
Team Lead, Broker and Direct Channel
- Makati City, Metro Manila
- Permanent
- Full-time
- Effectively execute strategies and action plans on handling corporate accounts and lead generation activities.
- Meet the set targets in terms of APE, number of activated branches and number of closed cases.
- Train and manage brokers to sell to employee benefits to corporate clients. This will include Group Insurance and Group Credit Life
- Build and execute process to ensure that Service Level Agreements for the delivery of corporate account and lead generation requirements are met.
- Build and maintain a professional and ethical sales force in line with regulatory, industry and company standards.
- Sub-sector operations
- Reinforce various company communications and initiatives of Corporate Solutions through business reviews, roadshows, and sales campaigns
- Develop, implement, promote and monitor programs and campaigns of Corporate Solutions.
- Supports the broker channel in conducting corporate training programs, client presentations and business reviews.
- Ensure efficient delivery of services related to proposal generation, presentation and closing requirements and lead generation sales conversion.
- With very strong sales background, preferably in the insurance / HMO industry.
- With three years or more relevant experience in sales, business development, training and agency management preferably in a life / HMO insurance setting
- Has held key positions relevant to the requirement of the job
- Bachelor’s degree in Business Studies/ Administration / Economics / Management
- Computer Proficiency (Microsoft Word, Microsoft Excel, Microsoft Power point)
- High level of confidence to deal with people of different background
- Good communicator
- Has initiative and can work independently
- Patient in dealing with different types of people and situations
- Can work harmoniously with team