Sales Assistant (Bacassurance)

Job Expectations:

• Position Type: Entry Level - Individual Contributor

Work Arrangement: Full-Time; Permanent (Direct Hire)

Work Setup: Onsite - Q. Ave., Quezon CityIndustry: Insurance Industry

We are looking for a Sales Assistant to join our client's team! As a Bancassurance Sales Assistant, you will be responsible for the achievement of the Retail Banking Segment's goals and revenue targets through effective Sales Management, Partners, and Clients Management.

• Responsible for achieving Retail Banking goals and revenue targets in the assigned UBP Region by developing strategic plans and implementing creative marketing strategies, including increasing the RM activation rate.

Supports the day-to-day operations of Banca Heads to ensure target achievement.

• Collaborates with other departments (BLU, Finance, Claims, Policy Services) on sales-related matters.

Submits daily and weekly productivity reports to the Banca Channel Head.

• Prepares and presents monthly, quarterly, and annual sales and profit performance reports.

Handles client and partner requests, such as preparing quotations and policy issuance requests.

• Ensures alignment and compliance of Sales processes with Technical/Underwriting Procedures.

Attends to and resolves various channel concerns.

• Builds, maintains and manages relationships with business partners (biz related), particularly UBP Relationship Managers and FUI Accounts Officers.

Addresses issues from handled Distributor Clients.

• Consult with internal stakeholders on operational issues affecting sales.

Provide first-line management to the department.

• Allocates resources according to priorities and within budget parameters.

Drives innovative projects to grow the channel.

• Qualifications:

Bachelor's Degree in Business Administration, Management, or a related field

• At least 2 years of Sales experience

Knowledgeable in non-life insurance

• Knowledge of relevant regulations and compliance requirements

Strong understanding of the industry, products, and services offered by the organization

• Proficient in using Microsoft Office such as Word and Excel

Background working in the banking industry is a significant advantage

• Possesses excellent interpersonal and communication skills

• About the Client:

Our client is dedicated to emerging as the foremost customer-centric provider of general insurance across South East Asia.

_Join our client team and unlock a range of enticing benefits, including:_

• 14th Month Pay

HMO with 2 Free Dependents

• Medical Allowance/Reimbursement

Performance Bonus

• 15 SL and VL

Leave Conversion

• Christmas Cash Gift

Job Types: Full-time, Permanent

Pay: Php20,

• 00 - Php25,000.00 per month
  
  Benefits:
• Additional leave

Company Christmas gift

• Health insurance

Opportunities for promotion

• Pay raise

Schedule:

• 8 hour shift

Day shift

• Monday to Friday

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Quezon City: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Sales: 2 years (Preferred)

Bancassurance: 1 year (Preferred)

• Non-life Insurance: 1 year (Preferred)

* Banking Industry: 1 year (Preferred)