Account Officers I Sales I Bancassurances

Our Clients; Philippines; On-site; PHP 360,000 - 540,000; Full time

Job summary

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

The role offers a hybrid work arrangement, Monday to Friday schedule, and a focus on building strong client relationships while delivering excellent 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.

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

Strong communication and negotiation

Customer-focused and results-oriented

Strong relationship management

Education

Bachelor's degree in any 4-year course

Job description

Location: Makati City

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

About the Role

We are looking for 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.

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