Sales Agent - Remote
July 22
🏡 Remote – Anywhere in California
Description
• Assess clients’ financial needs, educate them on available loan products and facilitate the loan application. • Engage with clients to ensure they understand the value of our product • Collaborate with verification teams to ensure a seamless customer experience • Meet or exceed monthly sales quotas set by management • Effectively organize and manage workload without constant supervision; maintain focus and productivity independently • Answer to new business while proactively initiating outbound calls for inquiries made online
Requirements
• Minimum 2 years of experience in personal lending or loan advisory roles • Strong history of converting leads to sales with documented success in meeting or exceeding sales targets • Technological literacy for computer applications along with the ability to assist clients with the process of uploading documents, navigating websites, and troubleshooting basic device issues • Good understanding of personal finance and lending regulations specifically in regards to debt resolution and personal loans • Strong ability to overcome objections • Strong desire to exceed monthly sales targets • Superior listening skills and ability to engage prospects by phone • Ability to read through detailed scripts and follow compliance standards on every call
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