Sales Representative - Financial Services - Remote

Overview

This role involves serving as the final point of contact for customers in the application process, addressing concerns, and pitching loan products to meet financial goals.

In Short

• Serve as the final point of contact for customers in the application process.
• Address any remaining concerns or objections before finalizing the application.
• Actively pitch and sell loan products based on the customer’s financial goals and needs.
• Maintain a positive and empathetic approach to convert potential hesitations into successful outcomes.
• Guide customers through the final steps of the sales process.
• Provide clear financial education about product benefits.
• Serve as a resource for customers, answering questions and offering guidance.
• Record customer interactions in the CRM system.
• Leverage CRM data to identify trends and improve conversion rates.
• Collaborate with the team to optimize sales processes.

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 preferred).
• Ability to thrive in a fast-paced environment.
• Strong problem-solving skills with a proactive approach.

Benefits

• Base Pay: 28,000-35,000 pesos/monthly.
• Paid Time Off.
• Internet Grant (Worth 2,000 pesos).
• Performance Bonus paid weekly.
• Ongoing training from experienced Team Managers.