Sales Development Representative
About The Position
The Sales Development Representative is an entry level position responsible for making and answering calls to loan applicants through an automated dialer to qualify and collect basic client information to see if the applicant qualifies for one of the National Funding programs. This position will be the first point of contact with our potential clients and should expect to handle 200-300 calls daily. Primary responsibilities will include assisting in the sales process, addressing customer inquiries, answering questions about loan application, collecting required loan package documents, and presenting all pertinent information to the credit team to streamline the credit approval process.
Requirements
- High school diploma required, undergraduate degree preferred
- Strong and confident voice on the phone with the ability to take control of the phone call & create a relationship with our potential client at first contact
- Independent and Go-getter mindset with a clear sense of urgency
- Great follow up and organizational qualities
- Ability to perform basic calculations and mathematical figures
- Strong attention to detail, with the ability to multitask and prioritize tasks effectively
- Professional demeanor, excellent phone etiquette. Effective verbal, written and listening communication skills
- Strong interpersonal skills with a customer-focused approach
- Ability to collaborate with all levels of the organization and ability to adapt to changing priorities
- Able to work a flexible schedule.
Nice To Haves
- Experience in CRM software (e.g., Salesforce) a plus. Proficient in MS Office.
Responsibilities
- Engage with loan applicants through high volume outbound calling, texting, and emailing.
- Establish connection with customers over the phone; build an environment of trust through responsive service and understanding needs.
- Listen attentively to customer questions and provide answers that are knowledgeable and insightful to encourage completion of the application package.
- Obtain complete and accurate customer information and other details as necessary; enter all information in designated database accurately.
- Maintain clear records of all conversations in designated database.
- Follow communication scripts and advertise our products to interested customers in a manner that is professional and honest while adhering to regulatory standards.
- Maintain a high level of product knowledge to effectively communicate features and benefits of services offered.
- Stay updated on company products, services and industry trends through ongoing training.
- Maintain confidentiality of all customer PII and Company records.
Benefits
- Fantastic benefits package including medical, dental, vision, a 401(k) with employer match, Life and AD&D insurance coverages, PTO and paid holidays.
- Growing, successful company preparing to almost double in size over the next year (this is your opportunity to get in on the ground floor)
- Positive, energetic, passionate, business casual environment with management who are committed to your success
- Fantastic benefits package including a 401(k) match
- Great company culture, beautiful offices and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
