Financial Services Consultant (Loan & Financing)

Are you a driven and goal-oriented professional with a passion for finance? We are seeking enthusiastic individuals to join our team as Financial Services Consultants in Bali. In this role, you will promote loan and financing products, helping clients achieve their financial goals. At Private Advertiser, we pride ourselves on offering innovative financial solutions tailored to our clients' needs. With a team of experienced professionals, we are committed to delivering exceptional service and building long-lasting relationships with our clients.

As a Financial Services Consultant, you will be at the forefront of our financial services, working closely with clients to understand their unique needs and providing tailored solutions. You will leverage your expertise in loan and financing products to help clients secure the funds they need for their projects, investments, or personal goals. This role offers a dynamic and rewarding environment where your contributions will directly impact our clients' financial success.

📋 Tanggung Jawab Pekerjaan

• Promote and sell loan and financing products to potential clients.
• Assess clients' financial needs and provide tailored financial solutions.
• Conduct market research to identify new opportunities and trends.
• Maintain and update client records and financial documentation.
• Collaborate with the sales and marketing teams to develop and implement promotional strategies.
• Provide excellent customer service and build strong relationships with clients.
• Stay updated with industry regulations and best practices in financial services.
• Participate in team meetings and contribute to the development of sales strategies.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in financial services, sales, or a related field.
• Strong knowledge of loan and financing products, including mortgages, personal loans, and business loans.
• Excellent communication and interpersonal skills.
• Proficient in using Microsoft Office Suite, including Excel and PowerPoint.
• Familiarity with CRM software such as Salesforce or HubSpot is a plus.
• Ability to work independently and as part of a team.
• Strong problem-solving and analytical skills.

🛠️ Keahlian

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