Business Sales Development Associate
Job Summary
The Business Sales Development Associate is responsible for delivering expert financial advice and solutions to clients. This role focuses on active sales prospecting, conducting financial consultations, and building long-term client relationships to achieve business growth. Successful candidates will manage sales pipelines, develop customized financial plans, and provide ongoing wealth management guidance.
Responsibilities
- Prospecting and lead generation
- Conducting client financial assessments
- Developing customized financial plans
- Managing sales pipeline and CRM
- Maintaining client relationship and portfolio reviews
Required Skills
- Consultative Sales
- Financial Planning
- Analytical Skills
- Communication and Networking
- Investment and Insurance knowledge
Job Details
Revenue Generation:
- Actively prospect and generate leads through referrals, networking, and outreach.
- Conduct client meetings to assess financial needs, goals, and risk tolerance.
- Present and recommend appropriate financial products and services.
- Utilize effective sales techniques to convert prospects into clients and meet sales targets.
- Collaborate with team members to develop innovative sales strategies.
- Expand the client base through relationship-building and proactive sales efforts.
- Manage the sales pipeline using CRM tools.
- Stay informed about market trends, product offerings, and competitor activities.
Consultation and Financial Planning:
- Conduct financial assessments to analyze clients' current financial status.
- Develop customized financial plans aligned with clients' goals and risk tolerance.
- Provide expert advice on investments, insurance, retirement planning, and wealth management.
- Educate clients on financial literacy to empower informed decisions.
- Deliver compelling presentations during consultations.
- Review and adjust financial plans to ensure ongoing relevance.
- Offer continuous financial guidance, especially during significant life events.
- Stay updated on Philippine financial regulations and compliance.
Client Relationship Management:
- Build and maintain strong, long-term client relationships based on trust.
- Provide exceptional service, addressing inquiries and concerns promptly.
- Conduct regular portfolio reviews with clients.
- Communicate market updates and investment insights proactively.
- Organize appreciation events to enhance client loyalty.
Qualifications & Requirements:
- Educational Qualifications: Bachelor's degree in finance, business, economics or a related field.
- Experience: Previous experience in sales, banking, or insurance is advantageous. Open to Fresh Graduates/Students.
- Working Conditions: Primarily office-based with opportunities for remote work. May require travel for client meetings and networking events.
- Qualities and Traits: Highly People Oriented with strong communication and interpersonal skills. A commitment to service excellence and client satisfaction.
- Skills and Competencies: Proficient in Consultative Sales, Online Sales, Telemarketing, Fund Sales, Futures Sale, Bond Transaction, Foreign Exchange Transactions, and Service Calculators.