Bancassurance Area Manager

Sun Life Grepa Financial, Inc.; General Santos; On-site; PHP 700,000 - 980,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in General Santos invites applications for Bancassurance Area Manager.

You will lead and develop the Bancassurance Sales Officers (BSOs) to meet KRAs, build strong relationships with branch heads and key banking partners, and drive area production through coaching, planning and reporting. You will coordinate with marketing and operations to secure resources, monitor daily activity, analyze markets, and identify growth opportunities to support sustainable

Qualifications

• Manages and develops the BSOs assigned to meet KRAs.
• Maintains relationships with Branch heads and key bank staff.
• Handles reporting, planning and budgeting.
• Conducts market analysis.
• Trains and coaches Bancassurance Sales Officers.
• Monitors daily BSO activities and reporting to Region/Sales Head daily.

Responsibilities

• Manages and develops the BSOs assigned to meet KRAs.
• Establishes and grows relationships with Branch heads and bank employees; conducts regular meetings to support area targets.
• Reporting, planning and administration including budgets and management information.
• Market Analysis.
• Training, coaching, monitoring and assessment of Bancassurance Sales Officers.
• Monitoring daily BSOs activities and follow-up on closing; reporting to Region Head/Sales Head daily.
• Spotting performance gaps and providing development directions for individuals.
• Coordinate with marketing and operations for resources and opportunities.

Skills

BSO management

Relationship building

Sales target achievement

Market analysis

Training and coaching

Reporting and budgeting

Job description

About the job Bancassurance Area Manager

Job Description

• Manages and develops the BSOs assigned to ensure that Key Result Areas (KRAs) are met or exceeded
• Establishes, maintains and grows relationships with the Branch head and other key bank employees and ensures regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area production target
• Reporting, planning and administration - including budgets and management information
• Market Analysis
• Training, coaching, monitoring and assessment of Bancassurance Sales Officers
• Closely coordinating and monitoring daily activities of BSOs, including following up accounts for closing and reporting all activities to Region Head and/or Sales Head on a daily basis
• Spotting performance gaps that need focus, determining opportunities for BSO improvement, communicating specific development directions for individuals and encouraging positive changes in behavior
• Working closely with marketing partners and other operational fronts for resources, connections, authorities, information, and opportunities that BSOs might need to perform fully.