Job Description & Requirements
- Acquire, engage and prospect business owners using a variety of ways including cold calling, networking session, canvassing, own networks, social media platforms.
- Promote financial solutions such as Banking Facilities, Insurance, Property (Buy, Sell, Rent), Accounting Services.
- Bank Facilities include business term loans, commercial property loans, refinancing + equity cashout, invoice financing, residential propery loan, personal loans and more.
- Maintain rapport and cultivate long term professional relationships with clients.
- Provide prudent financial solutions for clients through an understanding of their financial requirements and needs.
- Ensure proper advisory procedures and documentation while adhering to the company’s policies and internal processes.
- Develop and maintain an active prospect pipeline to achieve sales targets and expand the company’s customer base.
- To be independent in handling clients on your own after the 3 months of probation. During the probation period, a Senior Consultant or Team Leader will be guiding and assisting you.
Who We Are Looking For?
- Sales driven position, self-motivated, willing to learn, resourceful, have initiative.
- Analytical and attentive to details.
- Not afraid to speak with client over the phone through cold calling.
- Candidates with no working experience or looking for an Entry level plan to venture into Banking/ Financial Services are welcome to apply.
- No education or certification required.
