Bancassurance Specialist

BPI AIA Life Assurance Corp.; Cabuyao; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading bancassurance provider is seeking a full-time Bancassurance Specialist in Calamba. The role involves offering insurance products, generating new business, and providing excellent customer service. The ideal candidate will have strong sales proficiency, effective communication skills, and a relevant bachelor's degree. Join a company that strives to be a trusted insurance partner for Filipinos.

Qualifications

• Knowledge of bancassurance product offerings.
• Experience in sales and achieving targets.
• Strong interpersonal skills for customer consultations.

Responsibilities

• Offer insurance products to bank customers.
• Identify customer needs and provide consultations.
• Achieve sales targets and generate new business.

Skills

Insurance product knowledge

Bancassurance sales experience

Customer needs analysis skills

Excellent communication skills

Sales proficiency

Negotiation skills

Attention to detail

Organizational skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Job description

Company Description

BPI AIA Life Assurance Corp. is the leading bancassurance company in the Philippines, ranking #1 in the sector and #2 in net income among life insurers in 2024. It is a joint venture between the Bank of the Philippine Islands and AIA Philippines. We strive to be a trusted and reliable insurance partner for every Filipino family, building a better everyday life and future for all Filipinos.

Role Description

This is a full-time on-site role for a Bancassurance Specialist located in Calamba. The Bancassurance Specialist will be responsible for offering insurance products to bank customers, generating new business, and achieving sales targets. Day-to-day tasks include identifying customer needs, providing insurance consultations, preparing quotations, and following up on sales leads. The role involves promoting BPI AIA’s insurance solutions and ensuring excellent customer service.

Qualifications

• Insurance product knowledge, bancassurance sales experience, and customer needs analysis skills
• Excellent communication and interpersonal skills for effective consultations and relationship building
• Sales proficiency, target achievement, and customer service excellence
• Negotiation, closing deals, and client follow-up abilities
• Detail-oriented with strong organizational skills
• Ability to work independently and as part of a team
• Bachelor’s degree in Business, Finance, Marketing, or a related field
• Experience in the financial or insurance sector is a plus