Senior Bancassurance Sales Executive

BPI AIA Life Assurance Corp.; Makati; On-site; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

BPI AIA Life Assurance Corp. is seeking a Bancassurance Sales Representative in Metro Manila to promote and sell insurance products through the bank's customer base.

You will solicit new business, cross-sell and up-sell identified products, and build strong relationships with bank officers and staff in assigned branches for bancassurance opportunities. Working Mondays to Fridays (dayshift) with Philippine holidays observed, you will report to the Bancassurance Area Manager and provide timely

Qualifications

• Excellent interpersonal and communication skills (oral and written)
• Minimum 2 years of insurance or bancassurance sales experience required

Responsibilities

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Solicit new business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank's customer base.
• Establish, maintain and grow our relationship with the bank officers and staff in the branch/es they are assigned to generate bancassurance leads and bancassurance business and prospective and existing clientele.
• Liaise between our customer and our back office for policy servicing and claims.
• Submit required reports in a timely manner.
• Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our bancassurance business.
• Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates, marketing campaigns, and other related matters.
• Perform other tasks as may be required by immediate supervisor for the purposes of our business.
• Mondays to Fridays (Dayshift)
• Observes Philippine Holidays
• Offers competitive benefits and incentives.

Skills

Interpersonal skills

Communication skills

Job description

• Excellent interpersonal and communication skills (oral and written)
• Minimum 2 years of insurance or bancassurance sales experience required

Duties and Responsibilities:

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Solicit new business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank's customer base.
• Establish, maintain and grow our relationship with the bank officers and staff in the branch/es they are assigned to generate bancassurance leads and bancassurance business and prospective and existing clientele.
• Liaise between our customer and our back office for policy servicing and claims.
• Submit required reports in a timely manner.
• Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our bancassurance business.
• Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates, marketing campaigns, and other related matters.
• Perform other tasks as may be required by immediate supervisor for the purposes of our business.
• Mondays to Fridays (Dayshift)
• Observes Philippine Holidays
• Offers competitive benefits and incentives.