Financial Services Representative

hace 7 días


Tijuana, Baja California, México Leadadvisors A tiempo completo
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at LeadAdvisors. As a Financial Services Representative, you will be responsible for promoting and selling our loan products to potential clients, providing exceptional customer service, and meeting sales targets.

Key Responsibilities
  • Outbound Sales: Initiate outbound calls to potential clients who have expressed interest in our financial services.
  • 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.
What We Offer
  • Competitive Salary and Commission.
  • Sign-on Bonus.
  • Monday to Friday schedule from 8am to 5pm.
  • Weekends off (Saturday & Sunday).


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