Financial Sales Representative
4 weeks ago
A Financial Sales Representative plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Sales Representative, you will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and financial goal. You are responsible facilitating the loan application process and ensuring its smooth progression from start to finish. Your primary responsibility is to coordinate and manage all aspects of loan applications, working closely with customers, loan officers, and other relevant parties.
Responsibilities:
- Handle inbound inquiries from U.S. 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.
- 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 U.S. financial industry, especially related to consumer finance.
- Knowledge of credit ratings, their implications, and how they impact financing decisions.
- Familiarity with basic standards 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.
- Proficient computer skills and familiarity with relevant software.
Benefits:
- Competitive salary package + commission.
- Commissions: tier structure 25k to 100k month.
- Remote work.
- Required to have own computer, double screen (company pays for extra monitor) and will.
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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