Why us?
We are a business financial consultant firm, We work with dozens of clients in providing them fundings range from $500,000 - $20MM.
Our business model is an on site where the office serves as a platform for you to interact with the clients.
We have created many successful sales to become top producers making over six-figures incomes.
We offer customized financial solutions that other traditional banks do not which provide clients a better rate.
We have a higher chance of qualifying the clients through the strict bank guidelines.
We can help clients get the lowest rate qualified for them through our access.
Our goal is to make sure all clients get the equal opportunity to get the funding they need
RESPONSIBILITIES:
Generate new business using a consultative sales approach
Interview prospective clients to obtain data about their financial status
Gather documents from prospective clients and review that all documents is accurate and complete
Follow up with clients staying connected during the loan process as well as established a long term relationship with them to build referral and more business.
Minimize the delays in the process by staying connected with the clients from the beginning of the loan process to the end of it.
To do outbound and inbound calls to establish a new client base.
Requirements:
Good organization skills and multitasking skills
Strong interpersonal, communication, and negotiation skills with the ability to develop strong relationships both internally and with the clients.
Self-driven and self-motivated
Consistency and committed
Financial Sales experience (1 year preferred)
Bilingual in Chinese is required
Bachelor Degree or GED required
Authorization to work in US is required
Proficient in Microsoft as well as in Excel
COMPENSATIONS:
Salary , commission - uncapped income
Job Type: Looking for Full Time and Intern, open position, near Flushing in New York.
