Financial Sales Representative

Formulates specialized investment ideas and pitching to wider range of institutional investorsDevelops and maintains high quality relationships with clientsMonitors client's preferences and assess their investment goals Institutional Equity Sales Responsibilities:Formulates specialized investment ideas and pitching to wider range of institutional...

Full time Add expected salary to your profile for insights This is an exciting lead generation opportunity for an enthusiastic individual who wants to develop their sales career within a leading financial services software organization. As a Sales Development Representative, you will act as the liaison between our Marketing and Sales teams. Your role will...

Professional Sales Representative is responsible for generating leads and meeting sales goals. Duties will include sales presentations and product demonstrations, as well as negotiating contracts with potential clients.In order to be successful in this role, you will need to have a deep understanding of the salesprocess and dynamics, and also superb...

Develops collateral requirements for various sales campaigns and initiatives including, but not limited to, PowerPoint presentations, content for pitch letters, follow-up/win-back, and first investment campaignsCoordinates and works with the entire Sales team to gain an understanding of the requirements and creates/executes designs and contents to reflect...

We are seeking a motivated and well-spoken inside sales representative to join our sales team. The inside sales representative will develop new leads, communicate with customers, understand their needs, and ensure a smooth sales process. You should be able to close sales and meet targets.To be successful as an inside sales representative, you should be able...

Job Summary:KDCI Outsourcing is seeking a motivated and detail-oriented Sales Support Representative to provide excellent administrative support to our sales team. The successful candidate will be responsible for managing and maintaining accurate client data, coordinating communication between our sales representatives and clients, and assisting with general...

Sales Representative - PasigHiring nowDo you have skills in customer persuasion? It's the best time to join a fast-paced company that provides recognition and accolades to its top performers AtResultsCX, we value ourteam in providing excellent customer service experience to our clients while building a more compelling communityin our workplace.We strive to...

Responsibilities:Maintain accurate and up-to-date client data in our CRM system.Assist with creating and updating Purchase orders; Process FBA orders.Will be responsible in creating Sell sheets and invoices.Purchase never purchase links.Review and Issue RA'sFollowing up emails externally; Sending internal follow-up emails and requests.Coordinate...

Why ClearSource?ClearSource is a people-driven company focused on delivering exceptional customer experiences every day We truly believe in our Core Values – Customer First, Personal Accountability, Humble Courage, Hungry, and Happy & Healthy. They define ClearSource's DNA and make us a great company to work for. We support all our people in helping them...

Retail Assistants (Retail & Consumer Products) Focus on opening government accounts and joining biddingFacilitates the requirements of newly acquired accounts and PowerPoint presentations to clientsProcess the on-time collection of accountsConducts product sampling, bookings, and collection of Christmas Hams from HRI and other accounts;Qualifications The...

Are you thrilled about delivering outstanding customer service? We're looking for a lively Customer Service Representative. They will work in financial services in Pasig - Ortigas.Your Key ResponsibilitiesAssist clients with financial inquiries and concerns.Provide accurate information about financial products and services.Maintain a high level of...

AbleSpace is a caseload management tool designed specifically for special education professionals in US schools. Launched 5 years ago, AbleSpace has become a leading solution in the US K-12 education sector, empowering teachers and administrators to streamline caseload management, track student progress, and enhance collaboration among multidisciplinary...

QUALIFICATIONSCommunication, Data, and Analytical Skills➢ Exceptional over-the-phone presentation skills and clear English speaking.➢ Excellent interpersonal and overall communication skills – over the phone and clear English speaking and writing.➢ Experience working with inbound and outbound calls, emails, chat and other communication.➢...

Are you excited about delivering top-notch customer service? We're hiring a Customer Service Representative to join in Pasig Ortigas Julia Vargas. The role will focus on the Credit Reporting Agency Financial account.Your Key ResponsibilitiesProvide excellent customer service support, addressing inquiries and resolving concerns.Maintain accurate records of...

Are you excited about delivering top-notch customer service? We're hiring a Customer Service Representative to join in Pasig - Ortigas Julia Vargas. The role will focus on the Credit Reporting Agency Financial account.Your Key ResponsibilitiesProvide excellent customer service support, addressing inquiries and resolving concerns.Maintain accurate records of...

Handles approval of online account applications/checking of account-opening information and requirements in a timely mannerEducates customers on available products and services of COL and assists them from the application phase all the way to their first tradeHandles all communication with customers using Sales communication channelsAttends to walk-in...

Are you thrilled about delivering outstanding customer service? We're looking for a lively Customer Service Representative. They will work in financial services in Pasig Ortigas.Your Key ResponsibilitiesAssist clients with financial inquiries and concerns.Provide accurate information about financial products and services.Maintain a high level of...

Full time Add expected salary to your profile for insights Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?The Sales Administration Manager will lead a dedicated team of six, comprising appointment bookers and sales support specialists, to support the activities of three sales representatives focused on raising...

Are you excited about delivering top-notch customer service? We're hiring a Customer Service Representative to join in Pasig Silver City. The role will focus on the Financial account.Your Key ResponsibilitiesProvide excellent customer service support, addressing inquiries and resolving concerns.Maintain accurate records of customer interactions and...

Financial Planning & Analysis Specialist (Corporate)• Performs and analyses financial models and results, data accuracy, trends, depreciation, working capital, cash flow, investments, and variance analysis as needed.• Support forecasting and financial planning activities• Prepares reports of findings and recommendations, compiles and consolidates...