job description
Join ACHIEVE Group as a Loan Sales Specialist in the vibrant heart of Bali and take your financial services career to the next level. This is a unique opportunity to work in a dynamic, fast-paced environment with uncapped commission potential, a clear progression pathway, and a 5-day workweek in an accessible location.
As a Loan Sales Specialist, you will play a pivotal role in driving business growth by identifying and converting high-value loan opportunities. Youâll work closely with clients to understand their financial needs, provide tailored solutions, and ensure a seamless loan application process. With a competitive base salary and performance-based incentives, your earnings are limited only by your ambition.
Why choose this role? Beyond the financial rewards, youâll benefit from professional development opportunities, a supportive team culture, and the chance to make a real impact in the banking and financial services sector. Whether youâre an experienced sales professional or looking to transition into finance, this role offers the training, tools, and environment to succeed.
Responsibility
- Identify and engage potential clients through outbound calls, emails, and in-person meetings to promote loan products.
- Assess client financial needs and recommend suitable loan solutions tailored to their circumstances.
- Guide clients through the loan application process, ensuring all documentation is complete and compliant with company policies.
- Meet and exceed monthly sales targets by converting leads into approved loan agreements.
- Maintain accurate records of client interactions, applications, and follow-ups in the CRM system.
- Stay updated on industry trends, competitor offerings, and regulatory changes affecting loan products.
- Collaborate with underwriting and compliance teams to ensure smooth processing and approval of loan applications.
- Provide exceptional customer service to build long-term relationships and foster client loyalty.
Qualifications
- Minimum 1-2 years of experience in sales, preferably in banking, financial services, or a related field.
- Proven track record of meeting or exceeding sales targets in a commission-based role.
- Strong communication and interpersonal skills to build rapport with clients.
- Ability to explain complex financial products in a clear and compelling manner.
- Self-motivated, results-driven, and comfortable working in a high-pressure sales environment.
- Proficiency in Microsoft Office and CRM software (e.g., Salesforce, HubSpot).
- Familiarity with loan products, credit assessment, and financial regulations is a plus.
- Bachelorâs degree in Finance, Business, Economics, or a related field is preferred.