Financial Solutions Advisor

3 days ago

Adelaide, South Australia beBeeLender Full time $60,000 - $90,000
Job Description

We are seeking a highly skilled professional to join our team as a Lending Specialist. As a key member of our sales and finance team, you will play a vital role in connecting with customers, understanding their financial needs, and guiding them through tailored lending solutions.

In this dynamic and fast-paced environment, you will have the opportunity to combine your sales expertise and financial acumen to drive business growth and deliver exceptional service.

Key Responsibilities:
  • Customer Engagement: Proactively contact prospective and existing customers to discuss their financial needs and offer tailored lending solutions.
  • Needs Analysis: Conduct thorough needs assessments to match customers with the most suitable personal or asset finance products.
  • Loan Pre-Assessment: Collect and review customer information and documentation to determine preliminary eligibility for loans.
  • Pipeline Management: Manage a pipeline of potential leads and applications, ensuring timely follow-ups and efficient progression through the sales process.
  • Compliance: Adhere to all internal policies and external regulations, including responsible lending and AML/KYC requirements.
  • Relationship Building: Build rapport with customers to establish trust and long-term loyalty.
  • Team Collaboration: Work closely with credit assessors, underwriting, and operations teams to ensure smooth loan approvals and settlements.
Requirements:

To be successful in this role, you will require:

  • No prior finance experience is necessary, as we provide comprehensive training on our policies and procedures.
  • Strong communication and negotiation skills, with the ability to build rapport over the phone.
  • A results-driven mindset with a passion for meeting and exceeding sales targets.
  • Excellent organizational skills to manage multiple leads and applications simultaneously.
  • Proficiency with CRM systems and lending platforms.
Benefits:

We offer a competitive remuneration package, including:

  • A full-time position with opportunities for career growth and development.
  • A premium office location in Adelaide CBD.
  • A supportive team environment with a focus on collaboration and open communication.

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