Financial Sales Specialist

1 week ago

Manila, Philippines Q2 HR Solutions Full time

Financial Sales Associate/Specialist We are looking for confident, optimistic, and driven individuals who aspire to build a career with purpose. As a Financial Sales Associate/Specialist , you will offer tailored financial solutions to meet the needs of clients. Equipped with advanced digital tools and comprehensive training, you will excel in delivering customer-first solutions and building long-term relationships. Key Responsibilities: Generate leads and identify potential clients through proactive outreach. Schedule and conduct client meetings (in-person or via phone). Perform financial needs analysis and recommend customized solutions. Prepare and process client documentation and applications. Provide after-sales support to strengthen client relationships. Relationship Management Build and maintain strong partnerships with internal and external stakeholders. Engage partners to actively refer clients for financial solutions. Promote reciprocity by referring clients for other financial products and services. Regularly update stakeholders on activities, performance, and referral status. Professional Development Complete onboarding and training programs covering products, sales processes, and tools. Attend advanced training and certification programs for career growth. Get accredited to conduct client events, both onsite and offsite. Qualifications: Graduate of any 4-year or 5-year Bachelor’s degree. Preferably with 3 months of experience in sales or customer-facing roles (e.g., retail sales, real estate, banking, insurance, medical sales). Proven ability to meet or exceed monthly sales targets. Open to fresh graduates with strong sales potential. Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Industries Human Resources Services #J-18808-Ljbffr

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