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About the Role

The Bancassurance Sales Executive strives to offer product solutions on financial needs of our BPI customers to ensure achievement of individual and company targets and critical metrics.

Promote and maintain the reputation of BPI AIA and its affiliates.

Solicit new business, cross-sell and up-sell identified products of BPI AIA and its affiliates to the bank’s customer base.

Establish, maintain and grow our relationship with the bank officers and staff in the branch/es they are assigned to generate bancassurance leads and bancassurance business and prospective and existing clientele.

Liaise between our customer and our back office for policy servicing and claims.

Submit required reports in a timely manner.

Provide timely field intelligence on products, marketi...