Assess clients’ financial needs, educate on loan products, and facilitate applications.
Engage with clients to ensure they understand the product value.
Collaborate with verification teams for a seamless customer experience.
Meet or exceed monthly sales targets set by management.
Organize and manage workload with minimal supervision.
Monitor and track leads through each stage of the pipeline.

🎯 Requirements

2+ years in personal lending or loan advisory
Proven track record converting leads to sales and meeting targets
Tech literacy; assist clients with document uploads and site navigation
Understanding of personal finance and lending regulations on debt and personal loans
Ability to read scripts and follow compliance on every call
Strong ability to overcome objections

🎁 Benefits

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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