Base: reflective of pyy grade range across u.s.; b...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
The role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects
Job Summary
The role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Selected candidates will complete a 4-8 week on-boarding 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 while managing risk.
Matching Summary
The role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Salary
Base: Reflective of pay grade range across U.S.; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being support
Skills & Requirements
Must-have
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
Risk management and compliance adherence
Advanced math for credit analysis
Nice-to-have
Bilingual Spanish language proficiency
Experience in financial industry
Community financial literacy event participation
Friendly and professional demeanor
Ability to work flexible schedules
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS required
Demonstrated ability to develop comfort with sales activities