09-17-13 | Sales Training Officer, Wealth Portfolio Manager, Sales Development Manager, Agency Development Officer, Potential Unit Manager, Customer Relationship Manager, Customer Service Officer | Philam Life | Cagayan de Oro, Davao, Butuan, Zamboanga, Ozamiz

PHILAM LIFE

1. SALES TRAINING OFFICER
(Butuan & Zamboanga)

RESPONSIBILITIES:

  • Deliver basic, intermediate and advanced selling programs for agents/ advisors as prescribed by the company.
  • Evaluate effectiveness of training programs conducted using previously agreed upon metrics.
  • Conduct training needs analysis for agencies /territory handled.
  • Recommend necessary training interventions based on the results of the training needs analysis and feedback gathered from other stakeholders (e.g. SDM, Agency Sales management, clients, etc.), in coordination with Agency Sales Home Office.
  • Prepare monthly training schedule for the agencies/ territory handled.
  • Prepare the necessary training materials and logistics needed to deliver training programs.
  • Maintain database of training accomplishments, attendance and records.
  • Submit monthly training reports as required by Home Office

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree in Business Studies/Administration/Management, Human Resource Management, Psychology or equivalent.
  • At least 1 year(s) of working experience in the related field is required for this position.
  • Preferably 1-4 Yrs Experienced Employees specializing in Training & Development or equivalent. Job role in Training & Development or equivalent.
  • 10 Full-Time position(s) available.

2. WEALTH PORTFOLIO MANAGER
(Davao & Cagayan De Oro)

RESPONSIBILITIES:

  • Provide a variety of financial solutions to clients
  • Planning and arranging of client’s financial affairs (savings, investments, healthcare, and education).
  • To guide clients on different opportunities in accordance with the latter’s needs, goals and tolerance for risk.

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree or Post Graduate Diploma / Master’s Degree in any field.
  • At least 2 years of working experience is required for this position.
  • Preferably 5 Yrs Experienced Employees specializing in Sales.
  • Ability to deal and interact with different people and preferably with a good network to start with.
  • Energetic and with pleasing personality.
  • Hardworking and self-motivated to achieve goals the soonest possible time.
  • Has extensive network, involved in socio-civic organizations.
  • With background in Pharma, Real Estate and other related job.
  • 10 Full-Time position(s) available.

WHAT’S IN IT FOR YOU?

  • UNLIMITED earning potential through commissions!
  • Variety of excellent financial solutions for your clients
  • Continuous training programs
  • Fabulous recognition programs
  • Attractive incentives!
  • Opportunity to work with the decades-long leader in the industry (7-time Reader’s Digest Trusted Brand-Platinum awardee).
  • Potential to achieve your dreams a lot sooner than you think!

3. SALES DEVELOPMENT MANAGER
(Cagayan De Oro)

RESPONSIBILITIES:

  • The position is responsible for recruiting Premier Leaders, managing a sales unit and delivering new business.
  • Implementation of regular activity management among leaders and advisors to drive desired sales behavior.
  • Monitoring and supervision of performance of leaders and advisors to ensure achievement of set targets.
  • Performing tasks that may be assigned by the supervisor from time to time.
  • Training and coaching new leaders and advisors

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree in Business Studies/Administration/Management or equivalent.
  • At least 3 years of working experience in the related field is required for this position.
  • Preferably Supervisors/Managers specializing in Sales – Financial Services (Insurance, Unit Trust, etc) or equivalent. Job role in Management, Leader Recruitment or equivalent.
  • Strong people management/coaching skills and with varied network/connections.
  • With extensive sales and recruitment background.
  • 10 Full-Time position(s) available.

