Loan Sales Agent

Job Summary

A company is looking for a Loan Sales Representative.

Key Responsibilities

• Assess clients' financial needs and facilitate the loan application process
• Engage with clients to communicate the value of loan products and ensure understanding
• Meet or exceed monthly sales targets while managing inbound and outbound calls

Required Qualifications

• Minimum 2 years of experience in personal lending or loan advisory roles
• Proven track record of converting leads to sales and meeting sales targets
• Technological literacy for assisting clients with document uploads and troubleshooting
• Good understanding of personal finance and lending regulations
• Ability to follow compliance standards and read detailed scripts during calls