Outbound Sales Representative – AU Finance

6 days ago

Makati City, National Capital Region, Philippines Vault Outsourcing OPC Full time ₱400,000 - ₱600,000 per year
About the Role

We're looking for a confident and customer-focused Sales Representative to connect with clients interested in finance and loan products for the Australian market. You'll play a key role in guiding customers through the loan application process — from the first call to submission — while ensuring a smooth and positive experience.

If you're motivated by building relationships, providing tailored solutions, and working in a fast-paced environment, this role is for you.

Responsibilities

Client Engagement

  • Reach out to potential clients to discuss their financial needs and introduce suitable loan options.
  • Assist clients in completing loan applications over the phone, ensuring accuracy and completeness.
  • Provide regular updates and maintain consistent communication throughout the application process.

Coordination & Liaison

  • Serve as the main point of contact between applicants and the Credit Decision Team.
  • Ensure all required documents and information are submitted on time.
  • Communicate any follow-up requests or clarifications to clients clearly and professionally.

Documentation & Verification

  • Verify client details and ensure all necessary documentation is accurate and complete.
  • Maintain organized, up-to-date records of all client interactions and loan progress.

Customer Experience

  • Handle client inquiries and concerns promptly and courteously.
  • Deliver excellent service to build trust and long-term client relationships.
  • Represent the company with professionalism, empathy, and integrity.

Team Collaboration

  • Work closely with the Credit Decision Team to facilitate timely loan approvals.
  • Collaborate with other internal teams to ensure efficient end-to-end service delivery.
Skills & Experience
  • Proven experience in sales, customer service, or loan support, preferably in the finance or lending industry
  • Excellent communication and interpersonal skills
  • Strong attention to detail and the ability to manage confidential information
  • Comfortable working in a target-driven, fast-paced environment
  • Proficiency with CRM systems and computer applications
  • Knowledge of Australian finance and loan products is an advantage
  • High level of professionalism and a client-first mindset
About You

You're proactive, persuasive, and driven by results. You take pride in helping clients make informed financial decisions while maintaining accuracy and empathy. You work well independently, thrive in a collaborative team, and bring a positive, can-do attitude to every conversation.

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