Bring your career aspirations to life with AIA!

(1) To offer product solutions based on the financial needs of their clients to ensure that individual and Company targets and KPIs are met and exceeded; and,
(2) Develop a good relationship with their assigned BPI Private Banking Relationship Manager/s (PB RM) to ensure continuous source of leads

Roles and Responsibilities:

• Promote and maintain the reputation of both BPI and Philam Life.
• Deliver committed sales targets and service levels.
• Ensure that there is lead generation activity (client portfolio review and planning with the PB RM, face to face with client, etc.) based on Company standards with his/her assigned Private Banking Relationship Manager.
• Solicit new business, cross-sell and up-sell identified BPI-Philam products to the Private Banking Unit’s customer base.
• Establish, maintain and grow relationships with the Private Banking RM they are assigned to through regular meetings and other means for the purposes of generating bancassurance leads and bancassurance business.
• Act as a liaison between the customer and our back office for policy servicing, claims or other customer concerns.
• Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business

Qualifications:

• At least 3-5 years of proven sales experience with 1-2 years are in a supervisory or managerial capacity
• Must be fluent in Chinese (Spoken and Written)
• With pleasing personality
• Excellent interpersonal and communication skills (oral and written)
• Excellent relationship management skills
• Excellent strategic planning and execution skills

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.