Key Facts

Remote From:

Full time

English

Hard Skills

Insurance Products Financial Sales Mortgage Loan Closing Cross-Selling Brand Management Event Marketing Business Communication Prospect Management Lead Generation Customer Retention Policy Enforcement Market Analysis Lead Generation Virtual Sales Quota Achievement

Other Skills

•
Professionalism
•
Communication
•
Adaptability
•
Time Management
•
Teamwork
•
Customer Service
•
Detail Oriented
•
Punctuality
•
Relationship Building
•
Problem Solving

Roles & Responsibilities

Experience in closing sales of insurance policies and meeting individual and team quotas, with ability to solicit new business and cross-sell/up-sell products
Proven ability to work with bancassurance partnerships and manage relationships with bank partners (e.g., BPI) and customers
Strong interpersonal skills to build and maintain relationships with clients, VSO, VSHS, and branch staff to generate leads and business
Excellent communication and reporting skills, including timely submission of required reports and providing field intelligence on products, campaigns, competitors

Requirements:

Close sales of various types of insurance policies to meet quotas; solicit new business and cross-sell/up-sell identified BPI AIA products to assigned customers (including BPI bank customers, existing policyholders, and digital leads)
Partner with Virtual Sales Officer to cross-sell life and health insurance and engage in bancassurance activities such as company caravans and client calls
Establish and maintain professional relationships with the VSO, client company staff, VSHS, and branch personnel to generate bancassurance leads and business; liaise with back office for policy servicing and claims
Submit required reports on time; provide field intelligence on products, marketing campaigns, competitors, and the bank partner; report and meet weekly with the Virtual Sales Team Leader and perform other tasks as required

AIA

Insurance

About AIA

The roots of today’s AIA Group can be traced to 1919 when entrepreneur Cornelius Vander Starr established his first insurance business in Shanghai, China. What followed was pioneering growth, securing AIA’s position as the largest independent publicly listed pan-Asian life insurance group — spanning 18 markets and serving the holders of more than 41 million individual policies and 17 million group scheme members. AIA is based in Hong Kong and is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299” for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol “AAGIY”. AIA’s contributions have supported social and economic progress across Asia, while also advancing the reach and impact of life insurance across the region. We also take pride in the long-term relationships we have developed with our customers and agents that in many cases have continued for generations. The insurance industry plays an important role in addressing the sustainability challenges our communities face. With this in mind, AIA’s ambition is to be a global industry leader in Environmental, Social, Governance (ESG), shaping a sustainable future for the communities we serve and creating long-term value for our stakeholders. For more than a century, AIA has strived to make a significant, positive impact for our customers and communities across Asia. As we look to the future, this commitment is reinforced by our Purpose: to help millions of people live Healthier, Longer, Better Lives. Our Purpose guides the decisions we make and the actions we take as an organization — empowering and enabling people to understand and manage their health, while meeting their long-term savings and protection needs. Helping create a healthier Asia is one of the most important and valuable things we can do for our communities, today and tomorrow.

Company type: XLarge

Industry: Insurance

Founded: 2018

Company size: 10001

Website LinkedIn See all jobs →

Job description

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

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

Solicit new business, cross-sell and up-sell identified BPI AIA products to target customers assigned to the Virtual Sales team, which may include BPI bank customers, existing BPI AIA policyholders and BPI AIA prospective leads from Digital and Direct Marketing acquisition initiatives.
Partner with Virtual Sales Officer (VSO), for their cross-selling of life and health insurance. This includes but is not limited to: company and public caravans, and client calls.
Establish and maintain professional relationships with the VSO, as well as the employees of client companies, VSHS (Virtual Store, Head Sales) 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 BPI AIA team, as well as to AIA PH and BPI.
Promote and maintain the reputation of BPI AIA as well as both BPI and AIA PH.
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 Virtual Sales Team Leader 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.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Ready to apply?

APPLY

Share ·