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Job Description

Company Description RAROCO Insurance Brokers Inc. is a professional insurance brokerage firm providing clients with a broad range of insurance solutions and risk management services. The company works with multiple insurance providers to offer tailored coverage options that meet diverse individual and business needs. RAROCO Insurance Brokers Inc. is committed to ethical practices, customer-focused service, and clear, unbiased guidance. Team members collaborate to help clients protect their assets and plan for long-term financial security.

Role Description The Sales Officer is a full-time, on-site role based in Makati City, responsible for driving new business and nurturing existing client relationships. Day-to-day tasks include identifying and qualifying leads, presenting insurance products and solutions, preparing quotations, and managing the end-to-end sales process from initial contact to policy issuance. The role involves coordinating with internal teams and insurance providers, maintaining accurate sales records, and ensuring timely follow-ups and renewals. The Sales Officer will engage in client meetings, respond to inquiries, provide after-sales support, and contribute to sales strategies and campaigns to achieve individual and team targets.

Qualifications

  • Strong Customer Service skills, with the ability to provide responsive, client-centered support and build long-term relationships.
  • Lead Generation and prospecting capabilities, including identifying potential clients and initiating contact through various channels.
  • Excellent Communication skills, both verbal and written, to explain insurance products clearly and negotiate effectively.
  • Experience in Sales Operations, including managing pipelines, preparing proposals, and maintaining accurate documentation.
  • Background in Channel Sales or partnership development, ideally with distributors, agents, or corporate accounts.
  • Relevant experience in insurance, financial services, or consultative sales is an advantage.
  • Ability to work on-site in Quezon City, manage time effectively, and meet performance targets.
  • Bachelor's degree in Business, Marketing, Finance, or a related field is preferred but not strictly required.
  • Proficiency in basic office software (e.g., spreadsheets, presentations, CRM tools) and willingness to learn new systems.

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