Agency Banking Sales Executive

AIA Group

Not specified
Promote life and health insurance products
Generate leads and referrals
Build professional partner relationships
AIA Group is seeking an Agency Banking Sales Executive to promote financial solutions to customers and drive sales through partnership with Agency Banking merchants. The role emphasizes relationship-building and requires a proactive approach to meet sales targets while contributing to the company’s mission of promoting healthier lives

Job Summary

  • The Agency Banking Bancassurance Sales Executive 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.
  • Build and maintain professional relationships with partners and employees of Partner Merchants to generate agency banking leads and business.
  • Perform customer service and business conservation activities, liaise between customers and back office for policy servicing and claims, and provide field intelligence on products and competitors.

Matching Summary

Match Score: 85

AIA Group is seeking an Agency Banking Sales Executive to promote financial solutions to customers and drive sales through partnership with Agency Banking merchants. The role emphasizes relationship-building and requires a proactive approach to meet sales targets while contributing to the company’s mission of promoting healthier lives.

Skills & Requirements

Must-have

  • Promote life and health insurance products
  • Generate leads and referrals
  • Build professional partner relationships
  • Perform joint callouts to leads
  • Submit timely reports

Nice-to-have

  • Provide field intelligence on competitors
  • Liaise between customers and back office
  • Support marketing campaigns
  • Customer service and business conservation

Key Requirements

  • Ability to meet individual and company targets
  • Experience in sales and customer service
  • Timely submission of reports

Work Rights

Not specified

Tailored Resume

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