Location
, metro manila, philippines
Job Type
Full-time
Posted
June 17, 2026
Job Description
Overview
We are looking for confident, optimistic, and driven individuals who aspire to build a career with purpose. As a Financial Sales 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 and enhance customer satisfaction.
Relationship Management
- Build and maintain strong partnerships with internal an...