job description
Join BPI AIA Life Assurance Corporation as a Sales Executive and play a pivotal role in empowering Filipino families to achieve financial security and long-term prosperity. As a trusted leader in the insurance and financial services industry, we are committed to delivering innovative solutions that help customers live healthier, longer, and better lives.
In this dynamic role, you will engage with clients to understand their unique financial needs, recommend tailored insurance and investment products, and build lasting relationships based on trust and expertise. Whether you're advising individuals, families, or small businesses, your work will directly contribute to financial stability and peace of mind for your clients.
Based in the vibrant regions of Bali, you’ll have the opportunity to thrive in a supportive, growth-oriented environment while making a meaningful impact in the lives of those you serve. If you are a results-driven, customer-focused professional with a passion for sales and financial advisory, this is your chance to grow with a company that values integrity, excellence, and innovation.
Responsibility
- Conduct one-on-one consultations with clients to assess their financial goals, risk tolerance, and insurance needs.
- Present and explain BPI AIA’s insurance and investment products, highlighting benefits and customizing solutions to meet client requirements.
- Develop and maintain a robust client portfolio through proactive follow-ups, relationship management, and exceptional service.
- Achieve and exceed monthly and quarterly sales targets by identifying opportunities and closing deals effectively.
- Stay updated on industry trends, product updates, and regulatory changes to provide accurate and compliant advice.
- Collaborate with team members and managers to share best practices and contribute to team success.
- Participate in training programs and workshops to enhance product knowledge and sales techniques.
- Prepare and submit accurate reports and documentation in compliance with company policies and regulatory standards.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent work experience).
- Proven track record in sales, financial advisory, or customer service, preferably in the insurance or banking sector.
- Strong communication, negotiation, and interpersonal skills with the ability to build rapport with diverse clients.
- Self-motivated, goal-oriented, and capable of working independently in a fast-paced environment.
- Knowledge of insurance products, financial planning, and investment strategies is a plus.
- Willingness to travel within assigned regions (Bali) to meet clients and attend meetings.
- Proficiency in MS Office and CRM tools for client management and reporting.
- Licensed or willing to obtain relevant insurance certifications as required by the company.