The Bancassurance Sales Executive aims to provide product solutions that address the financial needs of our customers, thereby ensuring the attainment of both individual and company objectives as well as essential metrics.
Duties and Responsibilities:
- 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
Who We're Looking For:
- Bachelor's Degree graduate (any course)
- at least 1 year of relevant sales experience
- bancassurance sales, or Financial Advisor background is a plus
- Preferably in insurance, real estate, or automotive industries
- Strong communication skills
- Goal-driven, self-motivated, and adaptable
Schedule: Full-time, Onsite,
Why Join us
BPI AIA Life Assurance Corporation (BPI AIA) is a trusted partnership between AIA Philippines and BPI, providing accessible insurance solutions that help Filipinos live healthier, longer, and better lives.
Benefits:
- Paid training
- Pay raise
- Company Christmas gift
- Company events
- Employee stock ownership plan
- Health insurance
- Life insurance
- Opportunities for promotion
- Tools provided
Be part of the Top 1 Bancassurance company in the Philippines!
