Sales Accounts Officer (Davao)

Pioneer Your Insurance; Davao City; On-site; PHP 300,000 - 600,000; Full time

Job summary

Pioneer Your Insurance in Davao City is seeking a results-driven Sales professional to drive customer acquisition and retention according to company standards. You will develop strategies to generate qualified leads, build relationships, and convert prospects into customers while ensuring timely renewals and expanding existing accounts.

In this role you will manage receivables, negotiate terms, and conduct periodic business reviews to optimize the overall customer experience.

Qualifications

• Bachelor's degree in any field.
• At least two years of relevant experience in financial services or insurance.
• Proficient in MS Office (Word & Excel).

Responsibilities

• Sales: generate qualified leads and convert them into customers.
• Collection Management: negotiate payment terms and manage receivables.
• Customer Experience: manage relationships via periodic business reviews.
• Process Management: ensure servicing transactions meet SLAs.

Skills

Proven sales track record

Attention to detail

Collaborative, Agile & Resourceful

Communication skills

Organizational savvy

MS Office

Education

Bachelor's degree

Job description

An Overview of your Role

Performs customer acquisition and retention initiatives according to company standards consistently.

Duties and Responsibilities:

• Sales.Develops strategies in generating qualified leads. Builds relationship and converts qualified leads into customers through effective business presentations and partnering. Monitors and ensures timely renewal of assigned accounts. Develops and expands existing accounts through upselling and cross-selling. Researches new market trends and recommends potential product enhancements or new strategies to Branch Head.
• Collection Management.Negotiates payment terms in compliance with Shared Financials' Collection Guidelines. Manages receivables of assigned accounts within set company standards.
• CustomerExperience.Manages and maximizes overall relationship with customers and/or partners by conducting periodic business reviews.
• Process Management.Facilitates accounts servicing transactions in compliance with established Service Level Agreements.

A Bit About You

• Candidate must be a graduate of any bachelor’s degree course;
• With at least two (2) years relevant work experience preferably gained from the financial services and/or insurance industry;
• Proficient in the use of MS Office (Word & Excel).

What We Need

• Proven sales track record
• With keen attention to details
• Collaborative, Agile and Resourceful
• Good communication and interpersonal skills
• With excellent attention to detail, Organizational Savvy and Results oriented