Financial Services Representative | Expert Financial Guidance

4 days ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time
Job Overview

We are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S. Our company, LeadAdvisors, is a leading financial institution dedicated to providing excellent financial services to our customers.

About the Role

A Financial Services Representative plays a crucial role in providing comprehensive financial guidance and support to clients. As a trusted advisor, you will help individuals and businesses make informed decisions regarding their financial situation and goals.

Responsibilities
  • Handle inbound inquiries from U.S. consumers about personal financing.
  • Efficiently complete quick personal finance application forms.
Requirements
  • A 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.
  • A 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.
Benefits
  • A competitive salary package including commission.
  • Commissions: a tiered structure ranging from $25,000 to $100,000 per month.
  • An anniversary bonus and 13th-month bonus available after a probationary period.
  • The requirement to have your own computer.


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