Financial Services Representative

3 days ago


Taguig, National Capital Region, Philippines Carmudi Philippines Full time

About the Role:

We are seeking a Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and providing exceptional customer service.

Main Responsibilities:

  • Contact and engage with prospective clients to discuss their financial services needs and preferences.
  • Analyze client data and develop tailored financial solutions to meet their specific requirements.
  • Communicate complex financial concepts and services to clients in a clear and concise manner.
  • Collaborate with cross-functional teams to identify business opportunities and drive revenue growth.
  • Manage and maintain accurate records of client interactions and transactions.

Key Success Factors:

  • Strong understanding of financial products and services.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Results-driven and proactive approach to sales and customer service.

Qualifications:

  • Bachelor's degree in a relevant field, such as finance, accounting, or business.
  • Minimum 2 years of experience in sales or a related field.


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