private banking Insurance specialistAIA Group

Job Description
FIND YOUR BETTER AT AIA
If you believe in better, we'd love to hear from you.
About the Role
Responsible for closing sales of various types of insurance policies in order to meet individual / team quotas and company business objectives
Promote and maintain the reputation of both BPI and AIA PH
Solicit new business, cross-sell and up-sell identified BPI AIA products to the bank's customer base
Establish, maintain and grow relationships with the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business
Establish, maintain and grow relationships with prospective and existing clientele Perform customer service and business conservation activities
Act as a liaison between the customer and our back office for policy servicing and claims
Ensure alignment to Bancassurance Area Manager, Branch Manager/s and Relationship Manager/s for production updates, strategies marketing campaigns and other related matters.
Perform other tasks as may be required by immediate superior for the purposes of bancassurance business