New Business Sales Agent

Job Summary:

The New Business Sales Agent is responsible for engaging with customers, building rapport, understanding their needs to overcome objections in order to drive sales and meet individual and company performance goals and quotas. The New Business Sales Agent manages a high volume of inbound and outbound calls, introducing and educating potential customers about our products and services in order to close sales and meet targets in a call center environment.

Duties & Responsibilities:

• Generate new business by engaging with potential customers via phone, voicemail, email, and text to provide them with relevant information about our lending services and utilize compelling persuasion techniques to close sales.
• Meet and exceed individual and team sales targets through effective sales techniques, objection handling, and follow-up strategies.
• Acquire and maintain in-depth knowledge of our lending products and services, including their features, benefits, and competitive advantages, to effectively educate customers and address objections or concerns.
• Verify loan application details and gather additional or clarifying customer information as needed in order to process the customers’ loan application.
• Utilize strong communication, effective negotiation techniques, persistence, and persuasion skills to overcome customer objections and close sales with resilience and professionalism.
• Listen actively and empathetically to customers' inquiries, concerns, and objections, addressing their needs professionally to build trust and rapport.
• Maintain a professional demeanor at all times and provide every customer with an exceptional experience throughout the entire sales process, adhering to all company processes, procedures, and guidelines.
• Ensure strong attention to detail when reviewing and entering customer data at high level of accuracy and maintaining a high level of productivity throughout the day.
• Participate in ongoing training sessions to enhance sales skills, product knowledge, and remain informed of evolving industry trends, sharing best practices to contribute to a positive and cohesive team environment.
• Perform other duties and responsibilities as assigned.

Education and Experience:

• High school diploma, GED, or equivalent experience required.
• Previous experience in sales, customer service, or call center environment is beneficial but not required. Training will be provided to suitable candidates.

Skills:

• A positive attitude, resilience, and ability to handle rejection gracefully.
• Results-oriented and target-driven mindset with a willingness to go the extra mile to achieve sales goals.
• Adaptability to evolving sales techniques, strategies, and product offerings.
• Exhibits a can-do attitude, is coachable, and motivated to achieve goals.
• Extremely reliable and dependable.
• Fluency in Spanish a strong plus.
• Strong salesmanship skills with a high level of comfortability with persistence.
• Strong negotiation skills with the ability to resolve issues and address complaints.
• Strong ability to describe and explain products and services to consumers.
• Strong verbal and written communication skills.
• Strong attention to detail and multitasking skills.
• Strong organizational skills and ability to prioritize and manage time effectively.
• Extremely reliable and dependable.
• Proficient in Microsoft Office Suite or related software.

This job description may be changed to include new duties, responsibilities and tasks or change existing duties as management deems necessary and reasonable to support the needs of the role, department and/or organization.

We offer a comprehensive compensation and benefits package where you will be rewarded based on your performance and recognized for the value you bring to the business. The starting hourly rate for this job is $18.00 per hour.

Limitations & Disclaimer:

This job description is meant to describe the general nature and level of work being performed as a New Business Sales Agent; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.  Continued employment remains on an “at-will” basis.