Sales Support & Client Engagement

• Assist the sales team in identifying, qualifying, and pursuing new corporate insurance opportunities.
• Prepare sales presentations, product proposals, and client pitches customized to business needs.
• Support in maintaining relationships with existing corporate accounts by addressing inquiries, requests, and concerns promptly.
• Coordinate and participate in client meetings, presentations, and negotiations as required.

New Business Development

• Collaborate with the sales team to develop and implement strategies for acquiring new corporate clients.
• Conduct market research and competitor analysis to identify opportunities for new business growth.
• Support in preparing quotations, proposals, and policy documents for prospective and newly acquired clients.
• Track and monitor sales pipeline, ensuring timely follow-up on leads and prospects.

Operational & Administrative Support

• Liaise with underwriting, claims, and policy servicing teams to ensure smooth processing of corporate insurance applications.
• Maintain accurate records of sales activities, client interactions, and business opportunities.
• Prepare regular reports and dashboards on sales performance, pipeline status, and new business development initiatives.
• Ensure compliance with company policies, industry regulations, and ethical sales practices.

• Bachelor's degree in Economics or Business Management or Marketing or other related fields.
• At least one year experience in Life Insurance and Sales
• Good written and oral communication, negotiations.
• Willing to work in Makati City and travel anywhere in the Philippines when needed.
• Proficient with MS Applications
• LOMA courses preferred but not required