Account Officers I Sales I Bancassurances

Our Clients; Cebu City; Hybrid; PHP 300,000 - 600,000; Full time

Job summary

Our Clients is seeking a Bancassurance Sales Office or Account Officer to manage client accounts, generate new business opportunities, and support the sales of foreign exchange products and services.

The role requires a Bachelor’s degree and at least two years of sales or account management experience, with strong communication and negotiation skills. A hybrid work arrangement and a focus on customer service are emphasized to drive relationship management and sales growth.

Qualifications

• Bachelor's degree in any 4-year course.
• At least 2 years of experience in sales, account management, banking, or related field.
• Strong communication and negotiation skills.
• Customer-focused and results-oriented.
• Strong relationship management skills.

Responsibilities

• Manage assigned client accounts
• Build and maintain strong client relationships
• Generate leads and new business opportunities
• Present and promote products and services
• Support foreign exchange transactions and account requirements
• Assist with pricing and booking activities
• Coordinate with internal teams
• Monitor sales and account activities
• Provide excellent customer service

Skills

Communication

Negotiation

Sales

Relationship management

Education

Bachelor's degree

Job description

Work Arrangement:Hybrid

Schedule:Monday to Friday
Shift:Morning Shift
Employment Type:Full-Time,Contract-Based

About the Role

We are looking for aBancassurance Sales OfficerorAccount Officerto manage client accounts, generate new business opportunities, and support the sales of foreign exchange products and services.

Key Responsibilities

• Manage assigned client accounts
• Build and maintain strong client relationships
• Generate leads and new business opportunities
• Present and promote products and services
• Support foreign exchange transactions and account requirements
• Assist with pricing and booking activities
• Coordinate with internal teams
• Monitor sales and account activities
• Provide excellent customer service

Qualifications

• Bachelor's degree in any 4-year course
• At least 2 years of experience in sales, account management, banking, or a related field
• Strong communication and negotiation skills
• Customer-focused and results-oriented
• Strong relationship management skills
• Experience in financial products or forex is an advantage