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Sales and Account Officer

  • Full Time, onsite
  • Agile Insurance Agency and Business Technologies, Inc.
  • Pasig, Philippines
Salary undisclosed

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WHAT'S IN IT FOR YOU:

  • Work-life balance and hybrid setup (3-4x a week onsite)
  • HMO and Personal Accident Insurance
  • Be part of a growing company
  • Grow your contact list
  • Have a direct impact on the sales and business development of the company

RESPONSIBILITIES AND DUTIES:

  • Achieves quarterly and yearly sales targets
  • Engages in on-the-ground market research to identify new opportunities for business
  • Develop business proposals for existing and new clients and determine cross-selling and up-selling opportunities
  • Organizes and conducts sales visits and prospect canvassing
  • Builds and maintains good business relationships with clients to encourage renewal or repeat transaction
  • Prepares and delivers presentations to clients
  • Manages the sales pipeline from qualified leads to closing of sales
  • Negotiates terms, contacts, and packages of new and existing accounts
  • Prepares and analyzes monthly sales performance
  • Facilitates research on competitor’s product offerings and their respective market performances
  • Establishes a knowledge storehouse of clients, referrals, presentations, and prospects
  • Work with other departments to ensure that customer needs are met
  • Performs related tasks that may be assigned by management from time to time
  • Produce quality outputs and satisfy service level agreements with internal and external customers

REQUIREMENTS:

  • Graduate of Management, Business, Marketing, or related
  • Open to undergraduates provided at least 2nd year college and has at least 7 years of sales experience
  • 4 years of sales experience
  • Preferred industry experience: Insurance
  • Proven track record in sales and existing portfolio of clients
  • Intermediate knowledge in MS Word, MS Excel, and MS Powerpoint
  • Intermediate proficiency level in both English and Tagalog oral and written communication
  • Willing to do field work to meet up with clients
  • Experienced or knowledge in the insurance industry is an advantage
  • Can adapt to a fast-paced, start-up environment

WHAT'S IN IT FOR YOU:

  • Work-life balance and hybrid setup (3-4x a week onsite)
  • HMO and Personal Accident Insurance
  • Be part of a growing company
  • Grow your contact list
  • Have a direct impact on the sales and business development of the company

RESPONSIBILITIES AND DUTIES:

  • Achieves quarterly and yearly sales targets
  • Engages in on-the-ground market research to identify new opportunities for business
  • Develop business proposals for existing and new clients and determine cross-selling and up-selling opportunities
  • Organizes and conducts sales visits and prospect canvassing
  • Builds and maintains good business relationships with clients to encourage renewal or repeat transaction
  • Prepares and delivers presentations to clients
  • Manages the sales pipeline from qualified leads to closing of sales
  • Negotiates terms, contacts, and packages of new and existing accounts
  • Prepares and analyzes monthly sales performance
  • Facilitates research on competitor’s product offerings and their respective market performances
  • Establishes a knowledge storehouse of clients, referrals, presentations, and prospects
  • Work with other departments to ensure that customer needs are met
  • Performs related tasks that may be assigned by management from time to time
  • Produce quality outputs and satisfy service level agreements with internal and external customers

REQUIREMENTS:

  • Graduate of Management, Business, Marketing, or related
  • Open to undergraduates provided at least 2nd year college and has at least 7 years of sales experience
  • 4 years of sales experience
  • Preferred industry experience: Insurance
  • Proven track record in sales and existing portfolio of clients
  • Intermediate knowledge in MS Word, MS Excel, and MS Powerpoint
  • Intermediate proficiency level in both English and Tagalog oral and written communication
  • Willing to do field work to meet up with clients
  • Experienced or knowledge in the insurance industry is an advantage
  • Can adapt to a fast-paced, start-up environment