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Job summary
A finance company in Quezon City is looking for a candidate to manage client relationships through cold calling and financial product presentations. Responsibilities include assessing clients' financial needs and providing tailored solutions. Ideal candidates are college level or vocational graduates with at least 6 months of related experience. Knowledge of financial processes is a plus.
Qualifications
At least 6 months of related work experience or FIELDWORK.
Background in Financial or Loan Institution is an advantage but not required.
Willing to do 100% FIELD WORK.
Knowledgeable in Microsoft Office applications.
Familiarity with various loan and financial processes is an advantage.
Willing to do 100% field work.
Responsibilities
Prospect and cold call new leads.
Qualify leads based on financial needs.
Present financial products to clients.
Conduct needs assessments for clients.
Tailor financing solutions based on customer requirements.
Build long-term relationships with clients.
Provide ongoing support during the application process.
Skills
Cold calling
Lead qualification
Client relationship building
Financial product knowledge
Microsoft Office proficiency
Education
College level/Senior High Graduate/Vocational graduate
Tools
Microsoft Office
Loan processes knowledge
Job description
Responsibilities
Prospect and cold call: Reach out to new leads through phone calls, emails, and networking events, offering solutions that align with the client’s financial needs.
Qualify leads: Assess the financial needs and creditworthiness of potential clients to determine which products are most suitable for them.
Present financial products: Meet with potential clients in person to discuss financial solutions, explaining product features, benefits, and eligibility criteria.
Conduct needs assessments: Understand the client's financial goals, challenges, and pain points, offering personalized solutions that align with their needs.
Tailor financing solutions: Recommend specific financial products, such as loans, credit lines, or leasing programs, based on customer requirements.
Build long-term relationships: Foster strong relationships with existing clients to encourage repeat business, referrals, and renewals.
Provide ongoing support: Assist clients throughout the application and approval process, addressing any questions or concerns they may have.
Qualifications
College level/Senior High Graduate/Vocation graduate are welcome to apply.
At least 6 months related work experience or any FIELDWORK.
Background in Financial or Loan Institution is an advantage but not required.
Knowledgeable in Microsoft office applications.
Familiarity with the different Loan and financial Processes is an advantage.