Financial Sales Specialist

4 days ago

Manila, National Capital Region, Philippines Q2 HR Solutions Full time ₱800,000 - ₱1,200,000 per year

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.

  • Financial Sales Associate

    3 weeks ago

    Manila, National Capital Region, Philippines Manulife Financial Full time

    OverviewThe Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/she will work in coordination with branch Sales and Service teams, and we are looking for a dynamic individual with an independent mindset and drive to succeed.ResponsibilitiesThe Financial Sales Associate is responsible for providing life...

  • Financial Sales Associate

    2 weeks ago

    Manila, National Capital Region, Philippines Manulife Financial Full time

    The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.Position ResponsibilitiesThe Financial Sales Associate is responsible for providing...

  • Financial Sales Associate

    3 weeks ago

    Manila, National Capital Region, Philippines Manulife Financial Full time

    Position OverviewThe Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch, Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.ResponsibilitiesThe Financial Sales Associate is responsible for...

  • Financial Sales Associate

    4 weeks ago

    Manila, National Capital Region, Philippines Manulife Financial Full time

    The Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.Position Responsibilities:The Financial Sales Associate is responsible for providing...

  • Wellness Sales Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines Tribe Wellness Sales, Inc Full time ₱40,000 - ₱80,000 per year

    Who We Are:At Tribe Wellness Sales, Inc., we teach ourProtocol Review Specialistshow to ethically sell health and wellness products to help our customers live a healthy and fulfilling life.We are currently seeking independentProtocol Review Specialiststo attend our Protocol Review Appointments with the goal of generating sales of health and wellness...

  • Sales Representative

    5 hours ago

    Manila, National Capital Region, Philippines Spring Financial Full time ₱1,200,000 - ₱1,800,000 per year

    Compensation & BenefitsBase Pay: 28,000-35,000 pesos/monthlyPaid Time OffInternet Grant (Worth 2,000 pesos)Performance Bonus paid weeklyYou'll receive ongoing training from our Team Managers, who have previously performed the same job and will help you to master itObjection Handling & Credit Rebuilding SalesServe as the final point of contact for customers...

  • Financial Services Representative

    4 days ago

    Manila, National Capital Region, Philippines Spring Financial Full time ₱360,000 - ₱840,000 per year

    Compensation & BenefitsBase Pay: 28,000-35,000 pesos/monthlyPaid Time OffInternet Grant (Worth 2,000 pesos)Performance Bonus 1,000 - 5,000 pesos/weekYou'll receive ongoing training from our Team Managers, who have previously performed the same job and will help you to master it3 Key Responsibilities:1. Objection Handling & Credit Rebuilding Sales:Engage in...

  • Financial Sales Specialist

    4 weeks ago

    Manila, National Capital Region, Philippines Q2 HR Solutions Full time

    OverviewWe 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...

  • Regional Sales Manager

    3 weeks ago

    Manila, National Capital Region, Philippines Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Permit Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines TaxValet — Fractional Sales Tax Department Full time ₱720,000 - ₱840,000 per year

    About TaxValetWe're not just a tax company. We're an emotions company.We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just so...