Highly Motivated Financial Sales Expert

3 weeks ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time
About the Role

We are seeking a highly motivated and experienced Financial Sales Representative to join our team in the United States.

This is a leading financial institution dedicated to providing excellent financial services to our customers.

Job Description

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 goals.

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

To be successful in this role, you must have a strong understanding of the U.S. financial industry, especially related to consumer finance.

You should also have knowledge of credit ratings, their implications, and how they impact financing decisions.

Familiarity with basic standards and practices of financing in the U.S. is essential.

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

We offer a competitive salary package, including a base salary and commission structure, with potential earnings ranging from $25,000 to $100,000 per month.

Additionally, we provide remote work options, allowing you to work from the comfort of your own home or office.

We require you to have your own computer, double screen, and reliable internet connection.



  • Pasig, National Capital Region, Philippines LeadAdvisors Full time

    About the RoleLeadAdvisors is seeking a highly motivated Financial Sales Representative to join our team in the United States. As a leading financial institution dedicated to providing excellent financial services, we are looking for an individual who can facilitate loan applications and ensure their smooth progression from start to...


  • Pasig, National Capital Region, Philippines Camara Custodio & Co., CPAs Full time

    Camara Custodio & Co., CPAs is seeking a highly motivated and organized individual to join our team as an Entry-Level Accounting Data Entry Specialist.Our ideal candidate will have excellent organizational skills, be detail-oriented, and possess strong analytical abilities. Experience with accounting software such as Excel, QuickBooks, or SAP is an asset.The...


  • Pasig, National Capital Region, Philippines LeadAdvisors Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Sales Representative to join our team in the United States. This is an exciting opportunity to work with a leading financial institution dedicated to providing excellent financial services to customers.Job DescriptionA Financial Sales Representative plays a crucial role in providing...


  • Pasig, National Capital Region, Philippines Hunter's Hub Inc. Full time

    About the RoleHunter's Hub Inc. is seeking a highly skilled Senior Financial Systems Expert to join our team.


  • Pasig, National Capital Region, Philippines Ezy Service Service Corporation Full time

    Job DescriptionWe are seeking a highly skilled and experienced Network Operations Expert to join our team at Ezy Service Corporation.


  • Pasig, National Capital Region, Philippines Drake International Philippines Full time

    We are seeking a highly skilled software development expert to join our team in Manila. As a Senior Software Engineer at Drake International Philippines, you will play a crucial role in creating amazing web-based experiences for consumers.With 4 years of experience as a Software Engineer, you will have deep knowledge of Node and React, as well as experience...


  • Pasig, National Capital Region, Philippines Nityo Infotech Full time

    Job OverviewNityo Infotech is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our finance department, you will be responsible for providing expert taxation services to clients.About the RoleThe ideal candidate will have a strong background in accounting and taxation, with experience in banking operations and...


  • Pasig, National Capital Region, Philippines Camara Custodio & Co., CPAs Full time

    About Camara Custodio & Co., CPAsWe are a reputable accounting firm seeking an experienced financial audit expert to join our team. In this role, you will be responsible for planning and directing financial audits, preparing budgets, drafting financial statements, and creating internal auditing systems and procedures.ResponsibilitiesSupporting the accounting...


  • Pasig, National Capital Region, Philippines John Clements Recruitment Inc. Full time

    About John Clements Recruitment Inc.John Clements Recruitment Inc. is a reputable organization seeking a highly skilled Senior Financial Operations Manager - Taxation Expert to join our team. This role offers an attractive salary package, commensurate with industry standards and taking into account the cost of living in your area, estimated to be around...


  • Pasig, National Capital Region, Philippines Visaya Knowledge Process Outsourcing Full time

    About the RoleWe are seeking a highly skilled Taxation Specialist to join our team at Visaya Knowledge Process Outsourcing. This role will involve providing expert tax services to clients in various industries.


  • Pasig, National Capital Region, Philippines weSource Management Consultancy Firm Full time

    At weSource Management Consultancy Firm, we are seeking an experienced Chief Financial Operations Officer to oversee our accounting and revenue reporting activities. With a strong focus on financial strategy and operational excellence, this role will play a critical part in driving business growth and success.Job SummaryWe are looking for a highly skilled...


  • Pasig, National Capital Region, Philippines LeadAdvisors Full time

    As a dynamic sales representative, you will play a pivotal role in driving revenue for our US-based campaign by selling financial services and loan products to potential clients. With a proven track record in sales, particularly in handling phone sales for US campaigns, you will be responsible for building rapport with clients, understanding their financial...


  • Pasig, National Capital Region, Philippines Transpeed Communications Full time

    Job DescriptionTranspeed Communications is seeking a highly skilled Accounts Payable Expert to join our team. In this role, you will be responsible for processing invoices, reconciling accounts, managing expenses, preparing financial reports, maintaining vendor relationships, and resolving discrepancies.About the JobThis is a key position in our finance...


  • Pasig, National Capital Region, Philippines FASTRONICS SALES AND SERVICES INC., Full time

    About the Role\We are seeking a highly skilled Sales Operations Coordinator to join our team at Fastronics Sales and Services Inc. This is an exciting opportunity for a motivated individual to support our sales team in managing parts-related tasks.\Key Responsibilities\\Communicate effectively with project stakeholders to ensure smooth operations;\Create and...


  • Pasig, National Capital Region, Philippines Atticus Advisory Solutions Inc Full time

    Job Title: Enterprise Sales Strategist - NetSuite Growth ExpertEstimated Salary: $120,000 - $180,000 per yearAbout Us:Atticus Advisory Solutions Inc is a leading provider of NetSuite services, helping businesses drive growth and success.Job Description:We are seeking an experienced Enterprise Sales Strategist to join our team. The successful candidate will...


  • Pasig, National Capital Region, Philippines WHR Global Consulting Full time

    Job SummaryWe are seeking a highly skilled Revenue Assurance Analyst to join our team at WHR Global Consulting. This role is primarily responsible for forecasting and analyzing the revenue streams of our company and its subsidiaries.Main Responsibilities:Forecasting and analysis of revenue streamsTariff structuring and analysis for new and existing...


  • Pasig, National Capital Region, Philippines Ezy Service Service Corporation Full time

    Role OverviewWe are seeking a highly skilled Senior Asset Finance Professional to join our team in Manila. This is an exciting opportunity for a talented individual to contribute to the growth and success of our company.About UsEzy Service Service Corporation is a well-established finance brokerage operating throughout Australia and New Zealand, offering a...


  • Pasig, National Capital Region, Philippines CPI Outsourcing Full time

    About CPI OutsourcingCPI Outsourcing is a leading provider of business process outsourcing solutions, dedicated to delivering exceptional services to our clients.Job SummaryWe are seeking an experienced Accounting Specialist to join our team. This is a full-time position that will be responsible for the timely monitoring and processing of billing and...


  • Pasig, National Capital Region, Philippines CoreData Research Services, Inc. Full time

    We are seeking a highly organized and detail-oriented individual to support the operations of our global research business.Based in Manila and reporting directly to the CEO in Sydney, Australia, you will have the opportunity to engage with senior leaders and gain insights into the intricacies of business and market development within the financial services...


  • Pasig, National Capital Region, Philippines LeadAdvisors Full time

    We are seeking a highly skilled and experienced Financial Services Specialist to join our team in the US. As a leading financial institution, we provide excellent financial services to our customers.About the RoleThis is an exciting opportunity to work as a Loan Processing Expert, contributing to the efficient and accurate processing of loan applications....