Bancassurance Manager

The
Bancassurance Manager
is responsible for overseeing and developing a team of Bancassurance Sales Executives (BSEs). This role ensures the achievement of sales targets, service standards, and key performance indicators (KPIs) within the assigned area.

Duties and Responsibilities

1. Safeguard and enhance the reputation of the bancassurance business in assigned branches.
2. Ensure each team member consistently meets agreed sales targets and service levels.
3. Implement activity management standards and provide BSEs with the necessary resources and support to perform effectively.
4. Strengthen collaboration with branch leadership and staff to drive referrals and sales results.
5. Build and sustain strong professional relationships with branch area heads and other key bank personnel through regular meetings and ongoing communication to achieve production goals.
6. Motivate, train, and coach BSEs while ensuring compliance with regulatory guidelines and ethical standards.
7. Identify and coordinate training needs for BSEs and bank branch employees, including communication support as required.
8. Prepare, consolidate, and analyze performance reports for management and partner stakeholders.
9. Actively participate in company-required meetings, training programs, and development activities.
10. Perform other related functions as assigned by immediate leadership to support overall business objectives.

Qualifications

• Bachelor's degree in any discipline.
• Minimum of 3–5 years of sales experience in the banking, insurance, or financial services industry, with at least 1–2 years in a supervisory or managerial role.
• Strong leadership, interpersonal, and communication skills.
• Excellent planning, organizational, and coaching abilities.
• Proficient in computer applications and reporting tools.

Location: Batangas Area

Setup: Full onsite