Financial Sales Executive - High-Growth Opportunity in Bali

Join DREAMTRI ASSOCIATION as a Financial Sales Executive and become a key driver of our expansion in Bali’s dynamic financial services market. This is a unique opportunity to leverage your sales expertise while contributing to a forward-thinking organization committed to innovation and growth. In this role, you’ll engage directly with clients, understand their financial needs, and propose tailored solutions using our proprietary financial tools. Based in Bali, you’ll work in a collaborative environment with a team of experienced professionals, all while enjoying the island’s vibrant culture and business-friendly ecosystem.

DREAMTRI ASSOCIATION is a rapidly growing company specializing in financial consulting and advisory services. We’re known for our client-centric approach and our ability to deliver customized solutions that drive measurable results. As a Financial Sales Executive, you’ll play a pivotal role in helping our clients navigate complex financial landscapes, from personal finance to corporate investments. Our team is passionate about what we do, and we’re looking for someone who shares that enthusiasm and is ready to take on new challenges.

📋 Tanggung Jawab Pekerjaan

• Develop and maintain a strong client base through proactive outreach and relationship-building.
• Analyze clients' financial needs and propose tailored solutions using our financial software, including but not limited to Salesforce and QuickBooks.
• Conduct market research to identify new opportunities and trends in Bali’s financial services sector.
• Collaborate with the sales and marketing teams to execute campaigns and drive sales growth.
• Provide exceptional customer service, ensuring clients feel valued and supported throughout their journey with us.
• Stay updated on industry regulations and best practices to ensure compliance and provide expert advice.
• Set and achieve individual sales targets, contributing to the company’s overall revenue growth.
• Participate in team meetings and contribute to the development of sales strategies and processes.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Minimum of 3 years of experience in sales, particularly in financial services or consulting.
• Proven track record of meeting and exceeding sales targets in previous roles.
• Strong understanding of financial products and services, with a focus on personal finance and corporate investments.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients at all levels.
• Proficiency in English, both written and spoken, is a must. Knowledge of Bahasa Indonesia is a plus.
• Familiarity with CRM software, particularly Salesforce, is highly desirable.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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