Company

Financial Services

LoanSalesRepresentative

$0–0k Phoenix, Arizona, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Loan Sales Representative. Skills: Loan sales, Client engagement, Sales targets. Assess clients’ financial needs. Educate clients on loan products”

What You'll Achieve.

Meet or exceed monthly sales targets

Industry & Context.

Financial Services
Problems you'll solve

Troubleshooting basic device issues

What They're Looking For.

Must Have

2 years of experience in personal lending or loan advisory roles, History of converting leads to sales, Documented success in meeting or exceeding sales targets, Technological literacy for computer applications, Ability to assist clients with uploading documents, Ability to navigate websites, Ability to troubleshoot basic device issues, Good understanding of personal finance, Good understanding of lending regulations, Ability to read through detailed scripts, Ability to follow compliance standards on every call, Ability to overcome objections, Desire to exceed monthly sales targets, Superior listening skills, Ability to engage prospects by phone

Nice to Have

Experience in personal lending, Experience in loan advisory roles, History of converting leads to sales, Documented success in meeting or exceeding sales targets, Understanding of personal finance, Understanding of lending regulations, Specifically in regards to debt resolution, Specifically in regards to personal loans, Ability to read through detailed scripts, Ability to follow compliance standards on every call, Ability to overcome objections, Desire to exceed monthly sales targets, Superior listening skills, Ability to engage prospects by phone

What You'll Do.

Assess clients’ financial needs

Educate clients on loan products

Facilitate loan application

Ensure clients understand product value

Collaborate with verification teams

Ensure seamless customer experience

Meet or exceed monthly sales targets

Organize and manage workload

Maintain focus and productivity independently

Monitor and track leads

Manage outbound calls

How You'll Work.

Team & Collaboration

Verification teams

Full Job Description

## You Will 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 ## You Have 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 ## What We Offer Considerable employer contributions for health, dental, and vision programs Generous PTO, paid holidays, and paid parental leave 401(k) matching program

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