Financial Counselor - CSR - Axelon Services Corporation

Job Title: Financial Counselor - CSR (Hybrid)
Location: Johnston, RI | Pay: 20/hr
Hours: 8 hour shift from 10:00 am - 7:30 pm

*On-site training for the first two week from 8:30 am - 5:00 pm*

Job Description:

This department handles incoming calls in regards to Education finance loans. The contractor will be responsible to take incoming calls on application status, technical calls in regards to the application itself, and electronic signatures. The contractor will also be responsible for promoting and proceeding with over-the-phone applications. This position will require someone who can problem-solve, troubleshoot, and proactively assist customers. Selected contractors will be responsible for providing a differentiated experience on a variety of incoming calls related to education financing for college-bound students and graduates looking to refinance their education debt as well as personal loans for debt consolidation. These detail-oriented salespersons will be required to exceed sales goals, multitask and prioritize their daily workload while staying on the lookout for new business.

Responsibilities

• Handle sales calls from prospects and customers who have a need for any of the Consumer Lending Products.
• Incumbent will assess customer needs through the established Sales framework to identify, advise and recommend solutions for our customers and prospects.
• Ensure follow up and follow through with both Internal and external customers is occurring to include pipeline management. Serve as the key contact for the borrower throughout the application process.
• Meet and exceed established volume goals.
• Identify cross-sell opportunities on all interactions and deepen customer relationships.
• Familiarize themselves on new and existing products, services and procedures.
• Must be fully knowledgeable on all of the required disclosures and regulatory requirements that pertain to the products we offer.

Qualifications

• Ability to work independently and successfully in a team environment
• Superior organization and time management skills
• Demonstrated ability to handle multiple tasks efficiently in fast environment
• Effective written and verbal communication skills essential
• Capable of delivering results within specified timeframe
• Proficient PC skills, including MS Office experience
• 2 years sales experience in financial services
• Customer Service/Call Center Experience a plus
• Previous Sales or Call Center experience is also a plus.