Corporate Banking Sales Specialist

Job description
BPI AIA Life Assurance Corporation (BPI AIA) is a strategic alliance between two leading financial companies in the Philippines: AIA Philippines Life and General Insurance Company, Inc. (AIA Philippines) and Bank of the Philippine Islands (BPI). As a combined brand, Filipinos can trust BPI AIA to help achieve their dreams through solutions that are accessible, affordable, and personalized.

We at BPI AIA understand that the Filipinos’ needs continue to evolve as they go through the different life stages and they want to be able to easily access solutions that help them live healthier, longer and better lives.

Job Summary:

To help every Filipino family achieve financial security as we provide solutions to help customers live healthier, longer, and better lives.

Duties and Responsibilities:

Solicit new business leads / referrals from BPI Corporate / Business Banking Relationship Managers, Bancassurance Sales Executives and other channels that may be identified by the Company.
Present to and close new business account.
Offer benefits enhancements / additional benefits during renewal period.
Establish, maintain and cultivate relationship with the BPI Corporate / Business Banking Relationship Managers and other distribution channels identified by the Company
Establish, maintain and cultivate relationship with new and current client portfolio
Introduce and endorse the Account Management team to the client during plan installation
Prepare and submit sales reports