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Loans Sales Advisor - Portsmouth

Loans Sales Advisor


£22k - £24 plus Excellent Bonus and Employee Benefits

Our client a growing and successful Finance Business is looking for a Loans Advisor to join their Portsmouth Branch.

The main purpose of this role is:

  • To identify and develop existing customer base of the Branch

  • To ensure all administrative and audit procedures are complied with

  • To sell loan products

  • To maximize business opportunity development potential

  • To progress within branch/company structure

  • Train, coach and motivate branch employees

  • Ensuring compliance with the requirements of the Company, the FSA and other regulatory organisations

Main duties and responsibilities:

  • Achieve all sales targets as defined by Manager

  • Greet customers in person and/or by phone.

  • Receive customer payments in person, by post and balance cash draw

  • Generate business through quality customer service

  • Explain services and products to customers and analyse customer suitability for products

  • Prepare and process loan applications

  • Ensure all customer documentation is accurate and up to date at all times

  • Maintain an efficient and organised branch filing system

  • Actively work collection routes and collect overdue payments over the telephone and in person

  • Conduct ongoing business development

  • To develop detailed knowledge of both financial products and company's standard procedures

The suitable candidate must have previous Telesales or Face to Face to Sales ideally in a Financial Services with a background in selling Loan products to customers.

You must be target driven, determined and driven and have proven experience of achieving and exceeding targets.

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