Highly Motivated Financial Solutions Specialist

2 months ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time

About the Role

LeadAdvisors 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 finish.

Responsibilities:

  • Handle inbound inquiries from U.S. consumers regarding personal financing.
  • Complete personal finance application forms efficiently 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:

  • A competitive salary package + commission.
  • Commissions: tier structure $25k to $100k per month.
  • Remote work.
  • Required to have own computer, double screen (company pays for extra monitor) and Wi-Fi.

About LeadAdvisors

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients. In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.



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