Inside Sales Consultant – Financial Education Programs

Outsourcey; Philippines; On-site; PHP 390,600 - 613,800; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Supportive sales team

Job summary

Outsourcey is seeking a driven Inside Sales professional in the Philippines to join our mission of revolutionizing global talent expansion. You will conduct high-volume outbound calls, manage inbound leads, and demonstrate our financial literacy and related education services via Zoom.

You will build long-term client relationships, identify buyer goals, and close new business while maintaining a strong sales pipeline.

Qualifications

• Min 2.5 Years of proven experience in inside sales or related closing role.
• Proven track record of meeting or exceeding sales quotas.
• Experience conducting virtual sales presentations via Zoom or similar platforms.
• Excellent verbal and written communication, presentation, negotiation, and relationship-building skills.
• Strong consultative selling and closing abilities.
• Ability to make a high volume of outbound sales calls.
• Experience managing both outbound prospecting and inbound sales opportunities.
• Proficiency with CRM systems and Microsoft 365, Google Workspace, Zoom.

Responsibilities

• Conduct a high volume of outbound sales calls via cold calling, networking, referrals, and prospecting activities.
• Manage inbound inquiries and follow up promptly with marketing-generated leads.
• Identify and prospect new business opportunities through market research.
• Conduct virtual sales meetings and product demonstrations via Zoom.
• Present financial literacy programs, educational products, or services to clients.
• Build rapport and establish long-term relationships with clients.
• Document all sales activities and follow-ups in the CRM.
• Meet or exceed daily, weekly, and monthly sales targets.
• Collaborate with leadership to improve sales messaging and customer experience.

Skills

Inside sales

Business development

Account management

Consultative selling

Closing high-ticket sales

Outbound prospecting

Inbound sales handling

Virtual presentations

CRM proficiency

Microsoft 365

Google Workspace

Zoom/ video conferencing

Pipeline management

Tools

CRM software

Microsoft 365

Google Workspace

Zoom

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements

• Min 2.5 Years of Proven Experience in inside sales, business development, account management, consultative sales, high-ticket sales, or a similar closing role
• Proven track record of consistently meeting or exceeding sales quotas and performance metrics
• Experience conducting virtual sales presentations and product demonstrations via Zoom or similar platforms
• Excellent verbal and written communication, presentation, negotiation, and relationship-building skills
• Strong consultative selling, objection-handling, and closing abilities
• Comfortable making a high volume of outbound sales calls each day
• Experience managing both outbound prospecting and inbound sales opportunities
• Proficiency with CRM systems, Microsoft 365 (Outlook, Excel, Word), Google Workspace, Zoom, and virtual communication platforms
• Highly organized with strong follow-up, pipeline management, and time management skills
• Self-motivated, competitive, resilient, and goal-oriented
• Ability to work independently with minimal supervision while consistently achieving performance goals
• Strong problem-solving and decision-making abilities
• Positive attitude with the ability to handle rejection professionally
• Experience selling financial literacy programs, consulting services, coaching programs, educational products, online courses, SaaS, digital products, or other professional services is highly preferred
• Flexibility to work evenings or weekends when business needs require

Core responsibilities

• Conduct a high volume of outbound sales calls to prospective customers through cold calling, networking, referrals, and prospecting activities
• Manage inbound inquiries and follow up promptly with marketing-generated leads
• Identify and prospect new business opportunities through market research and lead generation activities
• Conduct virtual sales meetings, consultations, and product demonstrations via Zoom or other video conferencing platforms
• Present financial literacy programs, educational products, consulting services, online courses, digital resources, and related solutions
• Build rapport and establish long‑term relationships with prospective and existing clients
• Identify customer goals, financial education needs, challenges, and objectives through consultative sales conversations
• Recommend the most appropriate programs and services based on each client's needs
• Clearly communicate product features, benefits, pricing, and value propositions
• Prepare proposals, negotiate pricing when appropriate, and confidently close new business
• Handle objections professionally while guiding prospects through the purchasing process
• Encourage long‑term client retention, including renewals of financial literacy curriculum and ongoing educational services
• Maintain consistent follow‑up with prospects to maximize conversion opportunities
• Develop and maintain a healthy sales pipeline
• Accurately document all sales activities, customer interactions, appointments, and follow‑up tasks within the CRM system
• Meet or exceed daily, weekly, and monthly sales activity, appointment, revenue, and closing goals
• Stay informed on industry trends, financial literacy initiatives, competitor offerings, and market conditions
• Collaborate with leadership and internal teams to improve sales messaging, presentations, and customer experience
• Deliver exceptional customer service throughout every stage of the sales process
• Build long‑term client relationships that generate repeat business and referrals
• Participate in additional business development and sales initiatives as assigned

Benefits

Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.