Job Description

We are seeking a motivated and results-oriented Sales Executive to promote and sell our financial planning software to financial advisors, insurance agencies, wealth management firms, and financial institutions.

The ideal candidate is passionate about sales, enjoys meeting clients, and has the ability to understand customer needs and demonstrate how our software helps improve efficiency, client engagement, and business growth.

KEY RESPONSIBILITIES

Sales

• Identify and approach prospective customers through cold calling, referrals, networking, and other sales channels.
• Conduct product demonstrations and presentations to prospective clients.
• Understand customers' business needs and recommend suitable software solutions.
• Prepare quotations, proposals, and follow up on sales opportunities.
• Manage the entire sales process from lead generation to deal closure.
• Achieve individual monthly, quarterly, and annual sales targets.
• Maintain a healthy sales pipeline and update sales activities in the CRM system.

Customer Relationship Management

• Build and maintain strong relationships with new and existing customers.
• Provide professional consultation before and after the sales process.
• Coordinate with the Customer Success and Technical Support teams to ensure smooth onboarding and customer satisfaction.
• Identify opportunities for renewals, upgrades, and additional software modules.

Market Awareness

• Stay updated on industry trends, competitors, and customer needs.
• Represent the company at exhibitions, seminars, workshops, and networking events when required.

Job Requirements

Education

• Diploma or Bachelor's Degree in Business, Marketing, Finance, Information Technology, or a related field.

Experience

• 1–3 years of experience in sales, preferably in software, SaaS, fintech, banking, insurance, or financial services.
• Experience in B2B sales is an advantage.

Skills & Competencies

• Strong communication and interpersonal skills.
• Excellent presentation and negotiation skills.
• Results-driven with a strong desire to achieve sales targets.
• Able to build rapport and establish long-term customer relationships.
• Self-motivated, proactive, and able to work independently.
• Good time management and organizational skills.
• Comfortable conducting software demonstrations.
• Willing to travel for customer meetings when required.

Key Performance Indicators (KPIs)

• Monthly sales revenue.
• New customer acquisition.
• Number of product demonstrations conducted.
• Sales conversion rate.
• Sales pipeline value.
• Customer retention and renewal opportunities.

Preferred Candidate

Candidates with experience selling software solutions to financial advisors, insurance agencies, banks, wealth management firms, or financial institutions will have an added advantage.

Skills