Financial Sales Agent

4 months ago

Quezon City, 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:

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients. In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.

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