Direct Sales Bancassurance Sales Executive

3 days ago

Makati, Philippines AIA Hong Kong Full time

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

The Direct Sales Bancassurance Sales Executive (DS-BSE) strives to offer product solutions on financial needs of BPI and non-BPI customers from BPI Direct Sales Acquisition activities to ensure achievement of individual and company targets and critical metrics.
  • Promote and maintain the reputation of BPI AIA and its affiliates.
  • Solicit new business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank’s customer base.
  • Establish, maintain, and grow our relationship with partners, employees of client companies, bank officers, and staff they will be working with or assigned to generate bancassurance leads and bancassurance business. The span of integrity should expand to the entire BPI AIA team, as well as to AIA PH and BPI.
  • Liaise between our customer and our back office for policy servicing and claims.
  • Submit required reports in a timely manner.
  • Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our bancassurance business.
  • Report and meet weekly with DS Bancassurance Area Manager for production updates and marketing campaigns and other related matters.
  • Perform other tasks as may be required by immediate supervisor for the purposes of our business.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

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