Talantix.io
1st Franklin Financial•28.02.26
AI SCORE 7.5

Loan Sales Representative - Onsite Position

$29K–$33K/year
OfficeFinancial Services
Interpersonal Skills•Sales Techniques•Customer Relationship Management•MS Office Suite•Communication Skills

About the Role

Join the 1st Franklin team as a Loan Sales Representative. This is an exciting opportunity for a Loan Sales Representative to leverage interpersonal skills and business knowledge to meet the needs of our customers. As a Loan Sales Representative, you will work closely with the Branch Manager and staff to build relationships and identify customer needs, ensuring an exceptional customer experience.

What You'll Do

  • Recommend products and services to support individual and branch sales goals while meeting customer expectations.
  • Market branch products and services to both existing and potential customers.
  • Conduct assigned collection calls of customer accounts to arrange payments.
  • Originate new loans with new and existing customers.
  • Develop knowledge of credit underwriting methods and sales tools.
  • Ensure customer information is accurate and document interactions.
  • Consistently meet or exceed branch and individual goals.
  • Engage in dialogues with customers to identify and respond to their needs in a timely manner.

Requirements

  • High School Diploma or equivalent.
  • Ability to meet current licensing requirements of various states and federal regulators.
  • Advanced interpersonal relationship skills across various social and business settings.
  • Strong communication skills (verbal and written).
  • Proficient with MS Office Suite products.
  • Ability to maintain confidentiality of business and personal information.
  • Action and results-focused mindset.
  • Possess a valid driver's license and the ability to operate an automobile (desirable).

What We Offer

  • Competitive pay with an annual salary potential.
  • Bonus potential based on performance.
  • Comprehensive medical, dental, and vision benefits.
  • 401(k) retirement plan.
  • Paid time off and paid holidays.
  • Paid volunteer time to support community engagement.
  • Training programs and developmental opportunities for employee growth.
Why This Job7.5 of 10

This Loan Sales Representative position offers competitive pay and a supportive work environment. Ideal for those looking to grow in the financial services sector.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficient in using MS Office Suite for creating presentations and tracking sales performance, enabling effective communication with the team and management.

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Demonstrates strong interpersonal skills with a customer-centric attitude, adept at building rapport and trust with clients in an office environment.

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Possesses a proactive approach to learning and adapting sales techniques, utilizing feedback to improve customer service and sales outcomes.

Learning Resources

→Developing Interpersonal Skillscourse
→Sales Techniques: Practical Strategies for Successcourse
→Customer Relationship Management: A Guideguide

Career Path

Loan Sales Representative - Onsite Position(Now)→Loan Sales Manager(1-2 years)→Branch Manager(3-5 years)

Market Overview

Market Size 2024
$1.2B
Annual Growth
8.5%
AI Adoption in Sales
45%
Investment in Sales Technology
+25%
Labour Demand for Sales Roles
+20%
Avg Salary for Junior Sales Reps
$50K

Skills & Requirements

Required
Interpersonal SkillsSales TechniquesCustomer Relationship Management
Growing in Demand
Emotional IntelligenceDigital Communication ToolsData-Driven Sales Techniques
Declining
Cold CallingManual Data Entry

Domain Trends

Rise of AI in Sales
45% of companies are now using AI tools to enhance sales processes, improving efficiency and customer targeting.
Increased Focus on Customer Experience
70% of consumers say that their experience with a company influences their loyalty, driving sales representatives to prioritize relationship management.
Shift to Remote and Hybrid Sales Models
By 2025, 60% of sales teams will operate in a hybrid model, requiring strong interpersonal skills in both virtual and in-person settings.

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