We are looking for a Loan Sales Officer to join our team The Financials Wealth Management. We specialize in retail lending, offering innovative mortgage, personal, and business loan products to meet diverse client needs. Join our team as a Freelance Loan Sales Officer and help us connect clients with the financial solutions they need to succeed.
Job Description:
We are seeking a motivated and results-driven Freelance Loan Sales Officer to join our growing team. As a freelance loan agent, you will act as an independent contractor, focusing on generating leads, consulting with clients, and closing retail loan deals. This role offers flexibility, allowing you to manage your own schedule while leveraging your sales expertise to drive business growth.
Key Responsibilities:
• Prospect and build relationships with potential clients, real estate agents, and referral partners to generate loan leads. Also recruit a dedicated loan agent
• Consult with clients to assess their financial needs and recommend suitable retail loan products (e.g., mortgages, personal loans, or small business loans).
• Evaluate client creditworthiness by collecting and analyzing financial documentation, ensuring compliance with lending regulations.
• Guide clients through the loan application process, explaining terms, conditions, and benefits clearly.
• Close loan deals efficiently, meeting or exceeding sales targets.