Financial Sales Agent

2 weeks ago

Quezon City, National Capital Region, Philippines LeadAdvisors Full time
About the Job:We are seeking a highly motivated and experienced Financial Sales Agent to join our team in U.S. Its a leading Financial institution dedicated in providing excellent financial services to our customers.

A Financial Sales Agent plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Sales agent, you will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and financial goal.

Job Responsibilities:
  • Handle Outbound inquiries from US consumers about personal financing.
  • Efficiently complete quick personal finance application forms and ensure all required documentation is complete and accurate.
  • Communicate with customers to gather additional information or clarification regarding their loan applications.
  • Provide prompt and professional responses to customer inquiries regarding loan application, eligibility criteria and documentation requirements.
  • Analyze financial statements, credit reports, and other relevant documents to assess risk and make informed lending decisions.
  • Collaborate with loan officers, underwriters, and other team members to ensure efficient processing of loan applications.
  • Maintain accurate and up-to-date records of loan applications, approvals, and denials.
  • Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
  • Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.
Requirements:
  • Strong understanding of the US financial industry, especially related to consumer finance.
  • Knowledge of credit ratings, their implications and how they impact financing decisions.
  • Familiarity with basic standard and practices of financing in the U.S.
  • Minimum of 4 years of experience in U.S or Australian campaigns, preferably in credit card or personal finance.
  • Proficient computer skills and familiarity with relevant software.

Desired Skills:
  • Excellent communication skills.
  • Attention to detail.
  • Ability to handle queries professionally and maintain a customer centric approach.
  • Ability to work independently and collaboratively in a fast-paced environment.
Benefits:
  • Competitive salary package + commission.
  • Commissions: tier structure 25k to 100k month.
About LeadAdvisors:

LeadAdvisors started as a lead generation performance platform in 2012. Since our founding, we have expanded our offerings and capabilities to match the demand and potential of an evolving digital marketing and search engine landscape. We provide services such as customized Website development, eCommerce web design, Paid advertising, Search Engine Optimization, Content marketing, and Press release distribution. Our team works to develop an effective marketing plan that focuses on our client's business and baseline metrics to help tailor a custom strategy that will improve their bottom line.

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