Phil Exeqsearch Solutions Inc.,
Phil Exeqsearch Solutions Inc.,

Account Officers - New Business  

Phil Exeqsearch Solutions Inc.,

  • Pasig, Philippines
    Unit 908, The Taipan Place, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 7 years ago

2016-11-03T16:00:00+00:00
Job closed.

Job Description

  • Achieves 100% of assigned business target.
  • Submits and provides baseline information on industries assigned.
  • Provides client information and updates & customer feedback to the BDM.
  • Conducts handling of accounts following the approved corporate direct sales process.
  • Endorses proposals to BDM and AVP with limits up to the Actuarial approved rates.
  • Reviews and provides recommendations on pricing, on benefits package and the like to see the feasibility of closing the account.
  • Escalates all pricing and benefit concerns to the BDM to discuss for approval with the President.
  • Prepares client proposals, presentation materials, and correspondences.
  • Schedules meetings, presentations and negotiations depending on the size and sensitivity of account.
  • Endorses new accounts together with all the attachments and supporting documents provided by the Account Officer to Actuarial Team, QRFT, Underwriting Team, and Account Management Support Team.
  • Monitors assigned accounts and leads on a monthly basis, together with the required information on industry reports.
  • Attends internal meetings as required.
  • Collaborates with the team and the co-AOs on project planning.
  • Compliance with account requirements on KYC policies, good governance, and other policies concerning accounts management

Minimum Qualifications

  • Graduate of any four-year Business Course
  • With at least 1-3 year experience in Client Acquiring and Accounts Management
  • Willing to work in Taguig or Makati
  • Can start immediately

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
Unit 908, The Taipan Place, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Management Consulting
Vacancy
10 openings
Website
http://www.philexeqsearch.com

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About Phil Exeqsearch Solutions Inc.,

Phil Exeqsearch primarily caters to a diversified portfolio of companies from different industries, offering services such as onetime placement, headhunting, and executive search services. It aims to effectively bridge capable and highly qualified individuals to diverse businesses that will help them take advantage of their skills, interests, and resources for their common good.

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