Finance Consultant

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:

Willing to be assigned with our partner bank onsite - Batangas (Sto. Tomas/ Batangas/ Lemery/ Lipa / Balayan)

Graduate of any 4-year or 5-year Bachelor’s degree 

At least 1-2 years of solid 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 

• Ability to achieve sales targets on a monthly basis 
• Excellent communication and interpersonal skills 
• Ability to exhibit a strong aspiration to be an expert or leader in the future 
• Display an excellent team spirit 
• With desire to have a noble purpose in their career 
• Open to fresh graduates
• Career Shifter