Sales Associate

Cepat Kredit Financing Inc.; Manila; On-site; PHP 201,000 - 290,000; Full time

Job summary

A financing company in Metro Manila is seeking a Sales Associate to generate leads and assist clients with loan applications. The role focuses on client acquisition and relationship management to achieve sales targets. Candidates should have a Bachelor's degree and strong communication skills. Fresh graduates are encouraged to apply. This position requires a willingness to do fieldwork.

Qualifications

• Preferred 1 year in sales, customer service, or banking/financial services. Fresh graduates welcome.
• Willingness to do fieldwork.
• Ability to work under pressure and meet sales targets.

Responsibilities

• Identify and prospect potential clients through fieldwork.
• Assist clients in filling out loan application forms.
• Coordinate with Credit and Loan Processing teams.
• Coordinate with Credit and Loan Processing teams for smooth processing.
• Follow up on application status and approvals.
• Maintain client relationships for repeat business and referrals.
• Meet individual and team sales targets.
• Submit reports on sales activities, pipeline, and performance.
• Attend product training and sales meetings.
• Perform other tasks as assigned by management.

Skills

Strong communication skills

Persuasion and negotiation

Organizational skills

Time management

Education

Bachelor’s degree in Business Administration, Marketing, Finance, or related field

Job description

The Sales Associate is responsible for generating leads, assisting clients in completing loan applications, and ensuring proper documentation for loan processing. The role focuses on client acquisition, relationship management, and providing excellent customer service to achieve sales targets and contribute to the growth of the company.

Duties and Responsibilities:

1. Identify and prospect potential clients through fieldwork, referrals, and online platforms.
2. Conduct initial client interviews to understand financial needs and recommend appropriate loan products.
3. Assist clients in filling out loan application forms and gathering necessary documentation.
4. Coordinate with the Credit and Loan Processing teams to ensure smooth application processing.
5. Follow up with clients regarding application status, additional requirements, and approvals.
6. Maintain good client relationships to ensure repeat business and referrals.
7. Achieve individual and team sales targets as set by the company.
8. Submit regular reports on sales activities, pipeline, and performance to the Sales Officer or Branch Manager.
9. Attend product training, sales meetings, and company events to stay updated on products and sales strategies.
10. Perform other related tasks as assigned by management.

Specifications:

• Education: Bachelor’s degree in Business Administration, Marketing, Finance, or related field (or equivalent experience).
• Experience: Preferably 1 year in sales, customer service, or banking/financial services; fresh graduates are welcome to apply.
• Skills:
• Strong communication and interpersonal skills.
• Ability to persuade and negotiate effectively.
• Good organizational and time-management skills.
• Other Requirements:
• Willingness to do fieldwork.
• Ability to work under pressure and meet sales targets.