Business Development Executive

5 days ago

Bacolod City, Western Visayas, Philippines beBeeInsurance Full time ₱5,000,000 - ₱8,500,000
Job Overview:

We are seeking a dynamic and results-driven Financial Sales Professional to join our team.

  • The ideal candidate will possess exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
Key Responsibilities:

The Financial Sales Associate plays a crucial role in providing life insurance solutions to bank clients. This individual will work closely with branch sales and service teams, requiring a dynamic and independent mindset.

  1. Provide life insurance and wealth management solutions to clients through tailored advice and product recommendations.
  2. Work collaboratively with branch sales and service teams to offer innovative product solutions addressing clients' protection, long-term savings, and investment needs.
  3. Strengthen long-term relationships with clients through exceptional customer service and regular communication.
  4. Assist the Business Center in achieving sales goals and targets, including lead generation, conversion, account acquisition, maintenance, repeat business, deepening, and cross-selling of products.
  5. Prepare monthly sales call plans and daily sales reports to ensure key information is properly recorded, reviewed, and acted upon.
  6. Generate new account relationships, deepen and broaden existing ones, and perform account handling and maintenance tasks to enhance account profitability and expand business.
  7. Maintain cordial working relations with clients by ensuring timely and expeditious handling of their financial needs.
  8. Prepare and ensure availability of documentary requirements.
  9. Conduct market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager.
  10. Promote referrals of products and services to existing and prospective clients.
  11. Conduct proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client risk profile.
  12. Ensure daily email communications are checked and attended to.
  13. Attend meetings, trainings, conferences, and related learning activities as required by immediate head and/or management.
  14. Comply with all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.
  15. Ensure 100% completion of compliance trainings mandated by the company within deadline provided.
  16. Conduct policy reviews to provide quality customer experience through updates and financial advice to clients, enabling upselling, reselling, cross-selling, and/or generating leads.
  17. Facilitate collection via alternate deposit accounts, over-the-counter or cheque payments.
  18. Conduct regular leads planning with Branch Manager to generate quality sales leads.
Requirements:

To be successful in this role, you must have:

  • Bachelor's degree in Finance, Economics, Marketing, or related field.
  • Minimum 2 years of experience in sales or a related field.
  • Proven track record of meeting or exceeding sales targets.
  • Strong understanding of life insurance and wealth management products.
  • Excellent communication, negotiation, and interpersonal skills.
  • Able to work independently and as part of a team.
  • Proficient in MS Office Suite, particularly Excel.
What We Offer:

As a member of our team, you can expect:

  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • Opportunities for career advancement.
  • Collaborative and dynamic work environment.

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