Daily Sales Activities

• Carry out continuous lead generation activities
• Set appointments, whether over the phone or face-to-face
• Conduct financial needs analysis and recommend customized solutions
• Prepare documents of customers and submit applications
• Strengthen customer relationship through after sales servicing

Relationship Management

• Build a long-term relationship with the bank partner
• Engage the bank partner to be active referrers
• Promote reciprocity by referring customers to the bank for a loan or savings/checking account
• Inform and update branch of daily activities, branch performance, and status of referrals

Professional Development

• Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
• Attend advance training offerings and designation programs
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