Sales & Business Development Representatives - Financial Account

5 days ago

Legazpi, Bicol, Philippines Auctrix Full time ₱300,000 - ₱600,000 per year
Job Description
Job Rationale

We are looking for a high-performing and driven Sales Representative to join our contract-based team supporting a leading provider of online trading services in the global financial markets. This role is dedicated to acquiring new clients, securing funded accounts, and cultivating lasting client relationships through strategic communication, outreach, and event participation.

You will be part of a fast-paced, performance-based environment where targets are clear, incentives are competitive, and excellence is rewarded.

Key Responsibilities
  • Your primary KPIs will include securing newly opened and actively funded accounts, maintaining ongoing client engagement, and meeting monthly performance goals.
  • Engage and convert qualified leads through high-volume outbound calls, email communication, live chats, and social media follow-ups.
  • Assist clients through the end-to-end onboarding process, including platform walkthroughs, documentation guidance, and funding support.
  • Deliver clear and compliant product presentations tailored to individual client profiles and investment interests.
  • Represent the brand during online and offline events, including expos, seminars, and webinars, as a trusted voice for the company's offerings.
  • Build long-term client relationships by providing timely support, updates, and relevant market insights.
  • Proactively address client concerns and objections to drive satisfaction and retention.
  • Track and report sales progress, lead statuses, and market feedback using CRM tools and performance dashboards.
  • Coordinate with internal departments to ensure seamless client servicing and fulfillment of commitments.
  • Stay up to date with platform enhancements, global market trends, and competitive positioning.
Requirements

Key Qualifications
  • Minimum of 1-2 years' experience in outbound sales, client acquisition, or business development (preferably in financial services, digital platforms, or e-commerce).
  • Excellent verbal and written communication skills, with the ability to present confidently and build strong rapport.
  • Strong track record of achieving or exceeding KPIs in a target-driven environment.
  • Highly skilled in objection handling, client follow-through, and pipeline management.
  • Tech-savvy, organized, and comfortable using CRM systems, spreadsheets, and digital tools.
  • Able to work on a rotating schedule, including evenings or weekends based on campaign requirements and client availability.
  • Knowledge or genuine interest in global financial markets and online trading platforms is a strong advantage.
Benefits

Compensation & Benefits
  • Competitive base salary plus uncapped performance-based commissions
  • Daily meal, transportation, and rice allowances
  • Monthly, quarterly, and annual incentives and recognitions for top performers
  • Paid leaves for performance milestone achievements
  • Exposure to financial services and digital investment tools
  • Training, mentorship, and regular coaching from senior team leaders and financial market experts
  • Opportunities to represent the company in local or international industry event

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