Job Description
About Us:Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals.
Location: QC/ Alabang/ Pampanga/ Cebu
Employment Type: Full-time
Industry: Financial Services / Investment Management
About the Role: We are seeking a
Sales & Marketing Manager to oversee and integrate marketing and sales activities for our
Investment Platform business. This role serves as the
bridge between our marketing agency, internal Business Development Manager (BDM), and prospective clients, ensuring seamless execution of
lead generation, inbound sales handling, advisor engagement, and brand marketing.
The ideal candidate will have a
blend of sales acumen, marketing expertise, and graphic design proficiency, allowing them to
manage inbound enquiries, conduct product demos, create marketing materials, update the website, and optimize digital engagement strategies.
Key Responsibilities: Inbound Sales Enquiries & Client Engagement - Manage inbound sales enquiries, qualifying leads, and ensuring timely responses.
- Conduct product demos, educating prospective clients and financial advisers on SAM offerings.
- Connect qualified leads with the BDM for in-person meetings and relationship-building.
- Track and optimize lead conversion rates, ensuring efficient pipeline management.
Sales & Marketing Alignment - Ensure seamless integration between sales efforts and marketing execution.
- Provide strategic guidance to the marketing agency, refining messaging and positioning.
- Monitor campaign performance, ensuring maximum brand impact and lead generation.
- Act as a liaison between external marketing teams and internal business development functions.
Advisor Engagement & Sales Enablement - Oversee advisor onboarding processes, ensuring financial advisers receive structured support materials.
- Coordinate training sessions, webinars, and educational programs for advisors.
- Ensure smooth lead nurturing, optimizing advisor engagement strategies.
Graphic Design & Branding - Design and update flyers, brochures, investor presentations, and branded materials.
- Create and maintain marketing assets for digital and print campaigns.
- Develop visual content for social media engagement, LinkedIn campaigns, and sales collateral.
Website & Digital Presence Management - Maintain and update website content, news, and alerts, ensuring relevancy.
- Optimize web pages for engagement and lead generation.
- Implement graphic design updates, ensuring a polished and professional online presence.
LinkedIn & Social Media Strategy Execution - Oversee organic LinkedIn campaigns to engage financial advisers and potential clients.
- Develop targeted content strategies for social media platforms.
- Track engagement metrics, refining strategies to maximize audience reach.
Performance Tracking & Reporting - Monitor sales funnel metrics, ensuring inbound lead conversion optimization.
- Establish KPIs for marketing effectiveness, advisor engagement, and sales performance.
- Conduct monthly performance reviews, adjusting strategies based on real-time data insights.
Key Requirements: - Proven experience in sales and marketing coordination, within financial services or investment management.
- Strong ability to manage inbound leads, conduct product demos, and facilitate advisor engagement.
- Graphic design proficiency for creating brochures, presentations, flyers, and digital assets.
- Website management experience for updating content, news, and visual materials.
- Ability to work with CRM systems, tracking and optimizing lead conversions.
- Excellent communication, organizational, and strategic execution skills.
Preferred Qualifications: - Bachelor's degree in Business, Marketing, Graphic Design, Finance, or related field.
- Experience with Adobe Creative Suite, Canva, or other graphic design tools.
- Background in financial product marketing, B2B sales, or advisor engagement.
By clicking on the "I'm Interested" or "Apply" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
