Bancassurance Account Officer – Hybrid & Growth Focus

Our Clients; Davao City; Hybrid; PHP 300,000 - 520,000; Full time

Job summary

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.

Qualifications

• 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.

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 skills

Negotiation

Customer focus

Relationship management

Sales experience

Education

Bachelor's degree

Job description

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.