
Branch Sales Leader
2 weeks ago
As a Sales Officer/Leader (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing our branch office's efficient and effective operation. You will play a crucial role in managing the branch's day-to-day activities, ensuring customer satisfaction, and achieving business objectives. This role requires strong leadership, excellent communication skills, and a deep understanding of our organization's products, services, and goals.
Functions (Duties and Responsibilities):
1. Branch Operations Management:
- Supervise and manage all branch activities to ensure smooth operations.
- Develop and implement operational policies and procedures.
- Monitor and evaluate branch performance against established targets and take corrective actions when necessary.
- Ensure compliance with company policies, industry regulations, and legal requirements.
2. Team Leadership:
- Recruit, train, and develop a high-performing branch team.
- Provide guidance, coaching, and support to staff members.
- Foster a positive work environment that encourages teamwork, collaboration, and employee growth.
- Conduct regular performance evaluations and goal-setting for team members.
3. Customer Relationship Management:
- Build and maintain strong relationships with existing and potential intermediaries and customers.
- Address customer inquiries, complaints, and concerns in a timely and effective manner.
- Identify opportunities to enhance customer satisfaction and loyalty.
- Monitor customer feedback and implement improvements as needed.
4. Sales and Business Development:
- Develop and execute strategies to achieve branch sales targets and revenue goals in all sales channels (Bancassurance, Agency, Brokers, and Other Distribution Channels).
- Recruit productive agents.
- Identify market trends, customer needs, and competitive intelligence to drive business growth.
- Work closely with the sales team to identify new business opportunities and expand the customer base.
- Develop and maintain partnerships with key clients and stakeholders.
5. Financial Management:
- Prepare and manage the branch budget, ensuring cost-effectiveness and profitability.
- Monitor financial performance, analyze variances, and take corrective actions as necessary.
- Ensure accurate financial reporting and compliance with accounting standards.
6. Compliance & Documentation
- Identify and mitigate risks related to branch operations, compliance, and security.
- Implement and enforce security protocols and safety measures.
- Report incidents and maintain incident response procedures.
Qualifications
- Bachelor's degree in Business Administration, Management, or a related field (Master's degree preferred).
- Proven experience in a leadership role (at least 3-5 years of supervisory/managerial), preferably in branch management or a related field.
- Strong understanding of the industry, products, and services offered by the organization.
- Excellent leadership, communication, and interpersonal skills.
- Proficiency in financial analysis and budget management.
- Ability to make strategic decisions and drive results.
- Knowledge of relevant regulations and compliance requirements.
- Customer-focused mindset with a commitment to delivering exceptional service.
- Strong problem-solving and decision-making abilities.
- Computer literacy and familiarity with relevant software applications.
- Background or knowledgeable of non-life insurance.
- Highly organized with attention to detail.
- Ability to multitask, prioritize and deliver results on time under pressure.
- Flexibility to meet continuously changing priorities and challenges.
- Good written and verbal communication skills.
- Ability to work independently and as part of a team.
- Sales and Marketing, Customer and Personal Service, Administration and Management
- Advanced presentation skills, Above par computer skills (use of MS Offices, Information Management System tools).
- Advanced reading and understanding skills required to interpret technical and specialized manuals, and policies.
- People management skills; Decision-making skills; Above par communication skills; Excellent customer management skills; Sales management skills; Driving skills
Key Attributes
- Results-Oriented: Motivated to meet and exceed recruitment goals.
- Relationship Builder: Skilled at developing trust and maintaining rapport.
- Problem Solver: Proactive in identifying issues and implementing solutions.
- Collaborative: Works well within teams and across departments.
- Adaptable: Thrives in fast-paced and evolving environments
Benefits:
- Competitive Base Salary
- 14th Month Pay
- HMO with 2 Free Dependents
- Medical Allowance/Reimbursement
- Performance Bonus
- Christmas Cash Gift
- 15 SL and VL Leave Conversion
Job Type: Full-time
Pay: Php35,000.00 per month
Work Location: In person