Financial Services Sales Consultant
EMS
contract
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteSalary
💰 $7 per hour
Job Level
JuniorMid-Level
About the role
- Engage with inbound and outbound leads to introduce financial service offerings and generate interest.
- Conduct client consultations to understand financial needs, eligibility, and service fit.
- Present solutions clearly and persuasively, ensuring transparency in costs, terms, and processes.
- Build trust and rapport with potential clients through consultative communication and professionalism.
- Guide clients through the agreement process to ensure a seamless and compliant close.
- Maintain consistent follow-up to maximize conversions and strengthen long-term client relationships.
- Collaborate with internal teams to ensure timely and accurate onboarding of new clients.
- Track all activities, leads, and client interactions accurately in CRM systems.
- Stay current on relevant financial regulations, service offerings, and market trends.
- Provide feedback to leadership on client concerns, objections, and areas for process improvement.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred.
- 2+ years of experience in financial services sales, business development, or teleconsulting.
- Proven track record of exceeding sales targets in a performance-based role.
- Strong communication and negotiation skills with a client-centric mindset.
- Excellent attention to detail, time management, and follow-up discipline.
- High integrity, professionalism, and ability to explain complex information in simple terms.
- Proficiency in Microsoft Office Suite, CRM platforms (GHL), and online communication tools.
- Self-motivated, goal-oriented, and capable of working with minimal supervision.
- Experience working with U.S.-based clients is a plus.
Benefits
- Ineligible 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services salesbusiness developmentteleconsultingsales targetsclient consultationsfinancial needs assessmentagreement processmarket trendscompliance
Soft skills
communication skillsnegotiation skillsclient-centric mindsetattention to detailtime managementfollow-up disciplineintegrityprofessionalismconsultative communicationrelationship building