Financial Sales Consultant (Philippines)

Location: Makati Metro Manila Philippines
Salary: Up to USD 730/month Performance Bonus
Level: Junior (13 years) / Middle (35 years)

About the Role

We are looking for a Financial Sales Consultant to join a fast-growing fintech organization focused on helping consumers improve their financial situation through tailored lending and debt restructuring solutions.

In this role you will work directly with prospective clients understand their financial needs recommend suitable solutions and guide them through the onboarding process.

Key Responsibilities

• Conduct structured financial assessments with inbound and assigned leads to understand borrower profiles and repayment capacity.
• Present debt restructuring and refinancing solutions in a clear and consultative manner.
• Guide prospects through the enrollment process and coordinate with internal teams for evaluation and approval.
• Manage sales pipelines effectively tracking prospects from initial contact through enrollment.
• Maintain accurate CRM records and document all client interactions.
• Collaborate closely with credit underwriting and product teams to ensure proposed solutions meet approval criteria.
• Support onboarding activities and help resolve customer issues efficiently.
• Contribute to process improvements and sales playbook development.

Requirements

• 24 years of experience in a customer-facing financial services role such as:

• Lending Advisory

• Consumer Credit

• Financial Planning

• Debt Consolidation

• Related Financial Services

• Strong ability to assess financial situations and recommend structured solutions.

• Excellent communication and objection-handling skills.

• Experience managing CRM systems and sales pipelines.

• Empathetic and resilient personality especially when working with financially challenged customers.

Preferred Qualifications

• Experience serving subprime distressed or debt restructuring customer segments.
• Background in credit-risk-driven sales environments.
• Experience in fintech digital lending or multi-lender platforms.

Benefits

• Competitive base salary with attractive variable compensation.
• Performance-based commission and incentive programs.
• Clear career progression opportunities into leadership positions.
• Exposure to a growing and underserved financial services segment.
• Opportunity to make a significant impact in a rapidly scaling business.

Interview Process

1. HR Interview
2. Take-home Assignment (34 days)
3. Department Head Interview
4. CEO Interview

If you are passionate about helping customers improve their financial health and enjoy consultative sales we would love to hear from you.