Unassigned Customer Management and Leads Conversion Specialist job opportunity at AIA Group.



DatePosted 30+ Days Ago bot
AIA Group Unassigned Customer Management and Leads Conversion Specialist
Experience: 2-years
Pattern: full-time
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Cubao, PH-AIA Philippines, Philippines
loacation Cubao, PH-AIA ..........Philippines

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on. About the Role The Unassigned Conservation and Lead Conversion Specialist focuses on retaining existing customers who are no longer assigned to a Life Planner as well as driving new sales through effective communication, relationship-building and strategic sales techniques. The role strives to offer product solutions on financial needs of prospective and existing customers, both assigned and unassigned, to ensure achievement of individual and company targets and critical metrics. Roles and Responsibilities: Customer Retention: Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns, and generate saved ANP through retention and lapse prevention. Sales Performance: Nurture and convert leads that will be assigned by the team lead. These leads may be sourced from special acquisition campaigns, or untouched existing customer leads. The individual in this role is also expected to reach out to identified cohorts of unassigned customers, conduct needs assessment, and resell relevant products. Sales activities may be performed virtually or face-to-face as may be required by the prospect customer. Product Knowledge: Maintain a thorough understanding of insurance products and services to effectively advise customers and answer queries; continuously attend training programs to stay updated on new products, processes and policies. Relationship Management: Build and maintain strong relationships with existing unassigned customers that have been successfully retained and ensure a personalized and supportive experience to pave the way for future resell opportunities. Prepare performance reports as necessary Perform other tasks as may be required by immediate supervisor in order to meet operational and/or other requirements Minimum Job Requirements: Bachelor’s Degree in any course At least 2 years' experience in Sales Excellent interpersonal and communication skills (oral and written) Self-motivated Computer savvy 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.

Other Ai Matches

Medical Claims Assessor (Hong Kong Market) - Mandarin Speaking Applicants are expected to have a solid experience in handling Job related tasks
Medical Technologist Applicants are expected to have a solid experience in handling Job related tasks
Legal Counsel Applicants are expected to have a solid experience in handling Job related tasks
(高级)经理,契约管理 Applicants are expected to have a solid experience in handling Job related tasks
Business Audit, Consultant Applicants are expected to have a solid experience in handling Consultant related tasks
Syariah Actuary Applicants are expected to have a solid experience in handling Job related tasks
Investment Chief Compliance Officer & Chief Risk Officer Applicants are expected to have a solid experience in handling Job related tasks
Senior Manager, Business & Financial Reporting Applicants are expected to have a solid experience in handling Business & Financial Reporting related tasks
Equity, Principal Applicants are expected to have a solid experience in handling Principal related tasks
Policy Owner Service, Specialist Applicants are expected to have a solid experience in handling Specialist related tasks
Middleware Platform, Consultant Applicants are expected to have a solid experience in handling Consultant related tasks
Customer Centres, Analyst (Virtual Branch) Applicants are expected to have a solid experience in handling Analyst (Virtual Branch) related tasks
Senior Manager, Business Development & Fund Advisory Applicants are expected to have a solid experience in handling Business Development & Fund Advisory related tasks
Corporate Sales Executive Applicants are expected to have a solid experience in handling Job related tasks
2026 AIA Group Office Summer Internship Program – Group Risk & Compliance Applicants are expected to have a solid experience in handling Job related tasks
Lead Analyst, Digital Distribution Solution Applicants are expected to have a solid experience in handling Digital Distribution Solution related tasks
Senior Analyst, Information Security Applicants are expected to have a solid experience in handling Information Security related tasks
Digital Experience, Principal Applicants are expected to have a solid experience in handling Principal related tasks
Operations Data Governance & Data Strategy, Senior Analyst Applicants are expected to have a solid experience in handling Senior Analyst related tasks
Bancassurance Sales, Analyst Applicants are expected to have a solid experience in handling Analyst related tasks
Actuarial - IFRS 17 Senior Manager Applicants are expected to have a solid experience in handling Job related tasks
Clinic Nurse Applicants are expected to have a solid experience in handling Job related tasks
Executive - Call Centre Applicants are expected to have a solid experience in handling Job related tasks