Loans Sales Agent

Job Purpose: To effectively sell loan products to prospective and existing customers through outbound or inbound calls within a BPO environment. The loans sales agent is responsible for meeting sales targets while ensuring high-quality customer service and compliance with regulatory requirements.

Your Role: • Contact potential or existing customers to promote banking loan products.

• Understand the customer’s financial needs and recommend suitable loan solutions.

• Achieve or exceed daily, weekly, and monthly sales targets.

• Conduct needs analysis and affordability checks during sales calls.

• Complete accurate and detailed applications and ensure all supporting documentation is captured correctly.

• Follow up with customers for outstanding documentation or further queries.

• Handle objections professionally and convert potential leads into closed sales.

• Maintain a high level of product knowledge and comply with FAIS and NCR (or applicable regulations).

• Log interactions and outcomes accurately on the CRM system.

• Provide exceptional customer service during the sales process.