Authorized Consultant
Nexus Insurance Broker
Total years of experience :24 years, 1 Months
• Give advises to the clients and sell Individual Plans for Pension, University Education, Life and Non-Life Insurance, Medical Insurance, Savings and Investment as well as Corporate Plans for Employee Benefits and General Insurance.
• Identify prospective clients, approach them, give introductory and product presentation to them, build relationships, ask the right questions, adopt a consultative approach to the sales process, design appropriate solutions for the client, close the sales, do required paper work and provide life-long service to the client.
* Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
• To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
• To contact potential customers and convince them about the bank’s product offerings.
• Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to RM.
• To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
• To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are adhered to.
• To ensure that no customer application is misplaced and is kept in safe custody.
• To ensure that code of the conduct as per the bank bank’s policy are adhered to.
• To ensure that all the documents provided by the customer for completion the card applications are duly checked and forwarded to the relevant bank officers.
• To ensure that I do the documents original sighting as laid out in the original sighting guidelines of the KYC policy of the bank.
• To ensure that the sales process prescribed by the bank is fully adhered to.
• Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the bank.
• Derive insight to competitor’s sales activities and effectively report them to the Area Sales Manager/Relationship Manager.
• Ensure full awareness of all policies related to operational risk.
• Maintain complete and detailed knowledge of all assigned products.
• Maintain accurate and up to date activity records.
• Maximize sales referral opportunities by working with customer service colleagues.
• Is responsible for delivering service to customers that is synonymous with the consumer brand experience being promoted by the organization.
• To ensure performance as per the performance management criteria.
-Tapped the bank clients and provides life insurance and wealth management solutions to Bank of the Philippine Island or Bpi clients.
-Provides financial health check to the clients in order to prioritize their financial needs.
-Provides long term and alternative investments for the clients using Bpi-Philam Variable Life Insurance Products and Accident and Health Insurance.
-Continuous servicing to the existing policy holders.
- Maintain good relationship to the bank officers and staff.
• Develop customer relationships to achieve assigned Sales and Service objectives / Standards
• Provide acceptable level of service to personal banking customers or preferred banking customer and explore cross sell or up sell during the customer interactions with a view to increase personal banking revenues.
• Identify new to bank personal banking customers and refer leads to other segments in the Bank.
• Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns / promotions) and keep abreast of any subsequent amendments.
• Identify Customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
• Ensure proper documentation, correctness & completeness of all applications / forms.
• Handle correspondence related to service & sales issues.
• Provides general administrative direction, management, supervision and control of the assigned team promotion branch.
• Assist the Vice-President for Marketing in terms of general administration: to develop plans; set goals and targets; allocate and manage resources; plot and implement strategies toward increase production level;
• Ensures and maintains smooth and friendly relationship with mall administration and tenants.
• Successfully graduate for the three major courses provided by the company: EAGLES TRAINING PROGRAM; 1st MANAGEMENT DEVELOPMENT PROGRAM and MANAGEMENT CONTINUING PROGRAM.
Report directly to Area Promotion Manager to receives instruction; planning and goal setting
- Delegates and distributes team targets for the assigned promotion team.
- Motivates team promotion in order to achieve team target.
- Maintain good relationship to clients and mall tenants.
- Trained assigned promotion team.
- Monitor individual performance for team promotions.
- Report directly to either Jr. or Sr. Manager.
- Receives goal targets, instructions and strategy in order to achieve targets.
- Handled mini-team promotions.
- Monitor mini-team performance.
- Report directly to Promotion Supervisor.
- Receives individual, weekly and monthly targets.
- Approach people who passes by in the mall and persuade and convince the to attend for the sales presentation.
Advertising is bringing a product (or service) to the attention of potential and current customers. Advertising is focused on one particular product or service. Thus, an advertising plan for one product might be very different than that for another product. Advertising is typically done with signs, brochures, commercials, direct mailings or e-mail messages, personal contact, etc. Public relations includes ongoing activities to ensure the overall company has a strong public image. Public relations activities include helping the public to understand the company and its products. Often, public relations are conducted through the media, that is, newspapers, television, magazines, etc. As noted above, public relations is often considered as one of the primary activities included in promotions.