Agency Banking Sales Executive

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

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 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 our identified BPI AIA’s products 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 on time.
• 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.