Bancassurance Sales & Accounts Officer (Hybrid)

PM Consulting; Philippines; Hybrid; PHP 558,000 - 893,000; Full time

Job summary

PM Consulting in Makati City 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. You will build and maintain strong client relationships, coordinate with internal teams, and provide excellent customer service while meeting sales targets.

The position offers a hybrid setup with a Monday–Friday schedule and a full-time employment arrangement.

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.
• 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

Negotiation skills

Customer-focused

Relationship management

Results-oriented

Education

Bachelor's degree in any 4-year course

Job description

PM Consulting in Makati City 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. You will build and maintain strong client relationships, coordinate with internal teams, and provide excellent customer service while meeting sales targets.

The position offers a hybrid setup with a Monday–Friday schedule and a full-time employment arrangement.