Bancassurance Sales Executive

Bancassurance Sales Executive jobs in Angeles

Posted 1 day ago

Solar Sales Executive

The Sales Executive (Solar) is responsible for generating leads, promoting solar products and solutions, and closing sales to achieve business growth. This role requires a deep understanding of solar technology, energy savings, and customer needs to effectively present and sell renewable energy solutions.

Responsibilities

• Identify and pursue new business opportunities in residential, commercial, and industrial solar markets.
• Conduct site visits, feasibility assessments, and initial consultations with potential clients.
• Present and explain solar solutions, system designs, and financial benefits (ROI, savings, net metering, etc.) to customers.
• Develop and maintain strong client relationships to ensure repeat business and referrals.
• Negotiate contracts, prepare proposals, and close sales deals.
• Work with the technical team to ensure accurate quotations and installation planning.
• Stay updated on industry trends, competitor offerings, government incentives, and regulatory requirements.
• Meet or exceed monthly/quarterly sales targets and KPIs.
• Attend trade shows, exhibitions, and marketing campaigns to promote solar products.
• Provide post-sales support and customer service to ensure satisfaction and long-term trust.

Qualifications & Skills

• Bachelor's degree in Business, Marketing, Engineering, or related field (preferred).
• Proven track record in sales (experience in solar, renewable energy, or construction is a strong advantage).
• Strong knowledge of solar energy systems, net metering, and financing options.
• Excellent communication, negotiation, and presentation skills.
• Customer-focused with the ability to build trust and long-term relationships.
• Self-motivated, target-driven, and able to work independently or as part of a team.
• Proficiency in MS Office and CRM tools.
• Willingness to travel for client meetings and site inspections.

Performance Indicators (KPIs)

• Number of solar systems sold and installed.
• Monthly/quarterly revenue generated.
• Client acquisition and retention rates.
• Accuracy and timeliness of proposals and reports.
• Customer satisfaction and referrals.

Job Type: Full-time

Posted today

Other Bancassurance & Banking Roles in Angeles

Job Description: Bancassurance roles focusing onSales growth through partnerships with banks and dealers, including field and office tasks, with travel and training requirements.

General Responsibilities

• Achieve sales growth and targets through implementation of sales strategies and management of loan partners and dealers.
• Engage with customers, build relationships, and promote bancassurance products.
• Collaborate with bank officers and staff to generate bancassurance leads and business.
• Liaise between customers and back office for policy servicing and claims.
• Submit required reports timely and provide market intelligence.
• Coordinate with Bancassurance Area Manager and Branch Managers for updates and campaigns.

Qualifications

• Bachelor’s Degree in any field.
• Excellent interpersonal and communication skills.
• 2-year sales experience.
• Willing to work in field and train in Ortigas, Pasig for three weeks (free accommodation, transportation reimbursable, meal allowance).

Benefits

• Company events
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Posted 1 day ago

BPI AIA Life Assurance (BPI AIA) Bancassurance

BPI AIA Life Assurance Corporation is a strategic alliance between AIA Philippines Life and General Insurance and the Bank of the Philippine Islands. Our purpose is to help Filipinos achieve financial security through accessible, affordable, and personalized solutions.

Job Summary

To help every Filipino family achieve financial security by providing solutions that help customers live healthier, longer, and better lives.

Duties and Responsibilities

• Promote and maintain the reputation of BPI AIA and its affiliates.
• Solicit new business, cross-sell and up-sell identified products to the bank's customer base.
• Establish, maintain and grow relationships with bank officers and staff to generate bancassurance leads and business.
• Liaise between customers and back office for policy servicing and claims.
• Submit required reports timely.
• Provide timely field intelligence on products, campaigns, competitors, and partner banks.
• Report and meet weekly with Bancassurance Area Manager, Branch Manager, and Relationship Managers.
• Perform other tasks as required by supervisor.

Qualifications

• Bachelor's Degree in any course.
• Excellent interpersonal and communication skills.
• 2-year sales experience.
• Mondays to Fridays (Dayshift); observes Philippine holidays.
• HMO for employee and dependents; paid training; tools provided (iPad, company phone).

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