Bancassurance Sales Assistant (Ortigas)

Job Description:

The Bancassurance Sales Assistant is responsible for the achievement of the Retail Banking Segment's goals and revenue targets through effective Sales Management, Partners and Client Management

Functions (Duties and Responsibilities):

1. Responsible for the achievement of Retail Banking goals in the assigned Region

and revenue targets by developing strategic plans and implementing creative

marketing strategies; Increase in RM activation rate.

2. Supports the Bank Heads Day to day operations to ensure achievement of their targets;

3. Collaborates with other department (Finance, Claims, Policy Services) on

matters involving Sales;

4. Submits daily and weekly productivity report to the Head

5. Prepares and present monthly, quarterly and annual sales and profit performance;

6. To be able to attend to the requests of clients and partners which includes but not limited to preparing quotation and policy issuance requests

7. Ensures alignment and compliance of the Sales processes to Technical/Underwriting procedures

8. Attends and resolves various channel concerns;

9. Builds, maintains and manages good relationship with business partners including Relationship Managers and FUI Accounts Officers;

10. Attends and resolves various issues from handled Distributor Clients;

11. Consults with internal stakeholders on operational issues influencing and affecting sales;

12. Provides first line management to the department.

13. Allocates resources to according to priorities and within budget paramaters;

14. Drives innovative projects needed to grow the channel;

People and Culture

Job Skills And Qualifications:

• Bachelor's degree in Business Administration, Management, or a related field
• Strong understanding of the industry, products, and services offered by the
• organization.
• Knowledge of relevant regulations and compliance requirements.
• Customer-focused mindset with a commitment to delivering exceptional service.
• Strong problem-solving.
• Background or knowledgeable of non-life insurance.
• Highly organized with attention to detail.
• Ability to multitask, prioritize and deliver results on time under pressure.
• Flexibility to meet continuously changing priorities and challenges.
• Good written and verbal communication