Job Description
POSITION OBJECTIVE:
This position is responsible for offering product solutions on financial needs of BPI customers.
ROLES AND RESPONSIBILITIES:
Cross-sell and upsell BPI-Philam products to BPI customers.
Establish, maintain and grow good relations with bank partners in the branch, and prospective and existing clients of BPI.
Provide excellent customer service and aftersales service to clients of BPI
Prepare, submit, and analyze sales reports on a regular basis.
Attend weekly meetings with bank parts and Bancassurance Area Managers for production updates and marketing campaigns.
QUALIFICATIONS:
Bachelor's Degree holder
With at least 1 year of work experience, sales and customer service experience is a plus.
Should have good communication and interaction skills.
Can establish and build good working relationship with colleagues and customers.
BPI-PHILAM LIFE ASSURANCE CORP. is a strategic alliance between two financial giants in the company– The Philippine American Life and General Insurance Company (Philam Life), the premier life insurance company in the Philippines for over 60 years, and Bank of the Philippine Islands (BPI), the leading commercial bank in the country with over 160 years of experience in the local banking industry. In our 10 years of existence, we have rapidly grown to be the 3rd best life insurer in the insurance industry. With an extensive network of clients from BPI and more than 60 years of sales and insurance expertise from Philam Life, BPI-PHILAM clients and employees are sure to experience rapid growth both professionally and financially. Growth doesn’t stop there. With AIA, the 2nd largest life insurer in the world, as our parent company, you are exposed to opportunities in over 18 markets across the globe! You can train abroad, gain regional expertise, and go beyond borders in attaining your goals.