Bancassurance Sales Assistant
Full-time
Career Professionals Inc.
JOB DESCRIPTION:
1. Responsible for the achievement of Retail Banking goals in the assigned UBP Region and revenue targets by developing strategic plans and implementing creative marketing strategies; Increase in RM activation rate. 2. Supports the Banca Heads day to day operations to ensure achievement of their targets; 3. Collaborates with other department (BLU, Finance, Claims, Policy Services) on matters involving Sales; 4. Submits daily and weekly productivity report to the Banca Channel 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 (biz related) particularly UBP 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; 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 skills.
- Ability to work independently and as part of a team.
- Proficient in MS Offices.
Vacancy posted 29 days ago
Similar jobs that could be interesting for youBased on the Bancassurance Sales Assistant in Pasig vacancy
- ...moments. Access to various learning and development opportunities Your Responsibilities Will Include Deliver exceptional after-sales services to ensure utmost customer satisfaction. Maintain meticulous records of production and activities, showcasing your...
- ...to grow your career with the largest and leading independent fuel company in the country - join us as our next Accounting Assistant - Daily Sales Report! What is this role about? This role monitors the inventory variances, sales volume, and cash shortages of various...
- - Assist customer in carrying/boxing their item. - Assist customers. - Help to maintain a clean and organized store environments. -... ...carts/basket ensuring that they are organized. - Cleaning the sales area, shelves and floor etc. - Additional task to support store...
MK KITCHEN
Pasig12 days ago - We are looking for a hardworking and customer-oriented Sales Assistant/Bagger to support daily store operations. The role involves assisting customers with their purchases, packing items efficiently and carefully, maintaining cleanliness and organization in the store, and...
MK KITCHEN
Pasig3 days ago - - Managing the Pipedrive (employer CRM system) - Create, assist and confirm the meeting with (potential) clients - Follow up the status of client/s’ deals - Assist walk-in client/s - Prepare Service Level Agreements for customers - Assist the Executive Team - Meeting...
Manila GPS Trackers
Pasig17 days ago - ...chance to grow your career with the largest and leading independent fuel company in the country - join us as our next Commercial Sales Assistant Manager - (South Luzon)! What is this role about? This role is responsible for leading the development and execution of...
- • Support the Field Sales Supervisor in generating sales of medical supplies to hospitals • Provide assistance during field sales operations, such as follow-up of sales transaction, product demo assistance, inviting customers to meetings, non-technical support to those...
Ritegroup Incorporated
Pasigmore than 2 months ago - ...your chance to grow your career with the largest and leading independent fuel company in the country - join us as our next Sales Admin Assistant in San Fernando, La Union! What is this role about? This role will provide administrative support functions related to...
- ...Sales support is one of those roles where, when it is done well, everyone else looks mysteriously organised. Quotes are clean, vendors... ...best showcase your skills. Application Notice: We use AI-assisted recruitment tools to support application review. These tools do...
- ...Role Overview: As a Talent Acquisition Assistant, you will be instrumental in building relationships with stakeholders, assisting in recruitment... ...Customer Care, E-commerce and Retail, RMA Management, B2B/B2C Sales, Sales Support, membership services, travel services, and more....
- ...to accelerate adoption and market growth of SAP solutions. The Sales Development Executive (SDE) role guides and influences customers... ...with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please...
- ...information on market shares and category penetration, competitive sales volumes and insights into distribution, pricing, merchandising... ...Volunteer time off LinkedIn Learning Employee-Assistance-Program (EAP) NIQ may utilize artificial intelligence (AI) tools...
- ...you’ll be supported in progressing – whatever your ambitions. Sales Associate – Your First Job Experience Should Have a Lasting... ...supervision, plan and develop the market to acquire new customers Assist with sales reporting and related activities What We Offer:...
- ...within which people can thrive! FPS is looking for Outbound B2B Sales Representatives. This role reports directly to the Team Manager... ..., selling, negotiating with various job levels – from assistants, managers, to business owners and executives across different industries...
- ...transfers, displays, etc.) Properly coordinates with Central Sales Admin on unit allocations and orders. Prepares Vehicle Sales... ...and ensures that delivery vehicles are available and prepared. Assist clients and Sales Consultant or Insurance inquiries. Submits...
- ...ZigZag is looking for a Production Team Assistant to join our team! About the role The Production Team Assistant is an entry-level... ...Coordination Support Liaise with internal departments including Sales, Warehouse, Logistics, Design, and Production regarding...
- ...About the Role: We are seeking a highly motivated and experienced Sales Development Representative (SDR) to join our growing team. In this role, you will be responsible for identifying, qualifying, and generating new business opportunities by engaging with prospective...
- ...passionate about creating meaningful connections and a vibrant work culture ? We’re looking for a dynamic Employee Engagement Assistant to help bring our employee experience to life. In this role, you’ll be at the heart of fostering team spirit by supporting the...
- ...independent fuel company in the country - join us as our next LPG Sales Specialist - NCR ! What is this role about? This role is... ...reconciliation, ensuring timely collection of receivables, and assisting LPG Operations with cylinder inventory and swapping functions....
- ...in the country - join us as our next Customer Service Hotline Assistant! What is this role about? The role is responsible for capturing... ...updated product knowledge, coordinating with internal teams (sales, operations, and delivery riders) and preparing sales reports....
- ...Overview The role will be positioned primarily as a Sales Order–focused function . Core responsibility is post-sales order processing and coordination , not direct selling. Responsibilities: Enter B2B purchase orders to our order management system...
- Long Description Job Summary - To lead a group of sales engineers / tech reps in his area to increase Kirby market share / coverage... ...reports. • Follow up with his team all projects quoted and assist in closing. • Review all contracts / prices/ discounts /...
- ...fuel company in the country - join us as our next LPG Marketing Assistant Manager! What is this role about? This role will drive... ...reporting, and analysis of marketing metrics Collaborate with sales, operations, and business development teams to align marketing...
- ...fuel company in the country - join us as our next Fuels Marketing Assistant Manager - B2B! What is this role about? The role is... ...fuels marketing initiatives and programs to drive commercial fuel sales and strengthen customer relationships Develop presentations,...
- ...Project Sales Officer (PSO) play an important role in maintaining solid relationships with the company's existing clients and key accounts. PSO is responsible in growing the company's revenue by ensuring that key clients are satisfied with the services provided, identifying...
- ...We are looking for a Sales Coordinator / SDR to help manage our sales pipeline, build proposals, follow up with inbound leads, assist on product demos, help qualify opportunities, and keep HubSpot organised. We are Spinify, a B2B SaaS company that helps sales teams...
- ...Role Overview: This is a full-time, on-site role based in Ortigas, Pasig (with opportunities for work-from-home flexibility) for a Sales Development Representative (SDR). We are looking for highly driven, disciplined, and competitive individuals who thrive in a high-...
- ...quotes from various sources like Corporate Houses , Public sector & Private companies, Individuals, Non Govt Organizations etc as a per sale activity. ~Raise quote request forms to design and estimation department based on the customer’s requirements /consultants drawings...
- ...differences, Care for one another, Humility, Make work personal Our Mission : To create conditions within which people can thrive! The Sales Development Representative will be responsible for outbound and inbound lead generation activities, with a primary focus on booking...
- Responsibilities: Account opening and modification, manage client account setup and updates per guidelines Processing of client requests, handle and execute client instructions accurately and on time Trade and settlement processing, such process trades and ensure...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bancassurance Sales Assistant. Be the first to apply!
