.Solicit new business leads/ referrals from BPI Corporate/ Business Banking Relationship Managers, Bancassurance Sales Executives and other channels that may be identified by the Company
2.Present to and close new business account.
3.Offer benefits enhancements/ additional benefits during renewal period.
4.Establish, maintain and cultivate relationship with the BPI Corporate/ Business Banking Relationship Managers and other distribution channels identified by the Company
5.Establish, maintain and cultivate relationship with new and current client portfolio
6.Introduce and endorse the Account Management team to the client during
plan installation
7. Prepare and submit sales reports.
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.