Life Insurance Specialist

2 weeks ago

Manila, National Capital Region, Philippines beBeeInsurance Full time ₱3,000,000 - ₱5,000,000

The Financial Sales Associate is responsible for providing life insurance solutions to bank clients. This role involves working in coordination with branch sales and service teams, thus we are looking for a dynamic individual with an independent mindset and the drive to succeed.

Position Responsibilities:

  • The successful candidate will be responsible for providing life insurance and wealth management solutions to our valued clients.
  • They will work closely with branch sales and service teams to provide innovative product solutions that address client protection, long-term savings, and investment needs.
  • Strengthening long-term relationships with clients through exceptional customer service is a key aspect of this role.
  • Assists the Business Center in achieving sales goals and targets, including lead generation, conversion, account acquisition, maintenance, repeat business, deepening, and cross-selling of MCBL products.
  • Prepares monthly sales call plans and daily sales call reports to ensure action plans, sales call results, client data, and other key information are properly recorded, reviewed, and acted upon. Regularly reviews and adjusts plans with the Area and Branch Manager.
  • Conducts client calls, sales presentations, and other sales activities as required. Prepares other reports needed by Management.
  • Generates new account relationships, deepens and broadens existing ones, and performs account handling and maintenance tasks to improve account profitability and expand business.
  • Maintains cordial working relations with clients by ensuring timely and expeditious handling of their financial needs and requirements.
  • Ensures documentary requirements are prepared and available as necessary.
  • Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
  • Promotes referrals of MCBL products and services to existing and prospective clients.
  • Ensures proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD)/Enhanced Due Diligence (EDD) are followed, depending on the client's risk profile.
  • Daily email communications are checked and attended to.
  • Attends meetings, trainings, conferences, and related learning activities as required by immediate head and/or Management.
  • Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadlines provided.
  • Completes 100% compliance training mandated by the company within deadline provided. Strict adherence to all customer protection, privacy, data handling, and other compliance, policy, and regulatory requirements of the company.
  • Reviews policies to provide quality customer experience through updates and financial advice to clients, enabling upselling, reselling, cross-selling, and lead generation. Policy reviews and after-sales service are critical job deliverables and customer requirements that lead to more business from clients, referrals from engaged clients, and referrals from Bank's Branch Managers and staff.
  • Provides post-sales service to all clients and real-time escalation of complaints to concerned units.
  • Facilitates collection via ADA, over-the-counter, or cheque payments.
  • Plans leads with BM to generate quality sales leads.
  • Other relevant tasks may be assigned from time to time.

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