Corporate Sales Executive

aia; Taguig; On-site; PHP 500,000 - 650,000; Full time

Job summary

AIA in the Philippines is seeking a Corporate Sales Executive to join the Direct Sales Team. You will prospect corporate clients, present the company's employee benefits programs, and guide proposals through to closing with clients and underwriters.

You will manage lead sources, perform KYC on prospects, coordinate proposal details, and ensure submission of required documents to CS Operations. A track record in corporate sales and strong communication skills are essential.

Responsibilities

• Prospect corporate leads and identify authorised representatives.
• Prepare and present sales proposals with CS Underwriter.
• Follow through on proposal signing and collection of new business documents.
• Track monthly production targets and ensure delivery.

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 as part of our marketing, distribution & partnership team, you'll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

Under the Direct Sales Team, the Corporate Sales Executive shall be responsible in prospecting, proposing and presenting to Corporate Direct clients and identified segments the Company's employee benefits program and follow-thru the proposals presented to new business sales closing.

Sales Prospecting

• Handles generation of corporate leads thru different lead source materials (industry business yellow pages, social medial platforms, etc..)
• Approaches the identified corporate leads and facilitates initial contact with the identified authorized representatives.
• Conducts Know Your Client (KYC) of the prospected corporate client.

Proposal Preparation and Preparation

• Communicates request to prepare sales proposal with CS Underwriter by submitting all necessary client information obtained during the KYC process.
• Communicates with Client's authorized representative any inquiries/confirmation/information vital to complete the sales proposal.
• Presents generated Proposal to Client and obtains any request for enhancement/modification (if any).

Follow-thru Proposal Closing and Collection of New Business Documents

• Follows thru Proposal confirmation/sign-off from Client.
• Ensures collection and completion of the necessary new business requirements and submission to CS Operations.

Keeps track of the set individual monthly production target and ensures delivery. Other Responsibilities Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements

• Keeps track of the set individual monthly production target and ensures delivery. Other Responsibilities Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements

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.