Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process application
Financial needs assessment expertise
Cross-selling to existing customers
This role focuses on using a consultative sales process to identify and meet the financial needs of customers and prospects
Job Summary
This role focuses on using a consultative sales process to identify and meet the financial needs of customers and prospects.
Candidates must complete a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
The position requires maintaining ethical behavior and following policies to ensure a positive customer experience while driving revenue growth.
Matching Summary
This role focuses on using a consultative sales process to identify and meet the financial needs of customers and prospects.
Salary
Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits included
Skills & Requirements
Must-have
Consultative sales process application
Financial needs assessment expertise
Cross-selling to existing customers
Risk management and compliance adherence
Customer relationship building skills
Nice-to-have
Friendly and helpful demeanor
Confidence in answering questions
Team collaboration and guidance
Proactive outreach initiatives
Holistic financial solution delivery
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS
Understanding of advanced math functions for credit analysis