Financial Services Sales Consultant

This a Philippine-based position;

NOT a US based position and the pay rate is not in US currency.

DISCLOSURES
The specific statements shown in each section of this job description are not intended to be all-inclusive. They represent typical elements and criteria considered necessary to perform the job successfully. The jobs responsibilities/tasks may be modified and/or expanded over time. The company will inform the personnel member when changes in the respective job description are made.

ABOUT ENTERPRISE MANAGEMENT SOLUTIONS LLC.
Enterprise Management Solutions LLC. (EMS) provides business infrastructure staffing and sales enablement for companies in real-estate property management hospitality and service-based industries. This role supports a U.S. property-management client seeking growth in rental community contracts leasing packages and resident service programs.

POSITION OVERVIEW

The Financial Services Sales Consultant (Closer) serves as the key connection between prospective clients and the financial solutions they need. This position focuses on converting pre-qualified leads into active client accounts through clear communication empathy and a consultative sales approach.

You will play an essential role in helping clients take action on financial opportunities ensuring a smooth and transparent process from initial contact through contract closure. This role is ideal for someone who thrives in a performance-driven environment and is passionate about empowering clients through informed financial decisions.

COMPANY WEBSITE: PHONE NUMBER:

HR DEPARTMENT PHONE NUMBER: EXT 10

HR DEPARTMENT EMAIL ADDRESS:

POSITION TITLE: Financial Services Sales Consultant

ALTERNATE TITLE(S): Financial Sales Advisor Financial Solutions Consultant Business Finance Specialist

COMPANY: Enterprise Management Solutions LLC.

UNIT: n/a

BENEFITS PACKAGE: Ineligible

LOCATION: Remote Philippines

ACCOUNTABLE TO: Chief Marketing & Sales Officer (CMSO)

WORK SCHEDULE: MondayFriday 8:00 AM 5:00 PM EST (Night Shift PH Time)

ACCOUNTABLE FOR: Meeting or exceeding assigned sales targets maintaining client relationships and ensuring compliance with financial regulations and company policies.

CLASSIFICATION: Full-Time Remote Independent Contractor (W8BEN)

ANTICIPATED TRAVEL: None

COMPENSATION & TERMS

• Base Pay: USD $7/hour (410 PHP/hour) USD $1120/month (based on 40 hrs/week)
• Commission: USD $30-$70 per closed service contract (depending on size & scope)
• Bonuses: Monthly & quarterly incentives for exceeding targets
• Payment: Biweekly USD payouts via EMS international payroll (Deel)

KEY RESPONSIBILITIES

• Engage with inbound and outbound leads to introduce financial service offerings and generate interest.
• Conduct client consultations to understand financial needs eligibility and service fit.
• Present solutions clearly and persuasively ensuring transparency in costs terms and processes.
• Build trust and rapport with potential clients through consultative communication and professionalism.
• Guide clients through the agreement process to ensure a seamless and compliant close.
• Maintain consistent follow-up to maximize conversions and strengthen long-term client relationships.
• Collaborate with internal teams to ensure timely and accurate onboarding of new clients.
• Track all activities leads and client interactions accurately in CRM systems.
• Stay current on relevant financial regulations service offerings and market trends.
• Provide feedback to leadership on client concerns objections and areas for process improvement.
  

QUALIFICATIONS

• Bachelors degree in Finance Business Administration Economics or a related field preferred.
• 2 years of experience in financial services sales business development or teleconsulting.
• Proven track record of exceeding sales targets in a performance-based role.
• Strong communication and negotiation skills with a client-centric mindset.
• Excellent attention to detail time management and follow-up discipline.
• High integrity professionalism and ability to explain complex information in simple terms.
• Proficiency in Microsoft Office Suite CRM platforms (GHL) and online communication tools.
• Self-motivated goal-oriented and capable of working with minimal supervision.
• Experience working with U.S.-based clients is a plus.
• 
  

PERFORMANCE METRICS (KPIs)

• Number of new service contracts closed per month.
• Lead-to-contract conversion rate (%).
• Average contract value or service plan size.
• CRM update accuracy and timeliness of follow-ups.
• Client satisfaction ratings upon onboarding.
• Monthly and quarterly revenue performance versus target.
  

CAREER PATH

This position offers long-term growth withinEnterprise Management Solutions LLC with opportunities to advance into:

• Compliance & Quality Assurance Specialist
• Client Success & Retention Specialist
• Training & Sales Enablement Officer
  

Required Experience:

Senior IC