Sales Professional promoting dental products and services to dental practices, developing strong client relationships and achieving sales targets.
About the role
- Virtual Sales Representative engaging with members for loan applications and financial needs at Leaders Credit Union. Providing professional service while maintaining member account information and identifying cross-sell opportunities.
Responsibilities
- Handles loan applications that come through our online portal as well as through phone
- Engages with members and seeks to understand their financial needs while actively sharing options using plain language, building rapport, and handling objections
- Refers ancillary products that would benefit each member
- Provides prompt, accurate, courteous, and professional service at all times
- Works directly with the underwriting department to step our members through the lending process
- Identify cross-sell opportunities for all credit union products that can best fit the member's needs
- Accurately maintain member account information
Requirements
- 3 to 5 years of sales or banking experience
- A two-year college degree or applicable specialized training
- Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.)
- Must maintain a professional, courteous, and friendly atmosphere for members and co-workers
- Must have very strong communication skills (both written and verbal)
- This position has significant work over the phone
- Listening skills, documenting skills and organizational skills are a requirement
- Must be self-motivated and driven
- Must be comfortable receiving ongoing performance feedback and coaching
Benefits
- healthcare
- vacation time
- sick time
- 401k options
- profit-sharing plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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