Financial Services Account Executive

Overview

We are looking for confident, optimistic, and driven individuals who aspire to build a career with purpose. As a Financial Services Account Executive, you will offer tailored financial solutions to meet the needs of clients. Equipped with advanced digital tools and comprehensive training, you will excel in delivering customer-first solutions and building long-term relationships.

Key Responsibilities:

Sales & Client Engagement

• Generate leads and identify potential clients through proactive outreach.
• Schedule and conduct client meetings (in-person or via phone).
• Perform financial needs analysis and recommend customized solutions.
• Prepare and process client documentation and applications.
• Provide after-sales support to strengthen client relationships.

Relationship Management

• Build and maintain strong partnerships with internal and external stakeholders.
• Engage partners to actively refer clients for financial solutions.
• Promote reciprocity by referring clients to other financial products and services.
• Regularly update stakeholders on activities, performance, and referral status.

Professional Development

• Complete onboarding and training programs covering products, sales processes, and tools.
• Attend advanced training and certification programs for career growth.
• Get accredited to conduct client events, both onsite and offsite.

Qualifications:

• Graduate with a Bachelor's degree.
• 1-5 years of experience in sales or customer-facing roles (e.g., retail sales, real estate, banking, insurance, medical sales).
• Proven ability to meet or exceed monthly sales targets.
• Excellent communication and interpersonal skills.
• Strong aspiration for career growth and leadership opportunities.
• Team-oriented with a passion for helping clients achieve financial goals.
• Open to fresh graduates with strong sales potential.
• Willing to work onsite as required.