Financial Services Representative

3 hours ago


Roxas City, Western Visayas, Philippines Likha Careers Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Likha Careers. As a key member of our sales team, you will be responsible for achieving sales targets by offering customer-centric financial solutions that align with the unique needs and aspirations of our clients.

Your primary responsibility will be to forge strong and lasting relationships with customers, understanding their financial goals and needs, and providing expert guidance to help them plan for a better tomorrow. If you have a passion for delivering exceptional client service and a strong desire to succeed in a fast-paced sales environment, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Meet or exceed sales targets by offering customer-centric financial solutions
  • Forge strong and lasting relationships with customers
  • Understand customer financial goals and needs
  • Provide expert guidance to help customers plan for a better tomorrow

Requirements:

  • Completed at least 2 years in college + 2 years' experience in sales or customer service; OR completed a 4-year bachelor's degree + 1 year experience in sales or customer service
  • Fresh graduates from business-related courses are welcome
  • Effective communication of financial concepts to provide exceptional client service
  • Accepting applications from both licensed and unlicensed financial advisors
  • Willing to be assigned onsite at a bank branch

Preferred Qualifications:

  • For non-fresh graduates, a minimum of 6 months of client-facing experience, preferably in a financial institution
  • Displays positive values and a likable personality, building trust and maintaining strong client relationships

What We Offer:

  • All expenses related to training, required devices, and examination fees will be fully covered by the client
  • No application fees for this position


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