Financial Services Representative Responsibilities:

• Outbound calling potential clients to inform them of the various financial products and services we offer.
• Schedule meetings with prospective inbound clients to discuss their financial needs and goals.
• Collect pertinent client information for superiors to match with our products that align with client needs.
• Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.
• Develop in-depth knowledge of our financial products to advise clients accordingly.
• Hit minimum weekly, monthly, yearly productivity, and sales metrics.

Who We Are:

We utilize the latest technology and inbound leads to work from.

• Inbound leads from our proprietary marketing program
• Dialer with verified local numbers
• Office administrative staff
• Dedicated ringing and texting CRM
• Salesforce CRM
• Daily training from CEO and Team Leaders

We provide:

• Fully transparent buy & sell rates
• Accelerated path of advancement
• Lender Partnerships 65
• Aggressive payout structure
• Live inbound leads

We offer multiple options for business owners such as:

• Lines of Credit
• Term Loans
• Equipment Financing
• MCAs

Our Management has over 15 years of experience and reputation.

Benefits:

• Uncapped commission . (First-year employees average a floor of $65,000.00 and increase year over year)
• Career advancement opportunities.
• Professional work environment and positive company culture including lunch provided on Fridays, company outings, and once a week 30 minute team building activities
• Free training, extensive support, and a mentorship program.