Financial Services Representative

6 days ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time

**Job Description:**

We are seeking a Financial Services Representative to join our team. As a representative, you will be responsible for selling our financial services and loan products to potential clients.

**Key Responsibilities:**

  • Outbound Sales: Initiate phone calls to potential clients.
  • Inbound Sales: Handle incoming calls from potential clients.
  • Client Engagement: Build rapport with clients and provide tailored solutions.
  • Data Verification: Confirm client details and update CRM systems.
  • Follow-up: Conduct follow-up calls to ensure client satisfaction and close sales.

**Requirements:**

  • Experience: Sales experience, preferably in handling US clients.
  • Skills: Excellent communication and problem-solving skills.
  • Availability: Night shifts in the Philippines.
  • Equipment: Own equipment for WFH setup.
  • Relocation: Travel or relocate to Quezon City if needed.


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