Bancassurance Sales Executive

Reposted 4 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote
Entry level
Insurance • Financial Services
The Role
The Bancassurance Sales Executive promotes financial products, establishes client relationships, submits reports, and collaborates with managers to achieve sales targets.
Summary Generated by Built In

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 Bancassurance Sales Executive strives to offer product solutions on financial needs of our BPI customers to ensure achievement of individual and company targets and critical metrics.

  • 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 to the bank’s customer base.
  • Establish, maintain and grow our relationship with the bank officers and staff in the branch/es they are assigned to generate bancassurance leads and bancassurance business and prospective and existing clientele.
  • Liaise between our customer and our back office for policy servicing and claims.
  • Submit required reports in a timely manner.
  • Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect our bancassurance business.
  • Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates, 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.

Skills Required

  • Strong communication and interpersonal skills
  • Proven ability to achieve sales targets
  • Understanding of financial products and services
  • Ability to build relationships with bank staff
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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