What You'll Do
In this role, you'll contact previous clients to assess their current financial requirements and determine eligibility for available capital products. Your primary focus will be on active listening, accurate information gathering, and clear communication to ensure each opportunity is well-documented and ready for the next stage.
You'll collect necessary paperwork efficiently, maintain organized records, and ensure all submissions meet internal standards. Your efforts will directly support Senior Sales Representatives as they move forward with closing arrangements.
Requirements
- Proven drive in sales or client-facing roles
- Comfort working in a high-volume setting with clear performance metrics
- Strong organizational and follow-up skills
Benefits
This position operates remotely for residents of select U.S. states. You'll be part of a growing organization that values performance and accountability, with processes designed to scale quickly and respond to market demand.
Work Mode
Remote position available to individuals located in the following states: Alabama, Florida, Georgia, Idaho, Iowa, Indiana, Kansas, Louisiana, Michigan, Mississippi, Missouri, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, Tennessee, Utah, Virginia, West Virginia, Wisconsin, and Wyoming.
