Unit Head | Insurance Industry

Philippines·Quezon Citymid

OtherIndustry

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Quick Summary

Key Responsibilities

Lead, coach, and develop a team of insurance advisors, ensuring consistent achievement of sales, productivity, and customer service targets. Drive business growth by implementing sales strategies,

Requirements Summary

Bachelor's degree in Business, Finance, Marketing, or a related field (or equivalent work experience). Minimum of 3–5 years of experience in insurance sales, financial services,

Technical Tools

OtherIndustry

Responsibilities

~1 min read

→Lead, coach, and develop a team of insurance advisors, ensuring consistent achievement of sales, productivity, and customer service targets.
→Drive business growth by implementing sales strategies, monitoring performance metrics, and identifying opportunities to expand the client portfolio.
→Recruit, onboard, and mentor new advisors to build a high-performing, engaged, and compliant sales team.
→Ensure adherence to company policies, regulatory requirements, and ethical standards in all sales and servicing activities.
→Foster strong relationships with clients and key stakeholders by delivering quality financial protection solutions and resolving escalated customer concerns.

Requirements

~1 min read

Bachelor's degree in Business, Finance, Marketing, or a related field (or equivalent work experience).
Minimum of 3–5 years of experience in insurance sales, financial services, or a related leadership role, with a proven track record of achieving business targets.
Strong leadership, coaching, and people management skills with the ability to motivate and develop high-performing teams.
Excellent communication, negotiation, and relationship-building skills with a customer-focused mindset.
Knowledge of insurance products, sales practices, and applicable regulatory and compliance requirements; relevant insurance licenses or certifications are an advantage.