Bancassurance Sales Executive

AIA

Not specified (assumed to be hybrid based on the nature of the role).
Bancassurance product sales
Customer relationship management
Cross-selling and up-selling
AIA is seeking a Bancassurance Sales Executive to drive sales and foster relationships within BPI's customer base. The role involves promoting financial products, maintaining client relationships, and achieving sales targets while contributing to AIA's mission of enhancing community health and sustainability

Job Summary

  • 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.
  • 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.
  • Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

Matching Summary

Match Score: 85

AIA is seeking a Bancassurance Sales Executive to drive sales and foster relationships within BPI's customer base. The role involves promoting financial products, maintaining client relationships, and achieving sales targets while contributing to AIA's mission of enhancing community health and sustainability.

Skills & Requirements

Must-have

  • Bancassurance product sales
  • Customer relationship management
  • Cross-selling and up-selling
  • Policy servicing and claims liaison
  • Reporting and production updates

Nice-to-have

  • Collaboration with bank officers and staff
  • Providing field intelligence on competitors and marketing
  • Working with supportive leadership

Key Requirements

  • Accurate and up-to-date personal data submission
  • Timely report submission
  • Ability to meet individual and company targets

Work Rights

Not specified

Tailored Resume

Cover Letter