Financial Sales Assistant

Job Purpose:

Daily Sales Activities

• Carry out continuous lead generation activities
• Set appointments, whether over the phone or face-to-face
• Conduct financial needs analysis and recommend customized solutions
• Prepare documents of customers and submit applications
• Strengthen customer relationship through after sales servicing

Relationship Management

• Build a long-term relationship with the bank partner
• Engage the bank partner to be active referrers
• Promote reciprocity by referring customers to the bank for a loan or savings/checking
• account
• Inform and update branch of daily activities, branch performance, status of referrals

Professional Development

• Complete the Onboarding Program encompassing technical and soft skills (Products, Sales
• Process, Distributor Tools)
• Attend advance training offerings and designation programs
• Get accredited to run customer events, whether in-branch or offsite

Minimum Qualification:

• Graduate of any 4-year or 5-year Bachelor's degree
• At least 3-6 months of working experience and a successful track record as: Retail sales or relationship officer, Car Sales, Property Specialist, Sales Associate, Sales Representative, Medical Sales Representative, Customer Service Representative, Bank Staff, Real Estate Broker