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About the Role
The job is primarily responsible for developing business opportunities for the BPI agency banking partner referrals (digital platforms and brick and mortar partners). This includes, scoping, identifying, providing the appropriate insurance programs, building solutions, processes etc needed to deliver the expected financial goals. The role is expected to lead, organize and collaborate with internal and external stakeholders and in partnership with the Agency Banking group of BPI for the implementation and execution of the partnership programs.
The role is also responsible in onboarding and nurturing long term relationship with the referred acquired partners (both digital platform and brick and mortar) from the bank. Works in partnership with the bank to ensure successful implementation of agreed plan, business solutions, customer journeys, strategies and initiatives
Roles and Responsibilities:
Performs any or all of the following in various degrees according to the position's job level:
- Identify, develop, structure and close complex partnership deals/ programs that are referred by the BPI Agency banking group.
- Collaborates with BPI's Agency Banking Segment Division, Partnership Distribution Group and Channels in the development and implementation of life insurance sales, marketing and servicing programs for T1/T2 Channels, Agency Banking.
- Identifies and pursues opportunities for partner acquisition and innovation
- Lead and take accountability to ensure the proper onboarding and delivery of the acquisition of new partnerships for both digital and brick and mortar models.
- Work in cross functional teams to ensure business solutions to prospective partners are delivered with clarity on onboarding, building and solutioning of the partnership program
- Establish performance standards in monitoring, evaluating sales performance of partners to ensure accomplishment of sales targets and business growth
- Create strategies on how to expand product awareness for partners customer bases Ensure thorough knowledge of other partnership related subject matters - insurance, legal, risk & compliance, operational processes, financials, marketing needs.
- Manage governance (risk and compliance, etc)
- Provide management with relevant and timely sales report and business sales analysis to ensure delivery of targets and regulatory requirements
- Conduct regular reports and sales forecasts to various governance bodies and stakeholders (BWC, RCE, bank reportorial body etc)
- Performs other duties that may be assigned by the superior from time to time
Minimum Job Requirements:
- Education - Graduate of a business, communications arts,
- Experience - At least 3- 5 years of relevant work experience in the area of Sales, Business Development insurance tech, corporate partnership platforms, in the life insurance/ bancassurance industry, with at least 3 year experience in a managerial capacity exposure to corporate solutions sales, partnerships, institutional sales/ distribution are a plus
- Experience in strategy development with proven capability to lead cross functional teams
- Ability to work collaboratively to deliver hight quality outcome
- Certifications/licenses -FLMI an advantage
- Special skills - Strategic thinking, basic to advanced analytical Skills, Financial Management Expertise, Relationship Skills, Strong leadership, Organizational/ project management Skills, Communication Skills (English and Filipino), Presentation Skills, Relationship Management Skills, Events Management, People Management Skills, Resource Management Skills, Customer Orientation, Creativity and Negotiation and Problem Solving Skills
