Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Sales Agent driving revenue growth and building client relationships at Above Lending. Simplifying the lending process for clients with innovative financial solutions.
Responsibilities
- Assess clients’ financial needs, educate them on available loan products and facilitate the loan application.
- Engage with clients to ensure they understand the value of our product
- Collaborate with verification teams to ensure a seamless customer experience
- Meet or exceed monthly sales targets set by management
- Effectively organize and manage workload without constant supervision; maintain focus and productivity independently
- Effective pipeline management which requires monitoring and tracking leads through each stage of the process
- Manage both inbound and outbound calls
Requirements
- Minimum 2 years of experience in personal lending or loan advisory roles
- Strong history of converting leads to sales with documented success in meeting or exceeding sales targets
- Technological literacy for computer applications along with the ability to assist clients with the process of uploading documents, navigating websites, and troubleshooting basic device issues
- Good understanding of personal finance and lending regulations specifically in regards to debt resolution and personal loans
- Ability to read through detailed scripts and follow compliance standards on every call
- Strong ability to overcome objections
- Strong desire to exceed monthly sales targets
- Superior listening skills and ability to engage prospects by phone
Benefits
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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