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 Corporate Solutions Bancassurance Sales Executive strives to generate new business and renewal growth premium for our Company from the sale of Group Insurance products including but not limited to Employee Benefits (EB) such as health and medical insurance packaged and customized plans, HMOs and Credit Line products through the Company’s established distribution channels. The CS BSE can also generate Individual Voluntary Solutions (IVS) sales thru worksite and financial literacy engagements with existing and prospective EB clients and other activities.- Solicit new business leads from Business Banking Group (Business Sales Officer) and Institutional Banking Group (Relationship Manager) and other assigned bank partners, who caters SMEs, Large/ Top Corporations and Multinationals, as an outcome of relationship building.
- Comply to sales process, KYC and onboarding mandatory requirements during product presentation and closing of new business account.
- Adhere to renewal process and due diligence when offering additional and/or improvement of benefits during renewal period. This includes cross sell and/ or upsell for a comprehensive benefit plan for the customer.
- Handle after sales of closed or assigned accounts including employee list adjustment throughout the policy year.
- Build, maintain, and improve relationship with the BPI Corporate/ Business Banking partners and other distribution channels identified by our organization, and with new and current client portfolio.
- Prepare and submit sales reports in a timely manner.
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
- Ability to generate new business and renewal premium from Group Insurance and Employee Benefits sales
- Experience selling Employee Benefits, health/medical insurance, HMOs, or credit line insurance products
- Ability to solicit and convert leads from Business Banking and Institutional Banking partners
- Knowledge of and compliance with sales process, KYC, and onboarding mandatory requirements
- Ability to manage renewals, perform cross-sell and upsell of benefits during renewal period
- After-sales account handling including employee list adjustments during the policy year
- Prepare and submit sales reports in a timely manner
- Provide accurate personal data as part of the application process
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.
