Corporate Solutions Bancassurance Area Manager

AIA Shared Services; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

AIA Shared Services in Makati is seeking a senior sales leader to drive revenue from new business and renewals across Employee Benefits products, including HMO packages and credit line offerings through established channels. You will guide a team, develop strategies, and collaborate with bank managers and corporate relationship teams to hit targets.

You will conduct regular coaching for BSEs, oversee deployments for onboarding, and ensure timely reporting with recovery plans.

Qualifications

• Experience leading insurance sales teams and meeting revenue targets.
• Able to develop and implement sales strategies to grow both new business and renewals.
• Strong relationship management with banks, corporate clients, and distribution partners.
• Proven track record in cross-selling and product enhancement initiatives.

Responsibilities

• Achieve revenue targets for new and renewal business for EB products.
• Develop and cascade team action plans and tactics; conduct regular reviews.
• Lead engagement with bank partners and corporate clients to drive growth.
• Coach BSEs, oversee 15-day deployment for new staff and ongoing training.
• Ensure timely reporting and analysis with recovery plans for lagging figures.

Skills

Revenue growth

Team leadership

Sales strategy

Key account management

Cross-selling

Tools

CRM (Salesforce)

MS Excel

Power BI

Job description

Build a healthier and more sustainable future for everyone. At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities. Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role

Responsible for delivery of revenue from new business and renewal business and activity targets assigned to his/her team. Ensure that all performance, revenue and activity metrics needed to track, monitor and deliver the targets are institutionalized through regular reports, meetings and planning activities, Responsible for the assigned team’s new business and renewal growth premium for our Company from the sale of Group Insurance products including but not limited to Employee Benefits such as HMO packaged and customized plans and Credit Line products through the Company’s established distribution channels.

This also includes IVS sales thru worksite and financial literacy engagements with existing and prospective EB clients and other activities. Ensure delivery of targets assigned to the team. Targets include both revenue for new business and renewal and activity goals needed to deliver the former Develop strategies for how he and his team will meet the assigned targets with the appropriate action plans and tactics cascaded to the team members.

Conduct proper 15 day deployment for newly onboarded BSEs Ensures JFW and coaching sessions with each BSE per month and on a regular session depending on the need. Build relationship with the bank’s Division Managers, Area Managers and Corporate Relationship Manager/ Business Banking Relationship Manager assigned to him or his team. Conduct business reviews, and lead weekly and monthly engagements with Bank parter stakeholders. Facilitate and lead target shooting and strategy activities with bank partner stakeholders for target achievement Guide and provide assistance to the BSEs visits, presentations and closing activities.

Ensure proper and smooth renewal process of the EB accounts in team’s portfolio following the 90. 60. 30 process and ensure a proper portfolio review that leads to cross sell/ upsell or enhancement of benefits. Ensure the prompt and timely submission of accurate reports to immediate superior and provide analysis for each report to include recovery plan should figures lag behind assigned targets. Develop and implement training and development programs for members of his/her team as well as bank partners Conduct financial literacy wellness sessions on per need basis for wellness engagements with existing and prospective EB clients geared toward IVS selling.

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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