Direct Sales Bancassurance Sales Executive(PAID TRAINING+BASIC PAY+ALLOWANCES+COMMISSION) - TAGUIG

Position Objective:

The Direct Sales Bancassurance Sales Executive (DS-BSE) is responsible for offering product solutions on financial needs of BPI and non-BPI customers from BPI Direct Sales Acquisition activities to ensure achievement of individual and company targets and KPIs.

Roles and Responsibilities

Partner with Field Sales Officers, Field Sales Associates, OF Sales Associates at their field work for their cross-selling of life and health insurance. This includes but is not limited to: company and public caravans, and client calls.While not deployed on the field, FBSEs are to perform joint call-outs with their partner FSOs, FSAs, OFSAs to uncontacted leads and other lead sources the company may assign.Promote 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-Philam products to the bank’s customer base.Establish and maintain professional relationships with the FSOs, FBSEs, FBTL, as well as the employees of client companies, ABDs, 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 BPLAC team, as well as to PAL and BPI.Perform customer service and business conservation activities for their respective leads.Act as a liaison between the customer and our back office for policy servicing and claims.Submit required reports on time.Provide field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business.Report and meet weekly with Direct Sales Bancassurance Area Manager for production updates and marketing campaigns and other related matters.Perform other tasks as may be required by immediate superior for the purposes of company business.

Minimum Job Requirements:

Bachelor’s Degree in any courseSales experience necessary, at least 1 yrExcellent interpersonal and communication skills (oral and written)Computer savvyFRESH GRADUATES ARE WELCOME TO APPLY

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.