Bancassurance Sales Executive

AIA Shared Services; Philippines; On-site; PHP 400,000 - 600,000; Full time

Job summary

AIA Shared Services in the Philippines seeks a Bancassurance Sales Executive to offer product solutions for BPI customers, aiming to meet individual and company targets while upholding the bank's reputation.

You will solicit new business, cross-sell and upsell, and nurture our relationship with branch officers and staff to generate bancassurance leads and business. Coordinate with back office for servicing and claims, and provide timely reports to management.

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on.

About the Role

• The Bancassurance Sales Executive strives to offer product solutions on financial needs of our BPI customers to ensure achievement of individual and company targets and critical metrics.
• Promote and maintain the reputation of BPI AIA and its affiliates.
• Solicit new business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank’s customer base.
• Establish, maintain and grow our relationship with the bank officers and staff in the branch/es they are assigned to generate bancassurance leads and bancassurance business and prospective and existing clientele.
• Liaise between our customer and our back office for policy servicing and claims.
• Submit required reports in a timely manner.
• Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our bancassurance business.
• Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates, marketing campaigns, and other related matters.
• Perform other tasks as may be required by immediate supervisor for the purposes of our business.
• Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

"Better" starts with people who reimagine what is possible and turn ideas into meaningful action.

At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels.

We will support you to broaden your perspective, strengthen your capabilities and grow your impact.

Together, we challenge assumptions, learn from one another and find better ways forward.

Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.

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Bring your difference to AIA