Sales Representative - Personal Loans

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Spring Financial

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Credit • Personal Finance • Financial Freedom

201 - 500

Description

• Serve as the final point of contact for customers in the application process. • Address any remaining concerns or objections before finalizing the application. • Pitch and sell loan products tailored to the customer’s financial goals and circumstances. • Maintain a positive and empathetic approach to convert potential hesitations into successful outcomes. • Guide customers smoothly through the final steps of the sales process, ensuring their satisfaction. • Provide clear, concise financial education about product benefits to their credit history/file. • Serve as a resource for customers, answering questions and offering guidance to build financial health. • Ensure customers fully understand product offerings, terms, and how they can improve their credit score as an added benefit. • Accurately document customer interactions, objections, and sales outcomes in the CRM system. • Leverage CRM data to identify trends, refine objection-handling techniques, and improve conversion rates. • Collaborate with the team to optimize sales processes, share insights, and contribute to continuous improvement efforts. • Use CRM data for performance tracking and to enhance sales strategies.

Requirements

• 3+ years of proven sales experience, ideally in financial services. • Expertise in objection handling and negotiation. • Strong communication skills in English; French is a plus. • Familiarity with CRM systems (Salesforce experience preferred). • Ability to thrive in a fast-paced, multitasking environment. • Strong problem-solving skills, with a proactive approach and positive attitude.

Benefits

• Paid Time Off • Internet Grant (Worth 2,000 pesos) • Weekly Performance Bonus