Deskripsi Pekerjaan
Are you a driven professional passionate about helping others achieve financial security? BPI AIA Life Assurance Corporation is seeking a dynamic Bancassurance Sales Executive to join our high-performing team in Taguig City. In this role, you will act as a bridge between BPI’s banking services and our life insurance solutions, helping Filipino families live healthier, longer, and better lives.
As a Bancassurance Sales Executive, you will be at the forefront of financial wellness, engaging with bank clients to assess their needs and provide tailored protection plans. We are looking for individuals who thrive in a fast-paced environment, possess excellent communication skills, and are genuinely committed to client success.
Joining BPI AIA means being part of a legacy of excellence and trust. We provide our team members with the tools, training, and support necessary to succeed in their careers while making a meaningful impact on the community.
Tanggung Jawab
- Proactively approach and engage bank clients to offer financial protection solutions.
- Conduct professional financial needs analysis to recommend appropriate insurance products.
- Achieve and exceed individual and team sales targets on a monthly basis.
- Build and maintain strong, long-lasting relationships with bank partners and branch personnel.
- Provide excellent customer service to ensure policy retention and client satisfaction.
- Keep updated with product knowledge, market trends, and competitive landscape.
- Prepare accurate sales reports and documentation in compliance with company standards.
Kualifikasi
- Bachelor’s degree in Business, Marketing, Finance, or any related field.
- At least 1 year of experience in sales, banking, or customer-facing roles.
- Excellent verbal and written communication skills in English and Filipino.
- Strong interpersonal skills with the ability to influence and persuade.
- Highly motivated, goal-oriented, and capable of working under pressure.
- Ability to maintain a professional image and provide consultative service to diverse clients.
- Experience in the insurance industry or bancassurance is a distinct advantage.