Guide clients toward financial freedom by assessing their financial situations.
Provide tailored debt consolidation options to resolve clients' challenges.
Quickly build rapport and establish trust with prospective clients.
Beyond Finance aims to help Americans escape debt and achieve financial stability. They emphasize compassionate care, compliance, and user-centric technology to assist over 1 million clients.
Global Elite Empire Consultants is a third-party recruiter. They connect talented individuals with meaningful career opportunities, focusing on client satisfaction and candidate success.
Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Proactively build client relationships while consistently achieving and exceeding revenue objectives.
Maintain a consistent and balanced pipeline of opportunities and close deals through the sales cycle.
Achieve individual sales goals/quota on a consistent weekly and monthly basis
Care.com is a consumer tech company with heart, on a mission to solve the challenge of finding great care for loved ones. They are applying data analytics, AI, and the latest technologies to solve universal problems and connect people in new ways.
We built this role for individuals to launch a career that grows as fast as they do. We provide the leads, the training, the mentorship, and the system.
Answer incoming calls and initiate outbound calls.
Create interest in reverse mortgage program and qualify customer.
Transfer interested and qualified customer to sales team and create appointments.
Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.
Serve as the first point of contact for prospective customers via the phone.
Demystify the industry jargon and make life insurance easy to understand.
Use a consultative sales approach to guide customers through the application process.
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. They have over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Close the Deal: Use your sales skills to influence and move prospects through the loan application and close the sale within 1–2 calls.
Own Your Pipeline: Manage up to 20 active transactions at various stages, ensuring no lead falls through the cracks.
Direct Selling: Identify customer pain points (medical debt, home repairs, etc.) and articulate how our best-in-class loan product provides the solution.
Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees mainly in hybrid jobs with some remote opportunities available across the United States with hubs in Arizona, California, and Texas.
Effectively communicate, present and sell to our inbound inquiries.
Cross sell a wide range of personal lines products with multiple top-rated carriers.
Communicate with escrow and lender professionals to complete the sales process.
Fidelity National Financial's Property and Casualty Insurance Agency provides affiliated title insurance customers with a competitive path to purchasing homeowners insurance. They utilize an inbound-only sales model.
Make 100% outbound calls from our CRM leads (300 dials/day or 3 qualified sets).
Re-engage abandoned carts and failed payments to move leads toward enrollment.
Support monthly virtual summits and help move leads along the sales funnel.
Circle of Greatness is looking for Sales Setters to drive outbound calls, engage leads, and book appointments for our coaching programs. They are a growing, international sales team.
Speak with clients who have requested information.
Help families understand available benefit options.
Guide clients through a simple enrollment process.
Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.
Originates residential mortgage loans and manages a sales team.
Markets loan products to real estate agents and prospective homebuyers.
Maintains customer service and manages applicant expectations.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.
Handle a large volume of outbound calls placed via automated technology.
Share the stories of our clients’ offerings and opportunities.
Generate qualified leads and pass them on to our clients.
ISS STOXX is a leading provider of research and technology solutions for the financial market. Established in 1985, they offer benchmark and custom indices globally, helping clients with investment opportunities and portfolio risks, with over 3,400 professionals.
Assessing clients’ needs and imparting knowledge on solutions.
Cultivating lasting client relationships through consistent, periodic check-ins.
Global Elite Empire Consultants is a fast-growing, tech-driven organization looking for innovative individuals. They like to help teams get to the next level.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.
Being the first point of contact for Versapay in the customer value journey.
Proactively prospect new potential customers through phone, email and social media outlets, with the goal of making contact and creating interest in Versapay, with a target of scheduling deeper discovery calls for the sales team.
Document your success in Salesforce Lightning CRM and ensure data in marketing automation is complete and up to date.
Versapay turns accounts receivable (AR) into a competitive advantage. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Connect with potential clients and explain product suite.
Manage the sales process, make outbound calls, and respond to inquiries.
Maintain and update client records to ensure regulatory compliance.
This company helps connect families and build careers. They are hiring individuals who are passionate about making a difference while building a rewarding remote career.