Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households
Job Summary
The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households.
Candidates must complete a 4-8 week onboarding program including rotations in operations and Sales & Service before certification.
The position requires maintaining ethical behavior, following policies, and ensuring actions drive a positive customer experience.
Matching Summary
The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households.
Salary
Base salary reflective of pay grade range; Individual variation based on skillset, experience, education, and location; Comprehensive benefits included
Skills & Requirements
Must-have
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
Risk management and compliance adherence
Customer experience enhancement
Nice-to-have
Strong verbal and written communication skills
Professional appearance and demeanor
Ability to work in a team environment
Proactive outreach and appointment setting
Holistic financial solution referrals
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS
Understanding of advanced math functions for credit analysis