Sales Executive for Lending or Financing

Preferred Qualification: Candidates with prior experience in financing or lending companies are highly preferred.

Key Responsibilities:

• Actively promote and sell the Company’s products and services to prospective and existing clients.
• Consistently achieve individual sales targets and contribute to the branch’s overall sales goals.
• Conduct sales presentations, client meetings, and follow-ups to close deals efficiently.

• Generate leads through field work, referrals, networking, and other approved sales channels.
• Build and maintain a personal pipeline of prospects and active clients.
• Develop and maintain strong relationships with clients to encourage repeat business and referrals.

• Maintain 100% accurate, updated, and properly documented sales tracker, ensuring that all leads, client information, and sales activities are logged and progressed in the sales pipeline within the required turnaround time.
• Ensure completeness and accuracy of all client and sales-related information submitted for processing.
• Regularly update the sales pipeline to reflect accurate deal status and progress.

• Build and maintain a network of freelance sales agents or referral partners, to expand sales reach, when applicable.
• Coordinate closely with the Branch Supervisor and other team members to align sales efforts with branch targets.
• Participate in sales meetings, coaching sessions, and product trainings as required.

• Adhere to company sales policies, guidelines, and ethical standards at all times.
• Ensure that all sales activities comply with internal procedures and regulatory requirements.
• Represent the Company professionally in all client interactions and field activities.
• Experience in sales, preferably in financing, lending, banking, or other financial services.
• Proven ability to meet or exceed sales targets and KPIs.
• Strong sales, negotiation, and relationship-building skills.
• Excellent communication and interpersonal skills.
• Willing to do onsite and field work, including client visits and lead generation activities.
• Proficient in Microsoft Office (Excel, Word, PowerPoint) and comfortable using CRM or sales tracking tools.
• Highly organized with strong attention to detail in documentation and sales pipeline management.