Sales Executive for Lending or Financing

Work Arrangement: Onsite and field work.

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

Key Responsibilities:

A. Sales Execution & Target Achievement

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.

B. Lead Generation & Client Acquisition

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.

C. Sales Records & Pipeline Management

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.

D. Network Building & Collaboration

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.

E. Compliance & Professional Conduct

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.