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) is responsible for offering 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 KPIs.- Partner with Agency Banking Sales Officers, Agency Banking Sales Associates at their field work for their cross-selling of life and health insurance. This includes but is not limited to: company and public caravans, and client calls.
- While not deployed on the field, ABBSEs are to perform joint callouts with their partner Agency Banking SOs, SAs to uncontacted leads and other lead sources the company may assign.
- Actively promote BPI AIA products with assigned Partner Merchants to collect leads and referrals.
- Promote and maintain the reputation of BPI AIA as well as both BPI and AIA PH.
- Solicit new business, cross-sell and up-sell identified BPI-AIA’s products from the Partner Merchants customer base.
- Establish and maintain professional relationships with the Agency Banking SOs, SAs, as well as to the employees of Partner Merchants they will be working with or assigned to for the purposes of generating agency banking leads and agency banking business. Their span of professionalism should expand to the entire BPI AIA team, as well as to AIA PH and BPI.
- Perform customer service and business conservation activities for their respective leads.
- Act as a liaison between the customer and our back office for policy servicing and claims.
- Submit required reports on time.
- Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect 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 superior for the purposes of company 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.
