Financial Solutions Sales & Marketing Lead - Jakarta

veroza.co; Kota Bandung; On-site; IDR 90,000,000 - 140,000,000; Full time

Job summary

veroza.co is a Jakarta-based financial consulting agency seeking a full-time Sales & Marketing Specialist to acquire new clients and build lasting relationships. The role focuses on understanding client needs and delivering tailored financial stability programs to support long-term goals.

You're expected to engage in networking, consultations, and end-to-end client management while contributing to marketing efforts and maintaining accurate records.

Responsibilities

• Identify and develop new client opportunities through networking, referrals, and marketing activities.
• Conduct client consultations to understand financial needs, goals, and priorities.
• Present and recommend suitable Financial Stability Programs based on client needs.
• Manage the end-to-end client journey, from initial approach and consultation to follow-up and onboarding.
• Build and maintain long-term relationships with clients and business partners.
• Participate in marketing campaigns, networking events, and promotional activities.
• Maintain accurate client and sales records and monitor performance against targets.
• Collaborate with the team to develop effective sales and marketing strategies.
• Continuously develop knowledge in financial planning, client engagement, and business development.
• Support team development through sharing best practices, sales techniques, and product knowledge.

Job description

veroza.co is a Jakarta-based financial consulting agency seeking a full-time Sales & Marketing Specialist to acquire new clients and build lasting relationships. The role focuses on understanding client needs and delivering tailored financial stability programs to support long-term goals.

You're expected to engage in networking, consultations, and end-to-end client management while contributing to marketing efforts and maintaining accurate records.