Bancassurance Account Executive (Hybrid)

Our Clients; Makati; Hybrid; PHP 350,000 - 550,000; Full time

Job summary

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

This full-time role requires a 4-year degree and 2+ years in sales or banking. You will build client relationships, present products, and coordinate with internal teams to close deals in a Hybrid setup.

Qualifications

• Bachelor's degree in any 4-year course.
• 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

Sales

Account management

Banking

Communication

Negotiation

Relationship management

Education

Bachelor's degree (any 4-year)

Job description

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

This full-time role requires a 4-year degree and 2+ years in sales or banking. You will build client relationships, present products, and coordinate with internal teams to close deals in a Hybrid setup.