Personal Loan Sales Associate

at  LEADADVISORS

We are looking for a driven and customer-focused Personal Loan Sales Associate to join our financial team. In this role, you will be responsible for promoting and selling our loan products to potential clients. Your primary goal will be to help clients secure financing that meets their needs while delivering exceptional customer service.
A Personal Loan Sales Associate is responsible for promoting and selling personal loan products to potential clients. They engage with customers to understand their financial needs, explain loan options, and guide them through the application process. The role requires strong communication and sales skills, as well as the ability to build relationships, meet sales targets, and provide exceptional customer service. This position is ideal for individuals with a passion for helping clients achieve their financial goals while working in a dynamic, goal-oriented environment.

REQUIREMENTS:

• Minimum 6 months of experience in Debt Settlement
• Excellent Reading Skills
• Proficient in Reading Credit Reports
• Reliable and Punctual Candidates Only

• Outbound Sales: Initiate outbound calls to potential clients who have expressed interest in our financial services or who have 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.