Unassigned Customer Management and Leads Conversion Specialist

AIA Hong Kong and Macau; Philippines; On-site; PHP 360,000 - 480,000; Full time

Job summary

AIA Hong Kong and Macau is hiring a Conservation and Lead Conversion Specialist in the Philippines to retain existing customers unassigned to a Life Planner and to drive new sales through effective communication and relationship-building.

You will stay current on insurance products, prepare performance reports, and collaborate with the team to meet personal and company targets. Candidates should have at least 2 years in sales and strong interpersonal skills.

Qualifications

• Bachelor’s degree in any field.
• At least 2 years’ experience in Sales.
• Excellent interpersonal and communication skills (oral and written).
• Self-motivated and computer savvy.

Responsibilities

• Customer retention: implement strategies to improve loyalty and minimize attrition.
• Sales: nurture and convert leads; reach unassigned customers; perform virtual or face-to-face sales.
• Product knowledge: maintain understanding of insurance products and attend trainings.
• Relationship management: build strong relationships with unassigned customers for future resell opportunities.
• Prepare performance reports as necessary.
• Perform other tasks as required by supervisor.

Skills

Customer retention

Sales

Relationship management

Product knowledge

Reporting

Education

Bachelor’s Degree

Tools

CRM software

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people’s lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on.

About the Role

The Unassigned Conservation and Lead Conversion Specialist focuses on retaining existing customers who are no longer assigned to a Life Planner as well as driving new sales through effective communication, relationship-building and strategic sales techniques. The role strives to offer product solutions on financial needs of prospective and existing customers, both assigned and unassigned, to ensure achievement of individual and company targets and critical metrics.

Roles and Responsibilities

• Customer Retention: Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns, and generate saved ANP through retention and lapse prevention.
• Sales Performance: Nurture and convert leads that will be assigned by the team lead. These leads may be sourced from special acquisition campaigns, or untouched existing customer leads. The individual in this role is also expected to reach out to identified cohorts of unassigned customers, conduct needs assessment, and resell relevant products. Sales activities may be performed virtually or face-to-face as may be required by the prospect customer.
• Product Knowledge: Maintain a thorough understanding of insurance products and services to effectively advise customers and answer queries; continuously attend training programs to stay updated on new products, processes and policies.
• Relationship Management: Build and maintain strong relationships with existing unassigned customers that have been successfully retained and ensure a personalized and supportive experience to pave the way for future resell opportunities.
• Prepare performance reports as necessary
• Perform other tasks as may be required by immediate supervisor in order to meet operational and/or other requirements

Minimum Job Requirements

• Bachelor’s Degree in any course
• At least 2 years’ experience in Sales
• Excellent interpersonal and communication skills (oral and written)
• Self-motivated
• Computer savvy

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people’s lives, but to better the communities and environments we live in. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life. Believe in better with AIA. View our AIA LinkedIn page Bring your difference to AIA