aia
aia~7h ago
New

Unassigned Customer Management and Leads Conversion Specialist

Cubao, PH-AIA Philippineslead
OperationsManagement
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Quick Summary

Key Responsibilities

Customer Retention: Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns,

Technical Tools
OperationsManagement

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.

About the Role

~1 min read

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.

Responsibilities

~1 min read
  • 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

Requirements

~1 min read
  • 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.

Location & Eligibility

Where is the job
Location terms not specified
Who can apply
Same as job location

Listing Details

First seen
May 30, 2026
Last seen
May 30, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
49%
Scored at
May 30, 2026

Signal breakdown

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aiaUnassigned Customer Management and Leads Conversion Specialist