Position Objective:The Mobile Bancassurance Sales Executive is responsible for offering product solutions on financial needs of BPI customers to ensure achievement of individual and company targets and KPIs.
Roles and Responsibilities:
Relieve BSEs who are on short and long term leaves. This includes but is not limited to: sick, vacation, mandatory, prolonged, maternity, and paternity leaves.
Primary role of the MBSE assigned to a branch is to ensure continuity of sales activities in the branch without much guidance or supervision. While deployed, MBSEs are tasked to partake in any events being held in their branch of assignment.
While not deployed on the field, MBSEs are tasked to do call-outs to uncontacted leads and other lead sources the company may assign. They are also tasked to meet with clients whose policies were approved but not contacted through welcome call.
Promote and maintain the reputation of BPI-Philam as well as both BPI and Philam Life.
Solicit new business, cross-sell and up-sell identified BPI-Philam products to the bank’s customer base.
Establish and maintain professional relationships with BSEs, MBTL, as well as the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business. Their span of professionalism should expand to the entire BPLAC team, as well as to PAL and BPI.
Perform customer service and business conservation activities when assigned to a branch.
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 Mobile BSE 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.
Basic Qualifications:
Bachelor’s Degree in any course
No sales experience necessary
Excellent interpersonal and communication skills (oral and written)
Computer savvy
Willing to be assigned to multiple branches as the need arises