Branch Recruitment Officer

OONA Insurance; Davao City; On-site; PHP 360,000 - 600,000; Full time

Job summary

OONA Insurance in the Philippines seeks an Agency and FI Recruitment and Activation Officer to build and activate a network of agents and financial institutions, and to drive recruitment strategies that deliver growth in GWP. You will source agency leaders, screen candidates, conduct Business Opportunity Seminars, onboard new recruits, and organize activation events.

You will collaborate with training teams, monitor activations, and report performance metrics to agency leaders and senior

Qualifications

• Bachelor's degree in Business Administration, Marketing, Human Resources, or a related field.
• Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.

Responsibilities

• Source, identify, and recruit agency leaders with existing life insurance teams for various roles within the agency structure (AM/UM).
• Screen competencies (cv, resume) and conduct interviews to assess agency leader candidate suitability.
• Conduct Business Opportunity Seminars to the new recruits, both agency leaders and agents.
• Maintain a network of potential candidates from the top life insurance companies for future acquisition.
• Develop and manage relationships with key personnel of the life insurance companies and financial institutions as sources of recruits and production.
• Assist in creating and implementing activation campaigns for agents, such as new product launches, push for a specific line of business i.e. motor and package products or digital marketing efforts.
• Collaborate with Training and internal teams to understand activation needs and create a strategy aligned with those goals.
• Oversee the execution of recruitment-related activations, ensuring they meet deadlines and targets.
• Organise and coordinate recruitment and agency activation events i.e. Business Opportunity Seminars to promote the company and partnership with the agents.
• Coordinate logistics, materials, and branding for recruitment events.
• Track key performance metrics related to recruitment and activations, GWP per team and per agent and campaign performance results.
• Prepare and deliver these reports to agency leaders, agents and senior management.

Skills

Proven experience in recruitment

Strong interpersonal and communication

Education

Bachelor's degree in Business Administration, Marketing, Human Resources, or related field

Job description

Functions (Duties and Responsibilities):

The duties and responsibilities of an Agency and FI Recruitment and Activation Officer typically involve a combination of agent acquisition, recruitment strategy, and activation of these agents/financial institutions to produce the needed GWP for the company. The role is highly dynamic, and key tasks may include:

1. Agency Leader/Financial Institution Acquisition and Recruitment:

• Source, identify, and recruit agency leaders with existing life insurance teams for various roles within the agency structure (AM/UM).
• Screen competencies (cv, resume) and conduct interviews to assess agency leader candidate suitability.
• Conduct Business Opportunity Seminars to the new recruits, both agency leaders and agents.
• Maintain a network of potential candidates from the top life insurance companies for future acquisition.
• Develop and manage relationships with key personnel of the life insurance companies and financial institutions as sources of recruits and production.
• Assist in creating and implementing activation campaigns for agents, such as new product launches, push for a specific line of business i.e. motor and package products or digital marketing efforts.
• Collaborate with Training and internal teams to understand activation needs and create a strategy aligned with those goals.
• Oversee the execution of recruitment-related activations, ensuring they meet deadlines and targets.

3. Onboarding of Agents, Agency Leaders, and Relationship Managers/Financial Insitutions:

• Manage the onboarding process for new recruits, ensuring they are integrated into their team and the structure of the company.
• Ensure completion of documentary requirements needed to onboard the agent.

4. Recruitment and Activation Events:

• Organise and coordinate recruitment and agency activation events i.e. Business Opportunity Seminars to promote the company and partnership with the agents.
• Coordinate logistics, materials, and branding for recruitment events.

5. Reporting and Analytics:

• Track key performance metrics related to recruitment and activations, GWP per team and per agent and campaign performance results.
• Prepare and deliver these reports to agency leaders, agents and senior management.

Job Skills And Qualifications:

• Bachelor's degree in Business Administration, Marketing, Human Resources, or a related field.
• Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.