Financial Sales Specialist
5 days ago
Overview:
We are looking for confident, optimistic, and driven individuals who aspire to build a career with purpose. As a
Financial Services Account 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.
Key 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 for 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 for career growth.
- Get accredited to conduct client events, both onsite and offsite.
Qualifications:
- Graduate of any 4-year or 5-year Bachelor's degree.
- 1–2 years of experience
in sales or customer-facing roles (e.g., retail sales, real estate, banking, insurance, medical sales). - Proven ability to meet or exceed monthly sales targets.
- Open to fresh graduates with strong sales potential.
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