Financial Opportunities Specialist
2 weeks ago
We are seeking a skilled Financial Opportunities Specialist to excel in our organization. This is a full-time permanent, remote position that requires strong communication skills and expertise in customer engagement.
Key Responsibilities:- Engage with customers who have been declined for financial services, understanding their concerns and effectively addressing objections.
- Promote and sell financial products that align with the customer's goals and circumstances.
- Maintain a positive and empathetic approach to turn potential rejections into successful sales.
- Provide clear and concise financial education to customers about credit rebuilding strategies and the benefits of offered products.
The ideal candidate will have 3 or more years of proven sales experience, 3 or more years in customer-facing roles, and be proficient in CRM management and process optimization.
About Our Organization:We are revolutionizing financial access for Canadians, providing smart credit-building, mortgage, and lending solutions. We thrive on collaboration, growth, and making a real impact.
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