Outbound Sales Agent Financial Services
Outbound Sales Agent Financial Services
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2years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
Mon Fri 9M 6 PM New York Time includes 1h unpaid break.
Responsibilities
Conduct outbound cold calling to business owners using provided lead lists
Introduce and explain merchant cash advance and alternative lending products to prospects
Gather sensitive business information from potential clients including SSN EIN and recent bank statements
Build rapport quickly with business owners during initial conversations
Navigate objections and concerns related to sharing financial information
Input and manage prospect information in the company s CRM system
Follow up with potential clients to move them through the sales pipeline
Meet performance metrics for call volume lead generation and information gathering
No closing purely appointment setting
Requirements
Previous experience in outbound sales preferably in financial services or B2B sales
Must have appointment setting experience
Strong phone presence and excellent communication skills
Ability to explain complex financial products in simple terms
Experience using CRM systems and autodialers
Comfortable handling sensitive financial information with discretion
Resilient and able to handle rejection in a coldcalling environment
Basic understanding of business finance and lending concepts
Ability to work independently and as part of a team in a remote setting
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Requirements
Previous experience in outbound sales, preferably in financial services or B2B sales Must have appointment setting experience Strong phone presence and excellent communication skills Ability to explain complex financial products in simple terms Experience using CRM systems and auto-dialers Comfortable handling sensitive financial information with discretion Resilient and able to handle rejection in a cold-calling environment Basic understanding of business finance and lending concepts Ability to work independently and as part of a team in a remote setting
Education
N/A
Employment Type
Full Time
