Financial Sales Executive

Metro Manila, Philippines

Full time

Posted

Thursday, November 28th, 2024

Job Details

Location:

Metro Manila, Philippines

Industry:

Others

Visa Sponsorhip:

Not Available

Gender:

Female/Male

Contract Type:

Full time

Starting Date:

Salary:

Benefits:

About the role

Qualifications:

  • Bachelors degree (Open for fresh graduates and career shifters!)
  • Ability to achieve sales targets on a monthly basis
  • Excellent communication and interpersonal skills
  • Willing to be assigned in a bank
  • Willing to work ONSITE (Schedule: Banking hours)

 

Responsibilities:

  • Conduct lead generation activities, Schedule appointments with customers, Analyze financial needs and provide customized solutions, Prepare and submit customer applications.
  • Maintain customer relationships through after-sales service, Build a long-term relationship with bank partners, Encourage bank partners to refer customers, Refer customers to the bank for loans or savings/checking accounts, Keep the branch informed of daily activities, performance, and referrals.
  • Complete the Onboarding Program for technical and soft skills
  • Attend advanced training and designation programs
  • Obtain accreditation to run customer events

 

Perks:

  • Paid Trainings.
  • Tools and Equipment Provided.
  • With basic pay and unlimited commission.
  • Quarterly bonuses and travel incentives.
  • Observe Banking Hours and Philippine Holidays.

Responsibilities