Sales Professional

3 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱4,500,000 - ₱8,000,000
Job Title: Financial Sales Associate

Key Responsibilities

The role of a financial sales associate is multifaceted and involves interacting closely with clients to provide life insurance solutions. Working in tandem with branch sales and service teams, you will be responsible for delivering high-quality customer experiences that cater to the diverse needs of our clients.

Main responsibilities include providing comprehensive life insurance and wealth management solutions to clients, working collaboratively with the branch sales and service teams to identify innovative product solutions that address client protection, savings, and investment needs.

You will also maintain long-term relationships with clients through exceptional customer service, assist the business center in achieving sales goals by generating leads, converting leads, acquiring new accounts, maintaining existing accounts, and cross-selling products.

Daily tasks may involve preparing and reviewing monthly sales call plans, daily sales call reports, and client data to ensure accurate recording and action planning. You will conduct client calls, sales presentations, and other sales activities to meet sales targets.

Furthermore, you will develop new account relationships, deepen existing ones, and handle account maintenance tasks to boost account profitability. Ensure timely and expeditious handling of clients' financial needs and requirements, prepare and maintain documentary requirements for clients.

In addition, conduct market research, competitor analysis, telesales, and on-site product presentations to acquire new business. Promote referrals of MCBL products and services to existing and prospective clients.

Ensure compliance with Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD) as required by clients' risk profiles. Check and respond to daily email communications, attend meetings, trainings, conferences, and learning activities as required.

Adhere to HR System (Workday Employee Self Service) requirements and complete compliance trainings within deadlines. Review policies to provide quality customer experience, offering updates and financial advice to upsell, resell, cross-sell, or generate leads.

Offer post-sales service to clients, escalating complaints to relevant units in real-time. Facilitate collection via various payment methods. Plan leads with the Branch Manager to generate quality sales leads.

Requirements
  • Bachelor's/College Degree is required.
  • Work experience in bancassurance sales is highly preferred but those with sales and customer service experience from banking, transport, pharmaceutical, FMCG, hospitality, and IT industries are also encouraged to apply.
Preferred Qualifications
  • Must be self-driven and highly motivated.
  • Personable with good interpersonal and communication skills.
About This Role

This is an exciting opportunity to join a dynamic team where you can leverage your expertise in sales and customer service to deliver exceptional results. As a financial sales associate, you will have the chance to work closely with clients to understand their needs and preferences, and tailor our products and services to meet those needs.

If you are a driven individual with excellent communication and interpersonal skills, who is passionate about delivering outstanding customer experiences, we encourage you to apply for this role. We look forward to hearing from you

  • Director of Sales and Marketing

    1 week ago

    Manila, National Capital Region, Philippines OLIVIA Professional Solutions Full time ₱70,000 - ₱110,000 per year

    Job Ad: Director of Sales and Marketing (Remote – Philippines)Be a Game-Changer in a Fast-Growing, Mission-Driven CompanyAt Olivia Professional Solutions, we help home care agency owners in the U.S. scale their operations through our handpicked, highly-trained virtual assistants from the Philippines. Founded by healthcare entrepreneur Kat Villanueva, we're...

  • Sales Development Representative

    1 week ago

    Manila, National Capital Region, Philippines TG Sales Agency Full time $3,000 - $6,000 per year

    We're looking for a highly organized and proactive Business Development Associate (BDA) to support lead generation, manage client sales pipelines, and provide tailored outreach and follow-up across multiple client accounts. This role is ideal for someone who thrives on variety, can adapt quickly, and balances task execution with client relationship...

  • Sales Executive

    2 days ago

    Manila, National Capital Region, Philippines beBee,qualifications:,sales-executive Full time $130,000 - $170,000

    Mid-Market Sales Executive OpportunitiesWe're seeking an experienced sales professional to join our team as a Mid-Market Sales Executive. In this role, you will be responsible for driving growth and revenue in the mid-market segment.Develop strong relationships with customers and stakeholders to understand their business needs and provide tailored...

  • Sales Professional

    2 days ago

    Manila, National Capital Region, Philippines beBeeRemote Full time ₱100,000 - ₱120,000

    The ideal candidate will be responsible for making outbound calls to prospective and existing customers, presenting and promoting products and services effectively, identifying customer needs and recommending suitable solutions. They will also be required to meet or exceed sales targets and performance metrics, maintain accurate records of customer...

  • Sales Professional

    1 day ago

    Manila, National Capital Region, Philippines beBeeCustomer Full time $35,000 - $60,000

    Remote Sales Representative OpportunityWe're seeking a motivated and customer-focused sales professional to join our team. You'll support customers throughout their shopping experience while contributing to sales goals and retention.Key Responsibilities:Customer Assistance: Respond to customer inquiries with clarity, warmth, and professionalism.Sales...

  • Sales Professional

    2 days ago

    Manila, National Capital Region, Philippines beBeeGrowth Full time $80,000 - $120,000

    Drive Business Growth">We are seeking an experienced sales professional to drive business growth and expand our client base.Key ResponsibilitiesDevelop and execute business strategies to drive revenue growth.Manage and maintain relationships with existing clients.Negotiate agreements with clients to secure favorable terms.Monitor market trends and competitor...

  • Sales Professional

    2 days ago

    Manila, National Capital Region, Philippines beBeeAccount Full time ₱360,000 - ₱420,000

    As a remote sales professional, you will be responsible for cultivating long-term client relationships and driving business growth.Job Description:Manage existing accounts, identify new opportunities, and build strategic partnerships to expand our customer base.Develop and execute targeted sales strategies to meet or exceed monthly sales performance...

  • Sales Admin Assistant

    1 week ago

    Manila, National Capital Region, Philippines Henry's Professional Photo Mktg. Inc. Full time ₱200,000 - ₱240,000 per year

    Job Overview: We are looking for a Sales Admin Assistant to support our Corporate Sales team with administrative tasks, customer service, and order management. This is a great opportunity to join a dynamic team and help ensure smooth operations in our sales department.Key Responsibilities:Assist the sales team with administrative tasks, including preparing...

  • Sales Professional

    2 days ago

    Manila, National Capital Region, Philippines beBeeAdministrative Full time $14,400 - $16,800

    Job Title: Sales AdministratorAre you an experienced sales professional looking to take your career to the next level? This could be the perfect opportunity for you.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their needs and providing tailored solutions.Work closely with internal teams to ensure seamless...

  • Sales Professional

    2 days ago

    Manila, National Capital Region, Philippines beBeeAppointment Full time $40,000 - $60,000

    Job SummaryWe are seeking a highly skilled and dedicated individual to join our team as an Appointment Setter. This role involves making outbound cold calls to prospects, qualifying leads, and effectively communicating our business offering.This is a unique opportunity to leverage your exceptional communication skills and experience in B2B calling and...