Inside Sales Representative - Remote

Overview

A leading financial services provider, specializing in helping individuals and businesses navigate the complexities of credit, loans, and financial solutions. With a customer-centric approach, the company offers tailored financial strategies designed to help clients improve their financial health and achieve long-term success. As they continue to grow, they are looking for a driven Inside Sales Representative to join their team and manage pre-booked consultations while driving sales success.

In Short

• Engage with pre-booked, warm inbound leads to gather necessary information and guide them through the sales process.
• Manage the full sales cycle, ensuring a smooth and positive client experience.
• Utilize GoHighLevel (GHL) CRM to track leads and manage the sales pipeline.
• Conduct consultations with prospective clients to gather details about their financial situation.
• Present relevant financial solutions based on client needs.
• Work to convert leads into customers by addressing objections and demonstrating value.
• Maintain a high level of client satisfaction throughout the sales process.
• 2+ years of experience in sales, preferably in financial services.
• Strong understanding of credit and financial solutions.
• Excellent communication skills in English.

Requirements

• 2+ years of experience in sales, preferably in the financial services, credit, or loans industry.
• Proven track record of managing and closing sales.
• Strong understanding of credit and financial solutions.
• Fluent in English, both written and verbal.
• Experience using GoHighLevel (GHL) or similar CRM systems.
• Highly organized and detail-oriented.
• Motivated, results-driven, and goal-oriented.
• Comfortable in a fast-paced environment.
• A passion for helping clients improve their financial well-being.

Benefits

• Opportunity to join a fast-growing financial services company.
• Play a key role in expanding the company’s customer base.
• Work in a dynamic team environment.
• Grow with a company that values innovation and results.
• Make a difference in the lives of clients.