SR. ACCOUNT OFFICER - BROKERS & FINANCIAL INSTITUTIONS | URGENT!
# SR. ACCOUNT OFFICER - BROKERS & FINANCIAL INSTITUTIONS | URGENT! **PhilBritish Insurance** · Makati · `On-site` 🕒 **Статус:** *Опубликовано: вчера* · *Источник: Indeed* --- ### About the Role Senior Account Officer is responsible for driving sales growth by developing new business opportunities, managing key client accounts, and achieving sales targets. This role involves leading customer acquisition efforts, providing product knowledge, coordinating with internal teams, and supporting the development of junior sales staff. The Senior Sales Officer ensures the delivery of excellent customer service while promoting the company’s products and services effectively. JOB RESPONSIBILITIES: Sales & Business Development Identify and pursue new business opportunities to achieve sales targets. Conduct market research to understand industry trends and customer needs. Promote and sell the company’s products and services to prospective clients. Develop and implement effective sales strategies and action plans. Client Relationship Management Build and maintain long-term relationships with key clients and partners. Conduct sales presentations, product demonstrations, and client meetings. Handle complex customer inquiries and provide timely solutions. Ensure high levels of customer satisfaction and retention. Team Support & Leadership Mentor and guide junior sales officers to improve their performance. Assist in training new sales staff on products, sales techniques, and processes. Support the Sales Manager in planning and executing sales campaigns. Reporting & Documentation Prepare and submit sales reports, forecasts, and performance analyses. Track sales progress using CRM tools and ensure accurate client information. Ensure compliance with company policies, pricing guidelines, and industry regulations. Coordination & Collaboration Work closely with marketing, underwriting, operations, and customer service teams. Provide feedback to management regarding customer preferences and market trends. Participate in product development and promotional activities. QUALIFICATIONS & SKILLS: Education: Bachelor’s degree in Business Administration, Marketing, Finance, Insurance, or related field. Experience: 3–5 years of sales experience, preferably in the insurance, financial services, or related industries. Proven track record of meeting or exceeding sales targets. Experience handling corporate or high-value individual accounts is an advantage. Technical Skills: Strong understanding of sales principles, negotiation strategies, and customer relationship management. Proficiency in MS Office and CRM systems Basic knowledge of insurance products and underwriting processes Key Competencies: Excellent communication, presentation, and interpersonal skills. Strong negotiation and closing abilities. Customer-focused with high problem-solving capabilities. Strategic thinker with strong planning and organizational skills. Ability to work independently and as part of a team. High level of integrity, professionalism, and resilience. Job Types: Full-time, Permanent Benefits: Additional leave Company Christmas gift Company events Health insurance Life insurance Opportunities for promotion Paid training Pay raise Promotion to permanent employee Ability to commute/relocate: Makati: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Do you have agents/ agency network? Education: Bachelor's (Required) Experience: Handling Brokers & FI : 2 years (Required) Work Location: In person
Наблюдалась 2026-09-17, впервые 2026-09-16, найдена на 3 площадках, источник — Indeed.