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 job’s 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: https://enterprisemgmtinc.com/

COMPANY PHONE NUMBER: (667) 309-5345

HR DEPARTMENT PHONE NUMBER: (410) 782-0028 EXT 10

HR DEPARTMENT EMAIL ADDRESS: [email protected]

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: Monday–Friday, 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 $1,120/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

Bachelor’s 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 within Enterprise Management Solutions LLC, with opportunities to advance into:

Compliance & Quality Assurance Specialist

Client Success & Retention Specialist

Training & Sales Enablement Officer