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Financial Services Representative

hace 1 mes


Tijuana, Baja California, México LeadAdvisors A tiempo completo

**About the Role:**

We are seeking a skilled Financial Services Representative to promote and sell our loan products to potential clients.

The ideal candidate will have a strong passion for helping clients achieve their financial goals and excellent communication skills to engage with customers and provide exceptional customer service.

Main Responsibilities:

  • Outbound Sales: Reach out to potential clients who have expressed interest in our financial services or 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:

  • $40,000 - $60,000 per year (based on performance).
  • Sign-on Bonus.
  • Competitive Commission Structure.

Work Environment:

Monday to Friday from 8am to 5pm. Enjoy your weekends off (Saturday & Sunday).

Located in Zona Rio, Tijuana, Mexico.

**About LeadAdvisors:**

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients.

We excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.