Unassigned Customer Management and Leads Conversion Specialist

AIA; Quezon City; On-site; PHP 300,000 - 520,000; Full time

Job summary

AIA Philippines is seeking a dedicated Conservation and Lead Conversion Specialist to retain unassigned customers and drive new sales through effective communication, relationship-building and strategic sales techniques. The role focuses on offering product solutions for the financial needs of prospective and existing customers, both assigned and unassigned, to ensure achievement of targets.

The position requires a Bachelor’s degree, at least 2 years in sales, and strong interpersonal and

Qualifications

• Bachelor’s Degree in any course is required.
• Excellent interpersonal and communication skills (oral and written).
• Self-motivated and computer savvy.

Responsibilities

• Customer Retention: implement strategies to retain unassigned customers and minimize attrition.
• Sales Performance: nurture and convert leads; reach out to unassigned customers for needs assessment and resell opportunities.
• Product Knowledge: stay updated on insurance products and processes through training.
• Relationship Management: build strong relationships with existing unassigned customers for future resell opportunities.
• Prepare performance reports as necessary.
• Perform other tasks as required by supervisor to meet requirements.

Skills

Interpersonal skills

Communication skills

Self-motivated

Computer savvy

Education

Bachelor’s Degree (any field)

Job description

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 the 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; continually 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.