BPI AIA Direct Sales Representative (on-site)

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:

• College graduate qualification is required for this position
• Business level English proficiency is required for customer calls
• Has the flexibility to deal with clients face to face or virtually
• Willing to report in Makati Head Office
• A minimum of 6-12 months sales experience is required for this role
• Prior insurance or financial services industry experience is preferred but not required

Duties and Responsibilities:

1. Solicit new business, cross-sell and up-sell identified BPI AIA products to target customers assigned to the Virtual Sales team, which may include BPI bank customers, existing BPI AIA policyholders and BPI AIA prospective leads from Digital and Direct Marketing acquisition initiatives.
2. Partner with Virtual Sales Officer (VSO), for their cross-selling of life and health insurance. This includes but is not limited to: company and public caravans, and client calls.
3. Establish and maintain professional relationships with the VSO, as well as the employees of client companies, VSHS (Virtual Store, Head Sales) and other branch staff they will be working with or assigned to for the purposes of generating bancassurance leads and bancassurance business. Their span of professionalism should expand to the entire BPI AIA team, as well as to AIA PH and BPI.
4. Promote and maintain the reputation of BPI AIA as well as both BPI and AIA PH.
5. Perform customer service and business conservation activities for their respective leads.
6. Act as a liaison between the customer and our back office for policy servicing and claims.
7. Submit required reports on time.
8. Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business.
9. Report and meet weekly with Virtual Sales Team Leader for production updates and marketing campaigns and other related matters.
10. Perform other tasks as may be required by immediate superior for the purposes of company business.