BPI AIA Sales Executive- Iloilo Area

As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

We at BPI AIA understand that the Filipinos' needs continue to evolve as they go through the different life stages and they want to be able to easily access solutions that help them live healthier, longer and better lives.

Job Summary:

To help every Filipino family achieve financial security as we provide solutions to help customers live healthier, longer, and better lives.

Requirements:

• Must be a graduate of any 4-year course
• With at least 1-2 years of corporates sales experience
• Willing to do fieldwork

Duties and Responsibilities:

1. Solicit new business leads from Business Banking Group (Business Sales Officer), who caters to small to medium companies, as an outcome of relationship building.
2. Comply to sales process, KYC and onboarding mandatory requirements during product presentation and closing of new business account.
3. Adhere to renewal process and due diligence when offering additional and/or improvement of benefits during renewal period.
4. Handle after sales of closed or assigned accounts including employee list adjustment throughout the policy year.
5. 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.
6. Prepare and submit sales reports in a timely manner.