Hybrid Financial Service Representative

Posted last month

Apply now

About the role

  • Assist Solution Development Consultant in maintaining and growing existing customer relationships
  • Deliver quotes and discuss opportunity terms for small to mid ticket finance opportunities
  • Make outbound follow-up calls to existing clients to cross-sell and up-sell opportunities
  • Handle inbound prospect calls and convert them into sales; overcome objections
  • Collaborate with IMFS, sales, legal, and underwriting teams to structure and execute finance solutions
  • Obtain, consolidate, and process underwriting information for transactions
  • Support ANZ region and coordinate enquiries from countries outside ANZ with local business management
  • Set up and deliver sales presentations and support marketing efforts (trade shows, exhibits, events)
  • Maintain lease records and databases; asset and lease tracking, refresh, retirement and disposal
  • Financial and pipeline reporting; act as liaison to services business units and vendors to collect services-related components

Requirements

  • Working knowledge of finance and/or leasing industry best practices
  • Ability to improve principles, concepts and technologies relevant to the role
  • Working knowledge of how the position relates to others in the organisation
  • Ability to communicate with several levels of associates internally and externally in an accurate and professional manner
  • Ability to report and project accurately and according to agreed timeframes
  • Work effectively in a fast-paced environment and under pressure
  • Computer proficiency – Excel (intermediate to advanced level)
  • Knowledge in related finance regulatory rules and legislations (AML/CTF) is highly desired

Benefits

  • LinkedIn Learning and top-tier training courses
  • Genuine Career Progression Opportunities
  • Hybrid Working Environment
  • Training & Development
  • Competitive Remuneration Package
  • Staff Purchase Policy
  • Generous Benefits Scheme

Job title

Financial Service Representative

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job