Inside Sales Representative

Summary

Join a leading financial services provider as an Inside Sales Representative and manage pre-booked consultations to drive sales success. This fully remote position requires managing the full sales cycle, from gathering client information to closing deals, using the GoHighLevel (GHL) CRM system. You will track leads, maintain client records, and conduct consultations to present tailored financial solutions. Success involves consistently meeting sales goals, maintaining an organized pipeline, and delivering excellent customer service. The ideal candidate possesses 2+ years of sales experience, preferably in financial services, and strong communication and CRM proficiency. This is an exciting opportunity to contribute to a growing company and make a difference in clients' lives.

Requirements

• 2+ years of experience in sales, preferably in the financial services, credit, or loans industry
• Proven track record of managing and closing sales
• Strong understanding of credit and financial solutions, with the ability to present options and tailor recommendations to client needs
• Fluent in English, both written and verbal, with a neutral accent for clear and professional communication
• Excellent listening skills and the ability to communicate complex financial information in an easy-to-understand manner
• Experience using GoHighLevel (GHL) or similar CRM systems for lead and pipeline management
• Highly organized and detail-oriented, with the ability to manage multiple clients and follow up efficiently
• Motivated, results-driven, and goal-oriented, with a strong desire to achieve sales targets
• Comfortable in a fast-paced environment, handling consultations, follow-ups, and sales activities simultaneously
• A passion for helping clients improve their financial well-being and the ability to foster trust and rapport quickly

Responsibilities

• Engage with pre-booked, warm inbound leads to gather necessary information, understand their needs, and guide them through the sales process
• Manage the full sales cycle, from the initial consultation to closing the deal, ensuring a smooth and positive client experience
• Maintain regular communication with clients to ensure timely follow-ups, address any concerns, and secure commitments
• Utilize GoHighLevel (GHL) CRM to track leads, manage the sales pipeline, and maintain up-to-date records of client interactions
• Monitor and update all stages of the sales cycle, ensuring no lead is overlooked and opportunities are maximized
• Conduct consultations with prospective clients, gathering necessary details about their financial situation and objectives
• Present relevant financial solutions based on the client’s needs, helping them make informed decisions
• Work to convert leads into customers by effectively addressing objections, demonstrating the value of financial solutions, and closing deals
• Maintain a high level of client satisfaction throughout the sales process, ensuring clients feel supported and informed

Preferred Qualifications

A background in credit repair, the Fair Credit Reporting Act, the Fair Debt Collections Practices Act, and factors that go into the creation of a credit score is preferable