Financial Specialist ( Anywhere in Laguna
Full-time
TriAxis People Solutions
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 - LAGUNA (Sta. Rosa? Canuyao??Binan ? Calamba
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
Vacancy posted 8 hours ago
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