Job Description

Appointment Setter, Small Business Funding - Established Finance Firm

Position Overview :

Successful referral financial lending institution is seeking a full-time qualified professional to join their winning team for the new entry-level position of Appointment Setter.

Position openings currently available. Client seeks an energetic sales professional interested in helping their business grow by using the companys proven formula and client management system.

Appointment Setters are trained by the firm and given guidance within specific industries to solicit loan applications from qualified business owners who are currently seeking working capital funding.

This is a 100% sales position.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

This is a full-commission plus bonus sales position with initial training and a generous compensation structure offering annual income potential of $100k plus.

Paid weekly. Flexible hours, set your own schedule while possessing the ability to build a great career. Excellent entry-level sales opportunity within the finance industry.

Advancement opportunities are available based on performance. Excellent benefits that include medical, vision, dental and auto.

JOB DUTIES :

• Set qualified sales appointments with loan officers and processors via CRM.
• Contribute to and maintain data within CRM in order to insure accountability.
• Perform data entry by logging activity and report activity daily into CRM.
• Directly responsible and accountable for producing qualified leads and appointments between prospects and sales personnel to assist in meeting company objectives.
• Contribute to team effort on a daily, weekly, monthly basis to meet the firms average standards of outbound calls, generate leads, set appointments, and help sales in meeting their monthly objectives.
• Keep management informed of opportunity activities, issues related to appointments, introductions and objections that require escalation and management sales interaction.
• Apply trained communication techniques and adhere to internal policies to ensure consistency and continuity.
• Contact B2B and B2C customers in person and obtain customer information.
• Describe products and services to open qualified leads.

Requirements

Excellent interpersonal skills

• Enthusiastic about the role financial products play in helping individuals and businesses expand and grow
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to multi-task
• Ability to effectively relate to a customer

Skills & Qualifications :

• HS Diploma / GED or equivalent work experience
• 6 months of selling experience or HS Diploma
• Good oral communication
• Friendly customer interaction
• CRM data entry skills required

Benefits

COMPENSATION : Full-Commission plus Bonus. No experience necessary, we will train based on education and skill set.

Requirements

• Bachelor Degree in Finance or related field
• 3 years of commercial real estate lending experience required
• Management experience preferred, but not required
• Strong telephone sales experience and lead generation from events
• Successful track record of meeting sales goals / quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role financial products play in helping individuals and businesses expand and grow
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Ability to effectively relate to a customer

Last updated : 2024-04-23