BPI AIA Bancassurance Sales Executive - Gapan, Nueva Ecija

BPI AIA Life Assurance Corporation represents a powerful strategic alliance between two leading financial institutions in the Philippines: AIA Philippines Life and General Insurance Company, Inc. and Bank of the Philippine Islands (BPI). This partnership combines decades of insur ...

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BPI AIA Life Assurance Corporation represents a powerful strategic alliance between two leading financial institutions in the Philippines: AIA Philippines Life and General Insurance Company, Inc. and Bank of the Philippine Islands (BPI). This partnership combines decades of insurance expertise with comprehensive banking services to deliver innovative, accessible, and personalized financial solutions that help Filipino families achieve long-term financial security.

Role Overview

We are seeking a dynamic Senior Sales Executive to join our growing team and play a pivotal role in expanding our market presence. As we continue to evolve and adapt to the changing needs of Filipino families, we need passionate professionals who share our commitment to providing solutions that help customers live healthier, longer, and better lives.

Key Responsibilities

Business Development and Sales

·       Drive new business acquisition through proactive prospecting and relationship building

·       Cross-sell and up-sell BPI AIA's comprehensive product portfolio to both new and existing customers

·       Achieve and exceed monthly, quarterly, and annual sales targets

·       Identify market opportunities and develop strategic approaches to capture new business segments

Relationship Management

·       Build and maintain strong, long-term relationships with bank officers and branch staff

·       Serve as primary liaison between customers and back-office operations for policy servicing and claims

·       Provide exceptional customer service throughout the entire sales process and beyond

·       Conduct regular follow-ups to ensure customer satisfaction and identify additional opportunities

Market Intelligence & Reporting

·       Stay informed about industry trends, competitor activities, and market developments

·       Provide valuable market intelligence on products, marketing campaigns, and competitive positioning

·       Submit accurate and timely reports as required by management

·       Participate in regular meetings with Bancassurance Area Managers and Relationship Managers

Professional Development

·       Actively participate in training programs, product updates, and professional development opportunities

·       Stay current on all BPI AIA products, features, and benefits

·       Maintain required licenses and certifications

·       Perform additional duties as assigned to support business objectives

What We're Looking For

Education & Experience

·       Bachelor's degree in any field

·       Minimum 2 years of proven sales experience, preferably in financial services or insurance

·       Strong track record of meeting or exceeding sales targets

Skills & Competencies

·       Excellent interpersonal and communication skills (both oral and written)

·       Natural relationship builder with strong networking abilities

·       Results-oriented mindset with entrepreneurial drive

·       Ability to work independently while collaborating effectively with teams

·       Strong presentation and negotiation skills

·       Proficiency in digital tools and CRM systems

What We Offer

Competitive Compensation & Benefits

·       Attractive base salary with performance-based incentives

·       Comprehensive health and wellness benefits

·       HMO coverage for employees and dependents

·       Paid professional training and development programs

Work-Life Balance

·       Monday to Friday schedule (Dayshift)

·       Observance of Philippine holidays

·       Company-provided tools including iPad and phone

·       Supportive team environment focused on your success

Career Growth

·       Clear advancement opportunities within a growing organization

·       Continuous learning and development programs

·       Mentorship from experienced industry professionals

·       Opportunity to make a meaningful impact on Filipino families' financial well-being

Ready to Make a Difference?

Join BPI AIA Life Assurance Corporation and be part of a team that's transforming how Filipino families approach financial security. If you're passionate about sales, relationship building, and helping others achieve their financial goals, we want to hear from you.