Bancassurance Sales Executive Job at in Cagayan de Oro City

2 weeks ago

Cagayan de Oro, Northern Mindanao, Philippines BPI AIA Life Assurance Corporation Full time

Job Description

BPI AIA Life Assurance Corporation (BPI AIA) is a strategic alliance between two leading financial companies in the Philippines: AIA Philippines Life and General Insurance Company, Inc. (AIA Philippines) and Bank of the Philippine Islands (BPI). As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

We at BPI AIA understand that the Filipinos' needs continue to evolve as they go through the different life stages and they want to be able to easily access solutions that help them live healthier, longer and better lives.

To help every Filipino family achieve financial security as we provide solutions to help customers live healthier, longer, and better lives.

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

Qualifications:

  • Bachelor's Degree in any course
  • Sales or Customer service experience is preferred, at least 1 year
  • Excellent interpersonal and communication skills (oral and written)

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