Hybrid Loan Sales Representative

Posted last month

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About the role

  • Assess clients’ financial needs, educate them on available loan products and facilitate the loan application.
  • Engage with clients to ensure they understand the value of our product
  • Collaborate with verification teams to ensure a seamless customer experience
  • Meet or exceed monthly sales targets set by management
  • Effectively organize and manage workload without constant supervision; maintain focus and productivity independently
  • Effective pipeline management which requires monitoring and tracking leads through each stage of the process
  • Manage both inbound and outbound calls

Requirements

  • Minimum 2 years of experience in personal lending or loan advisory roles
  • Strong history of converting leads to sales with documented success in meeting or exceeding sales targets
  • Technological literacy for computer applications along with the ability to assist clients with the process of uploading documents, navigating websites, and troubleshooting basic device issues
  • Good understanding of personal finance and lending regulations specifically in regards to debt resolution and personal loans
  • Ability to read through detailed scripts and follow compliance standards on every call
  • Strong ability to overcome objections
  • Strong desire to exceed monthly sales targets
  • Superior listening skills and ability to engage prospects by phone

Benefits

  • Considerable employer contributions for health, dental, and vision programs
  • Generous PTO, paid holidays, and paid parental leave
  • 401(k) matching program

Job title

Loan Sales Representative

Job type

Experience level

JuniorMid level

Salary

$20 - $24 per hour

Degree requirement

No Education Requirement

Location requirements

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