management

Strategic thinking

Excellent communication

Education

Bachelor's degree in business, Finance, or related field

Job description

Role: Area Sales Manager

Job Summary:

The Sales Manager in the Bancassurance channel is a senior leadership role responsible for driving the overall performance and strategic direction of a team of Financial Advisors, including Executive-level advisors. This role is pivotal in delivering regional sales growth, strengthening partnerships with bank stakeholders, and ensuring high standards of compliance and execution. Unlike Executive Financial Advisors who focus on elite client portfolios, the Sales Manager is accountable for team leadership, business development strategy, and sales governance.

Key Responsibilities:

Sales and Target Achievement

• Lead, coach, and develop a team of Financial Advisors-including Executive and Senior levels-to exceed sales targets.
• Design and implement localized sales strategies aligned with regional goals and market conditions.
• Drive the achievement of individual and team sales targets and monitor daily sales performance and implement action plans to address gaps.
• Ensure product mix and persistency targets are met.

Bank Relationship Management

• Build and maintain strong business relationships with bank branch heads and staff.
• Conduct regular business reviews with branch partners to align sales strategies.
• Strengthen relationships with bank branch heads and key bank executives to drive synergy and lead generation.
• Collaborate with bank stakeholders to align on joint business objectives and sales campaigns.
• Monitor in-branch execution and elevate engagement between advisors and bank personnel.

Team Leadership and Development

• Lead and manage a team of Financial Advisors (FAs) assigned to bank branches.
• Conduct regular coaching and mentoring sessions to improve FA productivity and morale. Ensure that all FAs are properly trained and compliant with regulatory and company requirements.
• Identify, mentor, and promote high-potential talent within the team.
• Lead training initiatives, performance reviews, and career development planning for advisors.

Operational Excellence

• Monitor and manage day-to-day sales operations within assigned branches.
• Ensure timely and accurate submission of reports and documentation.
• Ensure strict adherence to all regulatory and internal compliance policies.
• Oversee reporting, performance analytics, and territory planning.
• Resolve escalated client issues, reputational risks, or operational bottlenecks.

Compliance and Governance

• Ensure adherence to insurance regulations and company policies by the team.
• Oversee ethical selling practices and responsible advice to clients.

Key Performance Indicators (KPIs):

• Achievement of monthly, quarterly, and annual sales targets
• Productivity per FA and per branch
• FA activity management (e.g., leads, client calls, presentations, closing etc.)

Expense Management, Persistency and Team Active Ratio:

FA | SM | RBM
Expense Management | All expenses within set budget
RP Persistency | 60% | 60% | 60%
Active Ratio | N/A | 80% | 80%

Qualifications:

• Bachelor's degree in business, Finance, or a related field
• Minimum 5-10 years of experience in financial services or insurance, including 3+ years in a team leadership or sales management role.
• Demonstrated success in managing high-performing advisory teams in a bancassurance or channel-driven environment.
• Strong business acumen, strategic thinking, and people leadership skills.
• Excellent communication and stakeholder management capabilities.

What We Offer:

• Competitive base salary with team performance incentives and leadership bonuses.
• Access to executive leadership programs and internal career advancement tracks.
• A high-impact leadership role with visibility across banking and insurance partners.
• Comprehensive health and financial benefits package.