Job Description: Sales Executive Finance Company

Position Title: Sales Executive
Department: Sales & Business Development
Location: [Location]
Reports To: Sales Manager / Director of Sales
Employment Type: Full-time

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Position Overview

We are seeking a motivated and results-driven Sales Executive to join our finance company. The ideal candidate will have a strong interest in financial products and services, with the ability to identify new business opportunities, build client relationships, and drive sales growth. This role is perfect for someone who is passionate about the financial services industry, has excellent communication skills, and is eager to contribute to the success of the team.

Key Responsibilities

1. Lead Generation & Prospecting

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2. Sales Presentations & Consultations

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3. Client Relationship Management

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4. Sales Process Management

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5. Market Intelligence & Industry Research

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6. Collaboration with Sales Team

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7. Sales Reporting

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8. Compliance & Risk Management

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Key Skills & Qualifications

• Experience: Minimum 2 years of experience in sales, preferably in the financial services industry (e.g., loans, insurance, investments).

• Education: Bachelor s degree in Business, Finance, Economics, or a related field (preferred).

• Skills:

  • Strong communication, negotiation, and presentation skills.

  • Ability to understand and explain complex financial products and services.

  • Self-starter with a strong sense of accountability and motivation to meet sales targets.

  • Excellent interpersonal skills and ability to establish rapport with clients.

  • Proficient in CRM software (e.g., Salesforce) and Microsoft Office Suite.

  • Strong organizational skills and attention to detail.