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Benefits offered by this job
Company-covered training expenses
Job summary
A financial services firm in La Union is seeking sales professionals to identify and source new clients, maintain relationships, and supervise sales associates in loan processing. The ideal candidate has strong sales and communication skills, with an advantage for those knowledgeable in lending products. Commitment to fieldwork and a two-week training in Ortigas Pasig with covered expenses is required.
Qualifications
Willing to engage in fieldwork to identify prospective clients.
Knowledge of lending products and loan application processes would be an advantage.
Willing to train in Ortigas Pasig for two weeks, with expenses covered.
Responsibilities
Identify and source new/potential clients through various channels.
Conduct cold calls and field visits to attract new clients.
Maintain strong relationships with existing clients and ensure renewal.
Supervise sales associates in assisting clients with loan applications.
Coordinate with processing teams for loan approvals.
Skills
Strong sales
Communication
Negotiation skills
Client relationship management
Job description
Responsibilities
Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers.
Conduct cold calls and field visits to attract new clients.
Maintain strong relationship with existing clients and ensure renewal.
Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications.
Coordinate with the credit and loan processing teams to facilitate the approval of loans.
Ensure that all loan applications meet company policies and regulatory requirements.
Prepare regular reports on sales performance and client feedback.
Participate in sales meetings, training sessions, and workshops to improve sales skills.
Assist the Branch manager in meeting and exceeding targets.
Acts as officer in charge in the absence of a Branch Manager or if instructed by Management.
May be assigned to supervise other branches in case of need and necessity.
Perform such other task as may be assigned from time to time.
Qualifications
Strong sales, communication and negotiation skills.
Willing to go on field work and can be assigned to other branches if needed.
Ability to build and maintain client relationships.
Knowledge of lending products, loan application processes would be an advantage.
Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations
Willing to train in Ortigas Pasig for two (2) weeks(hotel, food, and travel expenses will be covered by the company).