Financial Services Representative

hace 4 semanas


Tijuana, Baja California, México LeadAdvisors A tiempo completo

We are seeking a highly motivated and customer-focused Financial Services Representative to promote and sell our loan products to potential clients. In this role, you will be responsible for engaging with customers to understand their financial needs, explaining loan options, and guiding them through the application process.

Key Responsibilities:
  • Outbound Sales: Initiate outbound calls to potential clients who have expressed interest in our financial services or who have received our direct mail offers.
  • Inbound Sales: Handle inbound calls from potential clients responding to our marketing campaigns.
  • Client Engagement: Build rapport with clients, understand their financial needs, and provide suitable loan options.
  • Data Verification: Confirm client details accurately and update our CRM system.
  • Follow-up: Conduct follow-up calls to ensure client satisfaction and close sales.
  • Sales Targets: Meet or exceed monthly sales targets and KPIs.
Requirements:
  • Minimum 6 months of experience in Debt Settlement
  • Excellent Reading Skills
  • Proficient in Reading Credit Reports
  • Reliable and Punctual Candidates Only
What We Offer:
  • SIGN-ON BONUS
  • Competitive Salary and Commission

We are a dynamic and supportive environment that fosters growth and learning. Our team is dedicated to delivering exceptional results and driving growth for our clients. If you are a motivated and customer-focused individual with a passion for helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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