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Company Description My own Company operates as an independent freelance solution architecture provider, focusing on designing and optimizing financial and lending solutions for diverse clients. The organization emphasizes flexible, remote-first work arrangements and values partners who can collaborate effectively with both individuals and businesses. By blending technical understanding with practical loan processes, the company aims to deliver streamlined, customer-friendly personal loan solutions. Team members are encouraged to contribute ideas, maintain high ethical standards, and support long-term client relationships.
Role Description The Personal Loan Telecaller and Sales Partner is a full-time remote role responsible for engaging potential customers, explaining personal loan products, and guiding them through the application process. Day-to-day tasks include making outbound and receiving inbound calls, assessing customer needs, providing clear information on loan terms, interest rates, and eligibility, and documenting interactions accurately. The role involves following up with leads, coordinating with internal stakeholders or partner institutions, and meeting defined sales and conversion targets while maintaining regulatory and compliance standards. The partner is expected to build trust with customers, resolve basic queries, and escalate complex issues when needed, contributing to overall business growth.
Qualifications
- Strong communication and interpersonal skills, with the ability to explain financial concepts clearly and build rapport over phone and digital channels.
- Sales and negotiation capabilities, including experience converting leads, handling objections, and working toward defined targets or KPIs.
- Basic knowledge of personal loan processes, documentation requirements, and regulatory considerations, or willingness to learn quickly.
- Comfort with remote work, including reliable internet access, familiarity with CRM or call management tools, and disciplined time management.
- Attention to detail and ethical conduct, ensuring accurate data entry, confidentiality of customer information, and compliance with company policies.
- Prior experience in telecalling, customer service, banking, or financial services is preferred but not mandatory.
- Minimum high school diploma; a degree in business, finance, or a related field is an advantage.
- Ability to work independently, stay motivated in a remote setting, and collaborate with cross-functional partners as needed.
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