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

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

Loan Sales Representative

Key skills