Branch Acquisition Officer

Position Summary

The Branch Acquisition Officer serves as the company's representative to bank and financial institution partners across Metro Manila. The role drives insurance sales through the bancassurance channel by working closely with bank partners, supporting policy issuance, joining client meetings with Relationship Managers (RMs), ensuring timely premium payments, and training bank employees to generate referrals and sales.

This is a field-based, target-driven role. Success is measured by insurance sales, timely policy issuance, premium collection, and the engagement of assigned bank branches.

Key Responsibilities

1. Bank Broker Coordination & Policy Issuance

• Act as the primary day-to-day contact between the company and the bank's accredited broker for retail policy issuance

• Receive, review, and endorse policy applications and requirements fr...