A financial services provider in Manila is seeking a Sales Officer to source new clients and maintain relationships. Key responsibilities include conducting presentations, supervising sales staff, and ensuring loan applications meet regulatory requirements. The ideal candidate has strong sales and communication skills, is willing to engage in fieldwork, and has knowledge of lending products. This role involves collaboration with credit teams and preparing performance reports.
Qualifications
Strong sales, communication, and negotiation skills are essential.
Willing to engage in fieldwork and train for two weeks in Ortigas Pasig.
Knowledge of lending products and loan application processes is an advantage.
Responsibilities
Identify and source new potential clients through various channels.
Conduct product presentations and sales pitches to prospective customers.
Maintain strong relationships with existing clients and ensure renewal.
Supervise sales associates to assist clients with loan applications.
Coordinate with credit and loan processing teams for loan approvals.
Prepare regular reports on sales performance and client feedback.
Skills
Strong sales skills
Communication skills
Negotiation skills
Ability to build client relationships
Job description
Roles and 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.
Requirements
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