Strategic Corporate Solutions Sales Specialist

BPI AIA Life Assurance Corp.; Mimaropa; On-site; PHP 350,000 - 550,000; Full time

Job summary

BPI AIA Life Assurance Corporation in the Philippines seeks a proactive professional to solicit new business leads from bank partners and manage relationships with Corporate/Business Banking teams. You will present comprehensive benefit plans, ensure KYC and onboarding compliance, and pursue cross-sell and upsell opportunities during renewal.

You will handle after-sales activities, maintain client portfolios, and submit timely sales reports while contributing to the growth of affordable,

Qualifications

• Experience in corporate banking or partner channels.
• Strong relationship-building and communication skills.
• Knowledge of KYC and onboarding processes.
• Proven ability to generate leads and close sales.

Responsibilities

• Solicit new business leads from bank partners and assigned groups.
• Comply with sales process, KYC and onboarding during product presentation and closing.
• Adhere to renewal processes and upsell during renewal period.
• Handle after-sales for assigned accounts, including employee list adjustments.
• Build relationships with corporate banking partners and client portfolio.
• Prepare and submit sales reports in a timely manner.

Skills

Relationship management

Sales & lead generation

KYC compliance

Account management

Cross-selling

Job description

BPI AIA Life Assurance Corporation in the Philippines seeks a proactive professional to solicit new business leads from bank partners and manage relationships with Corporate/Business Banking teams. You will present comprehensive benefit plans, ensure KYC and onboarding compliance, and pursue cross-sell and upsell opportunities during renewal.

You will handle after-sales activities, maintain client portfolios, and submit timely sales reports while contributing to the growth of affordable,