Senior Bancassurance Sales Executive - Ortigas Pasig City

BPI AIA Life Assurance Corp.

Metro Manila

Sur place

PHP 360 000 - 600 000

Plein temps

14 jours+

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Avantages offerts par ce poste

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

Résumé du poste

BPI AIA Life Assurance Corp. in Metro Manila is seeking a driven Bancassurance Sales Associate to promote and grow bancassurance leads within the bank's customer base.

The role requires excellent interpersonal skills and at least 2 years in insurance or bancassurance sales. You will collaborate with bank officers, support policy servicing, and contribute to campaign efforts and market intelligence.

Qualifications

  • Bachelor's degree in any course.
  • Excellent interpersonal and communication skills (oral and written).
  • Minimum 2 years of insurance or bancassurance sales experience.

Responsabilités

  • Promote and maintain the reputation of BPI AIA and its affiliates.
  • Solicit new business, cross-sell and up-sell identified products to the bank's customers.
  • Establish and grow relationships with bank officers and staff to generate bancassurance leads.
  • Liaise between customers and back office for policy servicing and claims.
  • Submit required reports promptly.
  • Provide field intelligence on products, campaigns, competitors and the bank partner.
  • Report and meet with managers for production updates and campaigns.
  • Perform other tasks as may be required by supervisor.

Connaissances

Excellent interpersonal and com skills
Sales experience

Formation

Bachelor's Degree in any field

Description du poste

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.
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