Sales Executive - Financial Planning

A&B Organisation · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 2500 - 3750
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📋 Tanggung Jawab Pekerjaan

Identify and develop sales opportunities through market research and client relationship management.,Manage and maintain client relationships to ensure customer satisfaction and loyalty.,Attend industry events and network with potential clients to expand our reach.,Collaborate with the sales team to achieve monthly and quarterly sales targets.,Provide financial planning solutions tailored to the needs of our clients.,Monitor and analyze sales performance to identify areas for improvement.,Maintain accurate and up-to-date records of all sales activities and client interactions.,Provide regular reports and updates to the sales manager on sales performance and progress.

🎓 Kualifikasi & Syarat

Bachelor's degree in Business, Finance, Marketing, or a related field.,Minimum of 3 years of experience in sales, preferably in the financial planning sector.,Proven track record of success in sales and revenue growth.,Strong communication and interpersonal skills.,Excellent negotiation and presentation skills.,Proficiency in Microsoft Office Suite and CRM software.,Familiarity with financial planning concepts and practices.,Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

Sales and revenue growthClient relationship managementMarket research and analysisFinancial planning and analysisNegotiation and presentation skillsCRM software proficiencyCommunication and interpersonal skillsTime management and organization skills
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