Senior Bancassurance Sales Lead

BPI AIA Life Assurance Corp.

Mandaluyong

On-site

PHP 446,000 - 670,000

Full time

14 days+
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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) in Mandaluyong seeks a driven bancassurance sales professional to promote and sell insurance solutions through the bank's customer base. You will build relationships with branch staff, solicit new business, cross-sell and up-sell products, and coordinate with back office for policy servicing and claims.

The role requires excellent communication, at least 2 years in insurance sales, and the ability to generate bancassurance leads.

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 business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank's customer base.
  • Establish, maintain and grow relationships with bank officers and staff to generate bancassurance leads and business.
  • Liaise between customers and back office for policy servicing and claims.
  • Submit required reports in a timely manner.
  • Provide timely field intelligence on products, campaigns, competitors and the bank partner affecting bancassurance business.
  • Report and meet weekly with Bancassurance Area Manager, Branch Manager and Relationship Manager for production updates and campaigns.
  • Perform other tasks as may be required by supervisor.

Skills

Interpersonal skills
Written and verbal communication

Education

Bachelor's degree

Job description

BPI AIA Life Assurance Corporation (BPI AIA) in Mandaluyong seeks a driven bancassurance sales professional to promote and sell insurance solutions through the bank's customer base. You will build relationships with branch staff, solicit new business, cross-sell and up-sell products, and coordinate with back office for policy servicing and claims.

The role requires excellent communication, at least 2 years in insurance sales, and the ability to generate bancassurance leads.

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