Financial Sales Specialist

6 hours ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time
About the Role

We are seeking a highly motivated and experienced Financial Sales Specialist to join our team in the U.S. This role is with a leading financial institution dedicated to providing excellent financial services to our customers.

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

Key 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

To be successful in this role, you should have:

  • A 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 standards and practices of financing in the U.S.
  • A minimum of 4 years of experience in US or Australian campaigns, preferably in credit card or personal finance.
  • Proficient computer skills and familiarity with relevant software.

Desired Skills

We are looking for individuals with:

  • Excellent communication skills.
  • Attention to detail.
  • The ability to handle queries professionally and maintain a customer-centric approach.
  • The ability to work independently and collaboratively in a fast-paced environment.

Benefits

This role offers a competitive salary package plus commission. The estimated monthly salary range is $25,000 to $100,000 based on performance.



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