Financial Services Representative

6 days ago


Fairfield, California, United States Inspired Funding LLC Full time

Job Summary

We are seeking a motivated Financial Services Representative to join our team at Inspired Funding LLC. As a Financial Services Representative, you will play a pivotal role in connecting with potential clients, understanding their unique needs, and providing them with tailored financial solutions.

The ideal candidate will have excellent communication skills, a results-driven mindset, and a customer-centric approach. You will be responsible for engaging potential clients, conducting thorough needs assessments, and providing exceptional service throughout the sales process.

Key Responsibilities

  • Engage potential clients through outbound calls to build rapport and effectively explain our financial products and services.
  • Conduct thorough needs assessments to identify clients' financial requirements and goals, offering appropriate funding solutions to meet their specific business needs.
  • Deliver outstanding customer service by addressing client inquiries, resolving concerns, and ensuring a positive experience throughout the sales process.
  • Meet and exceed sales targets by actively promoting and selling our financial products and services, while maintaining a high level of professionalism and integrity.
  • Maintain accurate records of client interactions, inquiries, and sales activities in our CRM system to ensure accurate reporting and follow-up.

Requirements

  • Previous sales experience preferred but not required; minimum of 1 year of successful sales experience, preferably in a call center or related environment.
  • Excellent communication skills with the ability to engage and build relationships over the phone.
  • Results-driven mindset with a proven track record of meeting or exceeding sales targets.
  • Customer-centric approach with a genuine desire to help businesses succeed and find suitable financial solutions.
  • Resilience and adaptability in handling objections, overcoming challenges, and adapting to changing business needs in a fast-paced sales environment.
  • Strong work ethic with a commitment to personal and professional growth.
  • Tech-savvy with proficiency in using CRM systems, Microsoft Office, and other sales-related software.
  • High school diploma or equivalent; additional education in business, finance, or related fields is a plus.

Benefits

  • Competitive compensation package including a base salary and attractive commission structure.
  • Comprehensive training programs designed to equip you with the knowledge and skills needed to excel in your role and grow within the company.
  • Career advancement opportunities based on performance and potential.
  • Positive work environment where your contributions are recognized and rewarded.
  • Health and wellness benefits including medical, dental, and vision coverage.
  • Work-life balance with a consistent work schedule.

Estimated Salary: $60,000 - $80,000 per annum, depending on experience and performance.



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