Overview

OVER-ALL PURPOSE OF JOB

The Sales Associate in a lending company is responsible for identifying potential clients, promoting loan products, guiding applicants through the lending process, and helping the company achieve its sales targets. The role involves direct interaction with clients, both in-person and via phone, and requires a good understanding of financial products, customer service, and basic credit principles.

Responsibilities

• Identify and reach out to potential customers who may need financial support from our products we offer.
• Promote and explain the company loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Follow up on leads and referrals provided by marketing or generated through fieldwork
• Guide clients through the loan application process, ensuring all required documents are collected.
• Maintain regular communication with clients ...