Unassigned Customer Management and Leads Conversion Specialist

AIA Hong Kong and Macau; Quezon City; On-site; PHP 420,000 - 660,000; Full time

Job summary

AIA Hong Kong and Macau is hiring an Unassigned Customer Management and Leads Conversion Specialist in Cubao, PH. The role focuses on retaining unassigned customers and driving new sales through strategic communication and relationship building.

Responsibilities include customer retention, lead nurture, product knowledge, and generating performance reports, with opportunities to collaborate with leadership and support teams across the business.

Qualifications

• Bachelor's degree in any field.
• At least 2 years' experience in sales.
• Excellent interpersonal and written and spoken communication skills.
• Self-motivated and proactive.
• Computer savvy.

Responsibilities

• Customer Retention: Implement strategies to enhance customer loyalty and reduce attrition.
• Sales Performance: Nurture and convert leads assigned by the team lead, and reach out to unassigned customers for resell opportunities.
• Product Knowledge: Maintain understanding of insurance products and stay updated on processes and policies.
• Relationship Management: Build strong relationships with unassigned customers to pave the way for future sales.
• Prepare performance reports as necessary.
• Perform other tasks as may be required by supervisor to meet operational requirements.

Skills

Sales experience

Interpersonal communication

Self-motivation

Education

Bachelor's degree in any course

Job description

Unassigned Customer Management and Leads Conversion Specialist page is loaded## Unassigned Customer Management and Leads Conversion Specialistlocations: Cubao, PH-AIA Philippinestime type: Full timeposted on: 오늘 공고time left to apply: 종료일: 2026년 11월 21일(남은 지원 기간: 30일 이상)job requisition id: JR-70257**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.***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.*