Financial Sales Executive

3 hours ago

Manila, National Capital Region, Philippines Q2 HR Solutions Full time ₱2,500,000 - ₱4,500,000 per year

About the Company
: We are looking for confident, optimistic, and driven individuals who aspire to build a career with purpose.

About the Role
: As a Financial Sales Executive, you will offer tailored financial solutions to meet the needs of clients. Equipped with advanced digital tools and comprehensive training, you will excel in delivering customer-first solutions and building long-term relationships.

Responsibilities
:

Sales & Client Engagement

  • Generate leads and identify potential clients through proactive outreach.
  • Schedule and conduct client meetings (in-person or via phone).
  • Perform financial needs analysis and recommend customized solutions.
  • Prepare and process client documentation and applications.
  • Provide after-sales support to strengthen client relationships.

Relationship Management

  • Build and maintain strong partnerships with internal and external stakeholders.
  • Engage partners to actively refer clients for financial solutions.
  • Promote reciprocity by referring clients to other financial products and services.
  • Regularly update stakeholders on activities, performance, and referral status.

Professional Development

  • Complete onboarding and training programs covering products, sales processes, and tools.
  • Attend advanced training and certification programs to advance your career.
  • Get accredited to conduct client events, both onsite and offsite.

Qualifications
:

  • Graduate of any 4-year or 5-year Bachelor's degree.
  • Preferably with 3 months of experience.
  • Proven ability to meet or exceed monthly sales targets.
  • Open to fresh graduates with strong sales potential.

Required Skills
:

  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficiency in using digital tools for sales and client management.

What We Offer

  • Comprehensive training and mentorship
  • Licensing support
  • Competitive commissions and performance incentives
  • Clear career growth path in the financial services field
  • Digital tools and marketing support

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