At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.Sound like you Then read on.About the RoleThe Bancassurance Sales Executive is responsible for offering product solutions on financial needs of BPI customers to ensure achievement of individual and company targets and KPIs.
- Promote and maintain the reputation of both BPI and AIA PH
- Solicit new business, cross-sell and up-sell identified BPI-AIA products to the bank's customer base
- Establish, maintain and grow relationships with the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business
- Establish, maintain and grow relationships with prospective and existing clientele Perform customer service and business conservation activities
- Act as a liaison between the customer and our back office for policy servicing and claims
- Submit required reports on time
- Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business
- Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates and marketing campaigns and other related matters. Perform other tasks as may be required by immediate superior for the purposes of bancassurance business
