Financial Services Representative
hace 2 meses
We are seeking a highly skilled Financial Services Representative to promote and sell our loan products to potential clients. Your primary goal will be to help clients secure financing that meets their needs while delivering exceptional customer service.
Key Responsibilities:
- Initiate outbound calls to potential clients who have expressed interest in our financial services or who have received our direct mail offers.
- Handle inbound calls from potential clients responding to our marketing campaigns.
- Build rapport with clients, understand their financial needs, and provide suitable loan options.
- Confirm client details accurately and update our CRM system.
- Conduct follow-up calls to ensure client satisfaction and close sales.
- 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.
What We Offer:
- A competitive salary of $45,000 - $60,000 per year, depending on experience.
- A sign-on bonus for new hires.
- The opportunity to work in a dynamic, supportive environment that fosters growth and learning.
About LeadAdvisors:
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