Agency Banking Sales Executive

3 days ago

Philippines AIA Group Full time ₱30,000 - ₱60,000 per year

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 Agency Banking Bancassurance Sales Executive (ABBSE) strives to offer product solutions on financial needs of BPI and non-BPI customers from Agency Banking Partner Merchants customers to ensure achievement of individual and company targets and critical metrics.
  • Perform joint callouts with partner Agency Banking Sales Officers, Sales Associates to un-contacted leads and other lead sources the company may assign.
  • Promote products of BPI AIA and its affiliates with assigned Partner Merchants to collect leads and referrals.
  • 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 including life and health insurance from our Partner Merchants' customer base.
  • Build and maintain professional relationships with their partners and employees of Partner Merchants to generate agency banking leads and business.
  • Perform customer service and business conservation activities for our respective leads.
  • Liaise between our customer and our back office for policy servicing and claims.
  • Submit required reports in a timely manner.
  • Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our agency banking business.
  • Report and meet weekly with Agency Banking Activation Head 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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