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AIA Shared Services in the Philippines is seeking a Corporate Solutions Bancassurance Sales Executive to drive new business and renewals for group insurance products, including health and medical plans, HMOs, and credit line products, through the bank's channels.
You will build and maintain relationships with BPI Corporate/ Business Banking partners and other channel partners, prepare reports, and ensure compliance with KYC, onboarding, and renewal processes while delivering tailored benefits to
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 2034. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on.
The Corporate Solutions Bancassurance Sales Executive strives to generate new business and renewal growth premium for our Company from the sale of Group Insurance products including but not limited to Employee Benefits (EB) such as health and medical insurance packaged and customized plans, HMOs and Credit Line products through the Company’s established distribution channels. The CS BSE can also generate Individual Voluntary Solutions (IVS) sales thru worksite and financial literacy engagements with existing and prospective EB clients and other activities. Solicit new business leads from Business Banking Group (Business Sales Officer) and Institutional Banking Group (Relationship Manager) and other assigned bank partners, who caters SMEs, Large/ Top Corporations and Multinationals, as an outcome of relationship building. Comply to sales process, KYC and onboarding mandatory requirements during product presentation and closing of new business account. Adhere to renewal process and due diligence when offering additional and/or improvement of benefits during renewal period. This includes cross sell and/ or upsell for a comprehensive benefit plan for the customer. Handle after sales of closed or assigned accounts including employee list adjustment throughout the policy year. Build, maintain, and improve relationship with the BPI Corporate/ Business Banking partners and other distribution channels identified by our organization, and with new and current client portfolio. Prepare and submit sales reports in a timely manner. Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
“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.