Banking Sales Representative

4 weeks ago


Roxas City, Western Visayas, Philippines Likha Careers Full time
Empower Filipinos through Effective Financial Planning

We are seeking a highly skilled Banking Sales Officer to join our team at Likha Careers. As a key member of our bancassurance team, you will play a crucial role in achieving our sales targets by offering customer-centric financial solutions that align with the unique needs and aspirations of our clients.

About the Role

As a Banking Sales Officer, 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. You will serve as the main point of contact, working closely with clients to provide personalized financial solutions that meet their unique needs.

Key Responsibilities
  • Meet and exceed sales targets by offering customer-centric financial solutions
  • Build and maintain strong relationships with clients through effective communication and exceptional customer service
  • Understand and analyze clients' financial goals and needs to provide tailored financial solutions
  • Work closely with clients to develop and implement personalized financial plans
  • Stay up-to-date with industry trends and developments to provide expert guidance to clients
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

Please be aware that there are no application fees for this position. All expenses related to training, required devices, and examination fees will be fully covered by the client. We do not require or request any form of payment during the application process. Any requests for payments in connection with this job posting should be considered fraudulent and reported immediately to our recruiting department at jobs@likhacareers.com.


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