Sales Assistance

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

Functions (Duties and Responsibilities):

• 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.
• Supports the Banca Heads day to day operations to ensure achievement of their targets;
• Collaborates with other department (BLU, Finance, Claims, Policy Services) on matters involving Sales;
• Submits daily and weekly productivity report to the Banca Channel Head;
• Prepares and present monthly, quarterly and annual sales and profit performance;
• To be able to attend to the requests of clients and partners which includes but not limited to preparing quotation and policy issuance requests
• Ensures alignment and compliance of the Sales processes to Technical/Underwriting Procedures;
• Attends and resolves various channel concerns;
• Builds, maintains and manages good relationship with business partners (biz related) particularly UBP Relationship Managers and FUI Accounts Officers;
• Attends and resolves various issues from handled Distributor Clients;
• Consults with internal stakeholders on operational issues influecing and affecting sales;
• Provides first line management to the department.
• Allocates resources to according to priorities and within budget paramaters;
• Drives innovative projects needed to grow the channel;

• Minimum Qualifications: 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.