Virtual Sales Team Leader

AIA (Web); Makati; On-site; PHP 600,000 - 800,000; Full time

Job summary

AIA Philippines is seeking a Virtual Sales Team Leader to manage and develop Virtual Sales Representatives and ensure sales targets are met. Based in Makati, you will foster strong partnerships with bank staff and drive referral and sales activity across channels.

You will motivate and coach the VSRs, ensure compliance, and coordinate with FSM, FSTL, OFTL, and ABD to meet area goals. This leadership role helps expand the AIA PH virtual sales program.

Responsibilities

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Ensure each individual reporting to him/her delivers to committed targets and service levels
• Implement activity management based on agreed company standards and ensures assigned VSRs have complete logistics needed to perform the job
• Enable Virtual Sales Team support from each of the referrors in order to achieve referral and sales levels
• Establish, maintain and grow relationships with the bank’s Field Sales Manager (FSM), Field Sales Team Leader (FSTL), OF Team Leader (OFTL) , Area Business Director (ABD) and other key bank employees and ensure regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area/team production target
• Motivate, train and coach assigned Virtual Sales Representatives and ensure that they adhere to compliance, code of conduct and market conduct guidelines
• Identify and arrange training needs of Virtual Sales Representatives and bank staff in his/her assigned area/team; Identify as well communication needs of each of the BPI Direct Sales Team
• Prepare and analyze required consolidated reports for management (both internal and for the Field Sales Manager (FSM), Field Sales Team Leader (FSTL), OF Team Leader (OFTL) Area Business Director (ABD).
• Establish and maintain professional relationships between different stakeholders of the company. This includes but is not limited to the Virtual Sales - Manager (VSM), Virtual Sales Team Leader (VS-TL), Virtual Sales Representative (VSR), etc. Their span of professionalism should expand to the entire BPI team, as well as to AIA PH and BPI AIA.

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 as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

The Virtual Sales Team Leader (VS-TL) is responsible for managing and developing Virtual Sales Representatives (VSR) and ensures that sales targets are met.

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Ensure each individual reporting to him/her delivers to committed targets and service levels
• Implement activity management based on agreed company standards and ensures assigned VSRs have complete logistics needed to perform the job
• Enable Virtual Sales Team support from each of the referrors in order to achieve referral and sales levels
• Establish, maintain and grow relationships with the bank’s Field Sales Manager (FSM), Field Sales Team Leader (FSTL), OF Team Leader (OFTL) , Area Business Director (ABD) and other key bank employees and ensure regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area/team production target
• Motivate, train and coach assigned Virtual Sales Representatives and ensure that they adhere to compliance, code of conduct and market conduct guidelines
• Identify and arrange training needs of Virtual Sales Representatives and bank staff in his/her assigned area/team; Identify as well communication needs of each of the BPI Direct Sales Team
• Prepare and analyze required consolidated reports for management (both internal and for the Field Sales Manager (FSM), Field Sales Team Leader (FSTL), OF Team Leader (OFTL) Area Business Director (ABD).
• Establish and maintain professional relationships between different stakeholders of the company. This includes but is not limited to the Virtual Sales - Manager (VSM), Virtual Sales Team Leader (VS-TL), Virtual Sales Representative (VSR), etc. Their span of professionalism should expand to the entire BPI team, as well as to AIA PH and BPI AIA.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.