Financial Services Representative

1 day ago


Cabuyao, Calabarzon, Philippines beBeeProductivity Full time ₱900,000 - ₱1,200,000
Job Overview

We are seeking a driven and results-oriented sales specialist to take on the role of financial services representative. In this capacity, you will be responsible for offering cash loans and personal loans to prospective clients, guiding them through the application process, and ensuring a seamless customer experience.

Main Responsibilities:
  • Identify and engage with potential clients interested in cash or personal loan products through various channels.
  • Conduct thorough needs assessments to understand client financial requirements and recommend suitable loan solutions.
  • Clearly explain loan products, terms, and conditions to prospective borrowers.
  • Guide clients through the loan application process, ensuring accuracy and completeness of all required documentation.
  • Maintain a robust pipeline of leads and actively follow up to close sales and achieve monthly targets.
  • Build strong client relationships, providing excellent customer service throughout the loan lifecycle.
  • Stay up-to-date with market trends and regulatory changes in the personal loan industry.
Requirements:
  • Proven experience in sales, preferably in financial services or target-driven sales environments.
  • Demonstrable track record of meeting or exceeding sales quotas.
  • Experience with cash loans, personal loans, or consumer lending products is an advantage.
  • Familiarity with computer applications and software.


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