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Pampanga State University (formerly Don Honorio Ventura State University)
The Bancassurance Sales Representative sells life insurance products and
financial solutions to a bank’s existing customers by identifying their financial needs and achieve
sales targets. Key responsibilities include cross-selling and upselling insurance, serving as a
liaison for policy servicing, providing market intelligence, and collaborating with bank officers to
generate leads and sales.
Responsible for supporting and coordinating the daily activities of the sales
team within the assigned territory. This includes assisting development and execution of sales
strategies to meet revenue targets, maintaining accurate customer accounts, and sales records,
and monitoring overall territory performance. The role also involves also involves providing
excellent customer service by addressing client inquiries, resolving issues, and ensuring
satisfaction, while facilitating effective communication between sales representative,
management and other departments such as marketing, logistics, and finance. Additionally, the
coordinator helps organize sales visits, client meetings and promotional events, ensures timely
product and service delivery, and prepares progress reports forecasts, and sales analyses for
management review.
Responsible for ensuring the accuracy and completeness of daily sales and
distribution transactions generated from delivery routes. This role involves reconciling driver
sales and collections, validating inventory movements, and resolving discrepancies in cash,
invoices, and product returns. The analyst works closely with sales, finance, and logistics teams
to maintain compliance with company policies and ensure accurate financial reporting.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.