Account Executive | Batangas


Posted 20 days ago and deadline of application is on 14 Jun
Recruiter was hiring 8 hours ago

Account Executive | Batangas


Job Description

Responsible for providing all the necessary sales generation support to all UCPB Branches of the assigned area. Also, responsible for the development and maintenance of each UCPB referrer in sale activities.

  • Generates referrals from assigned UCPB Branches
  • Presents and closes referred accounts
  • Ensures completeness and accuracy of service fees computation to be given to UCPB.
  • Monitors payment of First Year and renewal premiums to ensure attainment of the required persistency rate.
  • Coordinates with employees and maintains harmonious working relations within the Department and with other work units in the Division and Company.
  • Establishes and maintains good rapport with all personnel of assigned branches/units by:
    • Conducting regular branch visits
    • Attending area, cluster and branch meetings, if necessary
  • Provides after-sales service to existing policyholders by coordinating with different departments of the company.
  • Services maturing policies of the bank clients.
  • Develops and sustains sales drives of the bank if any.
  • Discusses matters such as performance, drives, problems and plans to Branch heads/ Area Heads.
  • Conducts orientation to Bank Associates for any new/updates on the company’s products and services.
  • Manages all deviations encountered, and directs appropriate courses of action to ensure a prompt and proper solution.
  • Attends scheduled team huddles and department meetings
  • Attends to seminar/conferences for updates as needed.
  • Follows the policies and guidelines accordingly.

Successful hires will be assigned to handle bank referrals from Lemery, Lipa- Big Ben, Lipa-Recto, Tanauan, and Sto. Tomas Batangas.

Minimum Qualifications

  • A graduate of any 4-year course
  • With or without Sales Experience
  • Good Presentation Skills
  • Goal-oriented
  • Team-oriented
  • Willing to do Fieldwork

Perks and Benefits

  • Paid Holidays Paid Holidays
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Paid Bereavement/Family Leave Paid Bereavement/Family Leave
  • Maternity & Paternity Leave Maternity & Paternity Leave
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans
  • Transportation Allowances Transportation Allowances
  • Performance Bonus Performance Bonus
  • 15th Month Pay Guaranteed
  • Special Performance Incentive Bonus
  • Gadgets and Load Plans
  • Clothing Allowance
  • Annual Merit Increase
  • Separation Benefit
  • Wellness Activities (e.g. company outing, Basketball and Volleyball competitions, etc.)
  • Social Responsibility Initiatives (e.g. Adopt a school, Gawad Kalinga events, etc. )
  • Housing Loan
  • Car Loan
  • Computer Loan
  • Financial Assistance Program Loan

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Communication Skills
  • Closing Sales

Preferred Courses

  • Entrepreneurship
  • Behavioral Sciences [Organizational & Social Systems Development] and BS Marketing Management
  • Business Administration [Marketing Management]

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Graduated from college
Recruiter response to application
Office Address
Batangas City, CALABARZON, Philippines
Insurance, Healthcare and Investment
1 opening

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Cocolife is the biggest Filipino-owned stock life insurance corporation in the country, with the distinction of being the first ISO 9001:2000 compliant company. It offers a complete array of life insurance, non-life, healthcare and mutual fund products through its various business units and subsidiaries, and maintains a nationwide network of fully-computerized branches, with more than 2,000 highly-trained underwriters, account executives and field managers.
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