Banccassurance Area Manager

2 weeks ago


Manila, National Capital Region, Philippines Q2 Hr Solutions Inc. Full time

Banking - Retail/Branch (Banking & Financial Services)

The Area Manager is responsible for overall sales performance, acquisition of new business, retention of quality business of an area comprising of Financial Executives designated to be his/her span of control. He/she will build and maintain cordial business relationship with the bank partner to ensure sustainable flow of business.

  • Job Summary & Benefits
    • Job Type: Full Time
    • Work Set-Up: On Site
    • Work Schedule: Monday to Friday (8:00 AM to 5:00 PM)
    • Location: Hired Candidate may choose to be either deployed in Metro Manila or Panay, Visayas
    • With 15th Month Pay
    • Equipment Provided
  • Sales Management

    • Supervise a team of Financial Executives (FEs) to ensure that prescribed business activities and performance levels of the area, as defined in the KPI are delivered in a timely manner.

    • Use prescribed coaching tools to teach, facilitate, and guide FEs to build capabilities that will maximize sales performance and deliver sales targets.

    • Communicate to FE's appropriate Bancassurance correspondence and memorandum in timely manner.

    • Ensure team compliance of company policies and provisions as specified under the company's Code of Ethics and Market Conduct Guidelines.

    • Execute efficient expense management.
  • Joint Venture Relations Management

    • Build and maintain cordial business relationship with Metrobank/PSBank Area Head, Branch Heads, and Staff to ensure sustainable flow of business.

    • Execute prescribed activities that will develop sales and marketing capabilities of branches within the area such as Pocket Briefings, Synergy workshops, Bi-monthly branch visits, etc.

    • Communicate Bancassurance's initiatives, campaigns, and product related updates to all branches in the area in a timely manner.
  • Technical Know How

    • Ensure comprehensive product knowledge of AXA products and services.

    • Continuously develop sales management skills and capabilities through ongoing compliance to training and development and adherence to defined sales management process
  • Minimum Qualifications:

    • At least a Bachelor's/College degree in any field.

    • Preferably an Assistant Manager / Manager specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or its equivalent.

    • At least 3-5 years solid sales experience in Bancassurance, Insurance, or Financial Services.

    • Preferably with at least 3 years in a managerial capacity.

    • Willing and flexible to handle multiple branches
Your application will include the following questions:

What's your expected monthly basic salary?

How many years' experience do you have as an Area Manager?

Do you have experience in a role which requires relationship management experience?

How would you rate your English language skills?

How many years of sales management experience do you have?

Q2 is composed of highly experienced consultants with a vast network of professionals, executives & industry leaders. We believe that recruitment relies on building strong relationships – effectively treating clients and candidates as partners.

Solutions founded on Quality

With Quality as the main driver for our service, we are relentless in providing the best and most appropriate solutions for our clients. Our approach has been recognised globally by Investors in People (IIP) since 2006, and just recently Investors in People acclaimed us as the first and only company in the Philippines to achieve back-to-back We Invest in People Platinum– their highest standard of accreditation.

Q2 is composed of highly experienced consultants with a vast network of professionals, executives & industry leaders. We believe that recruitment relies on building strong relationships – effectively treating clients and candidates as partners.

Solutions founded on Quality

With Quality as the main driver for our service, we are relentless in providing the best and most appropriate solutions for our clients. Our approach has been recognised globally by Investors in People (IIP) since 2006, and just recently Investors in People acclaimed us as the first and only company in the Philippines to achieve back-to-back We Invest in People Platinum– their highest standard of accreditation.

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