Senior Bancassurance Sales Executive - Lucena City Quezon

BPI AIA Life Assurance Corp.; Lucena; On-site; PHP 180,000 - 420,000; Full time

Job summary

BPI AIA Life Assurance Corp. is seeking a capable bancassurance sales professional to promote and maintain its reputation while driving new business within bank branches in the Lucena area.

The role involves soliciting and cross-selling products to bank customers, building strong relationships with branch staff, and coordinating with back-office teams for policy servicing and claims. Prior bancassurance experience is preferred.

Qualifications

• Bachelor's Degree in any course is required.
• 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.

Skills

Interpersonal skills

Communication skills

Insurance sales experience

Education

Bachelor's degree in any course

Job description

Qualifications:

• Bachelor's Degree in any course

• 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.