Account Officers I Sales I Bancassurances

Our Clients; Davao City; Híbrido; PHP 300.000 - 520.000; Jornada completa

Descripción de la vacante

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

The role is a hybrid position with full-time employment and a morning shift from Monday to Friday. You will build relationships, present products, and coordinate with internal teams to ensure excellent service.

Formación

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

Responsabilidades

• 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

Conocimientos

Communication skills

Negotiation

Customer focus

Relationship management

Sales experience

Educación

Bachelor's degree

Descripción del empleo

Work Arrangement:Hybrid

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

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