Sales Specialist - Financial Services - Remote

Overview

The Sales Specialist will serve as the final point of contact for customers in the application process, addressing concerns and pitching loan products tailored to their financial goals.

In Short

• Serve as the final point of contact for customers in the application process.
• Address remaining concerns or objections before finalizing the application.
• Pitch and sell loan products tailored to customer’s financial goals.
• Maintain a positive and empathetic approach to convert potential hesitations.
• Guide customers through the final steps of the sales process.
• Provide clear financial education about product benefits.
• Answer questions and offer guidance to build financial health.
• Document 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 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.