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Client Engagement Specialist

3 weeks ago

Cebu City, Central Visayas, Philippines LeadAdvisors Full time

We are seeking a Client Engagement Specialist to join our team at LeadAdvisors. As a Client Engagement Specialist, you will be responsible for building relationships with existing clients, understanding their financial needs, and providing suitable loan options.

Key Responsibilities:
  • Build rapport with clients and understand their financial needs.
  • Provide suitable loan options to meet client needs.
  • Handle customer inquiries and resolve issues efficiently.

To succeed in this role, you must have excellent communication skills, be persuasive, and able to handle objections effectively. Proficiency with CRM software and basic computer applications is also required.

Qualifications:
  • Minimum 2 years of sales experience, preferably in a US campaign or handling US clients.
  • Excellent communication and interpersonal skills.
  • Proficient with CRM software and basic computer applications.
  • Ability to work in a fast-paced environment and meet sales targets.