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Financial Services Representative with Personal Loan Expertise

hace 1 mes


Tijuana, Baja California, México LeadAdvisors A tiempo completo

We are looking for a skilled and customer-focused Financial Services Representative to promote and sell our loan products to potential clients in the US market. As a representative, you will be responsible for understanding client financial needs, explaining loan options, and guiding them through the application process.

Responsibilities
  • Inbound Sales: Handle calls from potential clients responding to marketing campaigns.
  • Client Engagement: Build rapport with clients, understand their financial requirements, and provide suitable loan solutions.
  • 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.

About this Role

This position is ideal for individuals with experience in debt settlement, excellent communication skills, and the ability to work in a dynamic environment.

What We Offer

  • A competitive salary of $55,000 - $65,000 per year, depending on experience.
  • A commission structure that rewards top performers.

About Our Company

LeadAdvisors is a leading provider of business process outsourcing (BPO) and digital content marketing services. We specialize in delivering exceptional results for our clients across the US market.