FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About the Role
The Private Banking Insurance Specialist (PBIS) is responsible for offering product solutions on financial needs of BPI customers to ensure achievement of individual and company targets and KPIs.- Promote and maintain the reputation of both BPI and AIA PH
- Solicit new business, cross-sell and up-sell identified BPI-AIA products to the bank’s customer base
- Establish, maintain and grow relationships with the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business
- Establish, maintain and grow relationships with prospective and existing clientele; Perform customer service and business conservation activities
- Act as a liaison between the customer and our back office for policy servicing and claims
- Submit required reports on time
- Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business
- Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates and marketing campaigns and other related matters.
- Perform other tasks as may be required by immediate superior for the purposes of bancassurance 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.
