Direct Sales Bancassurance

AboutBPI-AIA Life Assurance Corp

BPI AIA Life Assurance Corporation (BPI AIA) is a strategic alliance between two leading financial companies in the Philippines : AIA Philippines Life and General Insurance Company, Inc. (AIA Philippines) and Bank of the Philippine Islands (BPI). As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

Your role

The Direct Sales Bancassurance Sales Executive (DS-BSE) is responsible for offering product solutions on the financial needs of BPI and non-BPI customers from BPI Direct Sales Acquisition activities to ensure the achievement of individual and company targets and KPIs.

• Partner with Field Sales Officers, Field Sales Associates, and OF Sales Associates at their fieldwork 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, FBSEs are to perform joint call-outs with their partner FSOs, FSAs, and OFSAs to uncontacted leads and other lead sources the company may assign.
• 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 products to the bank’s customer base.
• Establish and maintain professional relationships with the FSOs, FBSEs, FBTL, as well as the employees of client companies, ABDs, and other branch staff they will be working with or assigned to for the purposes of generating bancassurance leads and bancassurance 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 the bancassurance business.
• Report and meet weekly with the Direct Sales Bancassurance Area Manager 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.

Training & development

Let the organization help you achieve your career to its maximum potential. They have a wide array of training programs and activities designed along the Bank’s business objectives, aimed at honing the skills and capabilities of their employees in carrying out their daily duties, as well as preparing them to assume higher responsibilities as the next leaders of the organization. The program includes :

Range from the new employee orientation and values orientation workshops for new hires.

Officers training programs, which initiate new officers into their leadership roles.

Sales officers training programs.

Advanced leadership programs for officers.

Courses on financial advisory.

And programs designed to help employees comply with regulatory requirements, among others.

Benefits

The company offers a Total Reward program including growth opportunities and a comprehensive package of pay and benefits which aims to give employees the choice andflexibility to meet their individual needs. Some of the benefits include :

Mondays to Fridays (Dayshift)

Observes Philippine Holidays

Offers competitive benefits and incentives

HMO for employees and dependents

Paid Training

Career progression

AIA Philippines embraces holistic employee development, recognizing the individual's potential to make a difference. Empowered to excel uniquely, employees access growth through relevant training and experiences, ensuring a prosperous and fulfilling future within the organization.

Work-life balance

Indulge in a flexible work environment promoting a holistic life. AIA Philippines prioritizes well-being through the WorkWell with AIA Program, incorporating AIA Vitality for a healthier, fuller life. Enjoy collaborative wellness initiatives for a life that's Healthier, Longer, and Better.

Company culture

In the realm of BPI-AIA, their culture pulsates with energy and determination—an unwavering commitment to not just perform but to excel. Famed for their agility, age diversity fades as the vibrant spirit propels their collective success.

How to apply

To apply for this role, please click the "Apply on employer site" button on this page.

Source / s :

aia.com.ph

bpi-aia.com.ph

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