Financial Services Professional

2 days ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time
Financial Services Representative Opportunity

We are seeking a highly motivated and experienced Financial Services Representative to join our team at LeadAdvisors, a leading provider of business process outsourcing and digital content marketing services.

About the Role

As a Financial Services Representative, you will play a crucial role in providing comprehensive financial guidance and support to clients. You will serve as a trusted advisor, helping 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
  • 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.
Benefits
  • Competitive salary package + commission.
  • Commissions: tier structure 25k to 100k month.
  • Anniversary and 13th month bonus available after probationary period.
  • Required to have own computer.


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