Senior Bancassurance Sales Executive - Malvar

BPI AIA Life Assurance Corp.; Malvar; On-site; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Observes Philippine Holidays

Offers competitive benefits and incent

HMO for employee and dependents

Paid Training

Tools provided (iPad, company phone)

Job summary

BPI AIA Life Assurance Corporation (BPI AIA) is a strategic alliance offering accessible and affordable financial solutions in the Philippines.

We seek a driven professional to promote bancassurance, solicit new business, and strengthen partnerships with bank branches to generate leads and service clients effectively.

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.

Responsibilities

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Solicit new bancassurance business and cross-sell identified products to the bank's customers.
• Establish and grow relationships with bank officers and staff to generate bancassurance leads.
• Coordinate policy servicing and claims with back office and customers.
• Submit reports in a timely manner and provide field intelligence on campaigns.

Job description

BPI AIA Life Assurance Corporation (BPI AIA) is a strategic alliance between two leading financial companies in the Philippines: AIA Philippines Life and General Insurance Company, Inc. (AIA Philippines) and Bank of the Philippine Islands (BPI). As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

We at BPI AIA understand that the Filipinos' needs continue to evolve as they go through the different life stages and they want to be able to easily access solutions that help them live healthier, longer and better lives.

Job Summary:

To help every Filipino family achieve financial security as we provide solutions to help customers live healthier, longer, and better lives.

Perks:

• Observes Philippine Holidays
• Offers competitive benefits and incentives
• HMO for employee and dependents
• Paid Training
• Tools provided (iPad, company phone)

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.