Financial Sales Executive

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

Qualifications:

• Ability to achieve sales targets on a monthly basis
• Excellent communication and interpersonal skills
• Willing to be assigned in bank
• Willing to work Monday - Friday, Onsite (Schedule: Banking hours)

Perks:

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