4. AGENCY DEVELOPMENT OFFICER (Cagayan De Oro)

RESPONSIBILITIES:

A. Manpower Development:
Championing the Advisor & Leader Career Paths, primarily progression to Premier Agency
Overseeing recruitment strategies, activities and results
Long-term Manpower planning for the assigned area, including leader development

B. Business Development:
Champion Agency Productivity
Champion Agency Growth

C. Agency Management
Manage communication and agency relationships
Oversee agency operations of the region

D. Be an Expert in Insurance & Financial Services
E. Champion Agency Training
F. Lead the Sector

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree in any field.
  • At least 3 year(s) of working experience in the related field is required for this position.
  • Preferably Supervisor / 5 Yrs & Up Experienced Employees specializing in Sales – Financial Services (Insurance, Unit Trust, etc) or equivalent. Job role in Management or Supervisor/Team Lead.
  • Leadership skills and an entrepreneurial mindset.
  • Must be self-motivated and have strong work ethics
  • 10 Full-Time position(s) available.

5. Potential Unit Manager (Davao City)

RESPONSIBILITIES:

  • Recruitment of finacial advisors;
  • Training and motivating advisors to provide a better understanding of market/products;
  • Monitoring and reviewing advisors’ performance;
  • Generating the assigned sales target through the team of advisors

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree or Post Graduate Diploma / Master’s Degree in any field.
  • At least 2 years of experience is required for this position.
  • Preferably 5 Yrs Experienced Employees specializing in Sales – Financial Services (Insurance, Unit Trust, etc) or equivalent. Job role in Insurance Agent or Financial Services Consultant.
  • Ability to deal and interact with different people and preferably with a good network to start with
  • Energetic and with pleasing personality
  • Hardworking and self-motivated to achieve goals the soonest possible time
  • Has extensive network, involved in socio-civic organizations.
  • With background in Pharma, Real Estate and other related job.
  • 20 Full-Time position(s) available.

6. Customer Relationship Manager
(Ozamiz)

RESPONSIBILITIES:

A. Service Delivery

1. Ensures that all customer service support is properly implemented in the network following prescribed standards and norms

2. Ensures that processes are in place following approved standards and guidelines set by the respective Process Owners through regular staff review/ meetings

3. Ensures that Service Levels are cascaded to the staff, customers and Distribution partners and any issues/ concerns are properly resolved and escalated

4. Ensures that escalation process is in-place through effective solutions generation in collaboration with Home Office helpdesk for the referred cases

B.Customer Servicing & Service Improvement

1. Ensures service delivery is proactive and consistent through hands-on queuing management and service differentiation

2. Conducts service recovery and resolution of customer complaints

3. Ensures that the approved and prescribed guidelines and procedures set by the Process Owners / Home Office are properly complied with

4. Ensures that the agreed action plans are properly implemented at the service center

REQUIREMENTS:

  • Candidate must possess at least a Bachelor’s/College Degree in Business Studies/Administration/Management, Mass Communications or equivalent.
  • At least 5 year(s) of working experience in the related field is required for this position.
  • Preferably Assistant Manager / Managers specializing in Customer Service or equivalent. Job role in Supervisor/Team Lead or Management.
  • 5 Full-Time position(s) available.

7. Customer Service Officer
(Ozamiz)

RESPONSIBILITIES:

The Customer Service Officer (CSO) is responsible for the delivery of servicing operations at the service center covering the following core functions: POS and Claims. The CSO handles processing of policy requests within his/her limits of authority. The CSO shall manage end- to -end resolution of complaints, handling inquiries and requests for information. The CSO shall work directly or coordinate with all departments or functions within the company to resolve customer complaints and providing input to the development of the Company’s customer related policies and other service improvement initiatives.

REQUIREMENTS:

  • Bachelor’s Degree in any 4- or 5-year course
  • At least 1-3 years of relevant experience in customer servicing
  • Proficient in MS Office Applications (MS Word, Excel, Powerpoint), and web-based applications
  • With strong customer-orientation – competent in dealing with difficult service issues
  • With competitive skills in negotiation, problem-solving & decision-making
  • 5 Full-Time position(s) available.

Please email resumes to: philamlife.careers@aia.com or contact us at (082) 221-0391 loc. 33214 and 0933-628-04-27 and look for Kristina.

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