Senior Financial Services Representative

1 month ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time

About the Opportunity:

LeadAdvisors is a leading financial institution dedicated to providing excellent financial services to our customers. We seek an experienced and highly motivated Financial Services Representative to join our team in the U.S.

A Financial Services Representative plays a crucial role in providing clients with comprehensive financial guidance and support. As a trusted advisor, you will help 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:

  • $25k - $75k depending on experience
  • Commissions: tier structure $25k - $100k per month
  • Anniversary and 13th-month bonus available after probationary period
  • Required to have own computer


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