Corporate Sales Executive
At a glance
Mid-level Account Executive role at AIA. Taguig · full-time.
Pay not stated Account Executive salary
growthroles summary, based on the employer's posting.
What you'll do
- Find corporate prospects through business directories, social platforms and other lead sources, then contact their authorized representatives
- Gather client details through KYC and pass the necessary information to the CS Underwriter for proposal preparation
- Present employee benefits proposals, address client questions and capture requested changes before seeking confirmation
- Secure client sign-off, complete new business paperwork and send the finished requirements to CS Operations
- Monitor your individual monthly sales target and work toward meeting it
What you bring
- A four-year college degree is required
- You have two to three years in sales or business development; group insurance experience is an advantage
- You bring strong sales, presentation, negotiation and communication abilities, and can work with varied people
Who this fits
This mid-level direct sales role suits someone who can prospect corporate clients and carry proposals through to new business close. You’ll be accountable for an individual monthly production target.
From the employer
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About the Role
Under the Direct Sales Team, the Corporate Sales Executive shall be responsible in prospecting, proposing and presenting to Corporate Direct clients and identified segments the Company’s employee benefits program and follow-thru the proposals presented to new business sales closing.1. Sales Prospecting
- Handles generation of corporate leads thru different lead source materials (industry business yellow pages, social medial platforms, etc..)
- Approaches the identified corporate leads and facilitates initial contact with the identified authorized representatives.
- Conducts Know Your Client (KYC) of the prospected corporate client.
2. Proposal Preparation and Preparation
- Communicates request to prepare sales proposal with CS Underwriter by submitting all necessary client information obtained during the KYC process.
- Communicates with Client’s authorized representative any inquiries/confirmation/information vital to complete the sales proposal.
- Presents generated Proposal to Client and obtains any request for enhancement/modification (if any).
3. Follow-thru Proposal Closing and Collection of New Business Documents
- Follows thru Proposal confirmation/sign-off from Client.
- Ensures collection and completion of the necessary new business requirements and submission to CS Operations
4. Keeps track of the set individual monthly production target and ensures delivery.
5. Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements.
MINIMUM JOB REQUIREMENTS:
- Graduate of a 4 year College Course
- Experience - 2 to 3 years experience in sales and/or business development, experience in group insurance is a plus.
- Above average sales, presentation and negotiation skills
- Ability to deal with different types and classes of people
- Strong communication skills
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
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