Position Objective:
This position is responsible for offering product solutions to the financial needs of BPI customers.
Duties and Responsibilities
To ensure continuity of sales activities in the branch without much guidance or supervisionPromote and maintain the reputation of BPI-Philam as well as both BPI and Philam life.Solicit new business, cross-sell and up-sell identified BPI-AIA products to bank's customer base.Establish and maintain professional relationships with BSE's, MBTL and as well as the bank officers and in the branch/es they are assigned to.Perform customer service and business conversation activities when assigned to branch.Act as a liaison between the customer and our back office for policy servicing and claims.Submit requirements on time.Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business.Report and meet weekly with Mobile BSE Team Leader for production update and marketing campaigns and other related mattersPerform other tasks may be required by immediate superior.QUALIFICATIONS:
Bachelors Degree in any course (fresh graduates are welcome)No sales experience necessaryExcellent interpersonal and communication skills (oral and written)Computer SavvyWilling to be assigned to multiple branches as neededCompany Overview
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.