Position Responsibilities:

• Generates new account relationships, deepens and broadens existing relationships, and performs account handling and maintenance tasks to improve account profitability and expand business.
• Maintains cordial working relations with clients by ensuring timely and expeditious handling of clients’ financial needs and requirements.
• Prepares and ensure availability of documentary requirements.
• Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Account Officers and heads. 
• Promotes & facilitates referrals of MCBL products and services to existing and prospecting corporate accounts. 
• Conducts proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD), depending on client’s risk profile.
• Ensures daily email communications are checked and attended to.
• Attends meetings, trainings, conferences, and related learning activities as required by immediate head and/or management.
• Compliance to all HR System (Workday Employee Self Service) requirements and other HR deliverables within deadline provided.
• Ensure 100% completion of compliance trainings mandated by the company within deadline provided.  Strict adherence to all customer protection, privacy, data handling and other compliance, policy and regulatory requirements of the company. Compliance training includes Product Trainings, Product Orientation, promo cascades, and related activities geared toward product knowledge.
• Conduct post sales service to all clients and real-time escalation of complaints to concerned units.
• May be assigned to an IBS office temporarily or permanently, dedicated or clustered, depending on business requirement.
• Other relevant task/s that may be assigned from time to time.

Required Qualifications:

• Graduate of four-year course; preferably business course
• Relevant industry experience in the areas of insurance - handling corporate accounts, banking, marketing and sales, retail sales, pharma, hospitality, pre-need, and business center operations.
• Preferably with minimum one year work experience in Sales.
• Knowledgeable in Sales Process, Customer Service, Market Intelligence, working knowledge of Marketing, Accounting, and Management concepts/processes.
• Marketing, Negotiation, and Selling Skills; Excellent customer orientation Analysis and Problem Solving, Communication Skills; Decision-making; Planning and Organizational Skills;
• Proficiency in basic MS Office programs

Preferred Qualifications:

• Must be self-driven and highly motivated

• Personable, with good interpersonal and communication skills