Bancassurance Sales Executive - Calamba

BPI AIA Life Assurance Corp.

Calamba

On-site

PHP 223,000 - 279,000

Full time

25 hours ago
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Benefits offered by this job

Dayshift Monday–Friday
Philippine holidays observed
Competitive benefits
HMO for employee and dependents
Paid training
iPad and company phone

Job summary

BPI AIA Life Assurance Corp. is seeking a dynamic Bancassurance Sales professional in Laguna to promote, cross-sell, and grow bancassurance revenues. You will collaborate with bank branches to drive new business and manage policy servicing and claims for customers.

Ideal candidates have a degree, strong sales background, and excellent communication skills to build relationships with branch staff and customers. Periodic reports and market feedback are part of the role.

Qualifications

  • Bachelor's degree in any field.
  • Excellent interpersonal and written/oral communication.
  • Strong experience in sales.

Responsibilities

  • 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 relationships with bank officers and staff in assigned branches to generate bancassurance leads and business
  • Liaise between customers and 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
  • Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates and marketing campaigns
  • Perform other tasks as may be required by immediate supervisor

Skills

Interpersonal skills
Sales experience
Communication skills

Education

Bachelor's degree

Job description

About the role

To help every Filipino family achieve financial security as we provide solutions to help customers live healthier, longer, and better lives.

Key responsibilities
  • 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 relationships with bank officers and staff in assigned branches to generate bancassurance leads and business
  • Liaise between customers and 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
  • Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates and marketing campaigns
  • Perform other tasks as may be required by immediate supervisor
About you
  • Bachelor's Degree in any course
  • Excellent interpersonal and communication skills (oral and written)
  • Strong experience in Sales
Benefits
  • Mondays to Fridays (Dayshift)
  • Observes Philippine Holidays
  • Competitive benefits and incentives
  • HMO for employee and dependents
  • Paid Training
  • Tools provided (iPad, company phone)
Salary: Php 20,000 - Php 25,000 + Variable pay/Uncapped commissions.
About us

BPI AIA Life Assurance Corporation is a strategic alliance between two leading financial companies in the Philippines: AIA Philippines Life and General Insurance Company, Inc. (AIA Philippines) and Bank of the Philippine Islands (BPI). As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

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