Virtual Sales Representative

AIA (Web); Makati; Remote; PHP 300,000 - 600,000; Full time

Job summary

AIA Philippines seeks a Virtual Sales Representative to offer BPI AIA product solutions to target customers and leads through a virtual end-to-end sales process. You will achieve individual and company KPIs by cross-selling life and health insurance while coordinating with the Virtual Sales Officer and branch staff.

You will build and maintain relationships with clients and partners, perform customer service and policy servicing duties, and report on campaigns and market intelligence to drive

Responsibilities

• Solicit new business and cross-sell/bancassurance to target customers and leads via virtual end-to-end processes.
• Collaborate with Virtual Sales Officer for cross-selling life and health insurance.
• Maintain professional relationships with client companies, VSHS, and branch staff to generate bancassurance leads.
• Promote BPI AIA and ensure a positive reputation for both BPI and AIA PH.
• Provide customer service and business conservation for leads; liaise with back office for servicing/claims.
• Submit required reports on time and provide field intelligence on campaigns and competitors.

Skills

Cross-selling

Relationship-building

Customer service

Reporting

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 Virtual Sales Representative (VSR) is responsible for offering BPI AIA’s product solutions to target customers and prospective leads through a virtual end-to-end sales process system and ensure achievement of individual and company targets and KPIs.

• Solicit new business, cross-sell and up-sell identified BPI AIA products to target customers assigned to the Virtual Sales team, which may include BPI bank customers, existing BPI AIA policyholders and BPI AIA prospective leads from Digital and Direct Marketing acquisition initiatives.
• Partner with Virtual Sales Officer (VSO), for their cross-selling of life and health insurance. This includes but is not limited to: company and public caravans, and client calls.
• Establish and maintain professional relationships with the VSO, as well as the employees of client companies, VSHS (Virtual Store, Head Sales) and other branch staff they will be working with or assigned to for the purposes of generating bancassurance leads and bancassurance business. Their span of professionalism should expand to the entire BPI AIA team, as well as to AIA PH and BPI.
• Promote and maintain the reputation of BPI AIA as well as both BPI and AIA PH.
• Perform customer service and business conservation activities for their respective leads.
• Act as a liaison between the customer and our back office for policy servicing and claims.
• Submit required reports on time.
• Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business.
• Report and meet weekly with Virtual Sales Team Leader for production updates and marketing campaigns and other related matters.
• Perform other tasks as may be required by immediate superior for the purposes of company business.

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.