Sales Executive
Job Summary
We are seeking a motivated Sales Executive to promote and sell our financial planning software to financial advisors, insurance agencies, wealth management firms, and financial institutions. The ideal candidate will manage the entire sales process from lead generation to deal closure while building strong client relationships. Candidates with experience in SaaS, fintech, or financial services sales are highly preferred.
Responsibilities
- Identify and approach prospective customers through various sales channels
- Conduct product demonstrations and presentations
- Manage the entire sales process from lead generation to deal closure
- Build and maintain strong relationships with customers
Required Skills
- 1–3 years of sales experience in SaaS, fintech, or financial services
- Strong communication and interpersonal skills
- Excellent presentation and negotiation skills
- Results-driven with ability to work independently
Job Details
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.
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.