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Outbound Sales Advisor (W@H)

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 

Offer summary

Qualifications:

High school graduate or equivalent required., Minimum of 2 years experience in a sales position, preferably in a credit union or financial institution., General knowledge of consumer loan processes and banking requirements is essential., Excellent communication skills and a proven sales track record are necessary..

Key responsabilities:

  • Responsible for outbound sales efforts focusing on loans and ancillary insurance sales.
  • Promote and originate loan applications while communicating details and decisions to members.
  • Maximize the penetration of Credit Union products to meet established sales goals.
  • Handle member interactions using effective sales techniques and assess their financial needs.

America First Credit Union logo
America First Credit Union Financial Services Large https://www.americafirst.com/
1001 - 5000 Employees
See all jobs

Job description

Schedule: Mon – Sat Flex Overview:

Responsible for outbound sales efforts focusing primarily on consumer lending and ancillary insurance sales. Promote quality member service and AFCU as their primary financial institution with a strict adherence to established policies and procedures. Strive for maximum sales results through working outbound sales lead lists, building positive member relationships, providing excellent member service, and promoting the products and services of the Credit Union.

Interviews, counsels, and advises members regarding loans, ancillary insurance sales and other products and services. Responsible for promoting, receiving, and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.

Work in a sales-focused environment encouraging members to consider loans, products and services to improve their financial future.

 

Responsibilities:

1. Assumes responsibility for outbound sales efforts to promote member service solutions primarily focused on loans and ancillary insurance sales.

 

2. Responsible for promoting, receiving and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.

 

3. Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines.

 

4. Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques.

 

5. Makes appropriate recommendations for loan and other products and services.

 

6. Highly motivated and self-driven. Sales and goal oriented.

Qualifications:

Training/Education/Certification:

 

· High school graduate or equivalent.

 

Required Knowledge:

 

· General knowledge of consumer loan processes, credit data, application processes and banking requirements.

· Understanding of government regulations and legal requirements involving lending and related functions.

 

Experience Required:

 

· Minimum of 2 years related experience in a sales position, credit union or financial institution.

· At least two years’ experience as a loan originator.

· Reviewing credit data and loan applications.

· Proven sales track record.

· Microsoft applications, including Power Point, Excel and Word.

 

Skills/Abilities:

 

· Excellent communication and public relations skills.

· Professional appearance, dress, and attitude.

· Efficiency, accuracy, and the ability to deal with people are vital to the successful execution of this position.

· Good organizational and problem-solving abilities.

· Attention to detail.

· Ability to operate related computer applications, CTI phone system, smart fax, and all other applicable systems.

· Goal and Sales oriented.

· Highly motivated and able to work together as a team.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Communication
  • Teamwork
  • Organizational Skills
  • Detail Oriented
  • Problem Solving

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